RELATED FEATURE REQUESTS
Streamline creating organization contacts/employees
Streamline the steps to create a new constituent and add an employee/employer relationship.
Known pain points include:
Very different workflow for the 1st contact person vs the 2nd contact person
Number of steps it takes to go to constituent dashboard, create new individual, fill in the employer and job title, create a relationship with the organization.
we need to have multiple contacts at many of our foundation constituents and it would be great to be able to easily add these, eg. go to the foundation record and click 'add new relationship' then have it auto pop everything about the foundation
Would be great to be able to add more than one org contact WITHOUT having to create a new constituent who is not a donor, each time. Many orgs have several points of contact for varying reasons, with no single primary person.