ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
See an alert on the constituent profile if they have any potential duplicates
See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
Automatically update communication restrictions when a constituent is marked as deceased
If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
