Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Guest
Aug 15, 2025
There could be lots of room for workflow improvement under the households umbrella: when adding someone to a household, make the other people already in "relationship" to the head of household selectable. When correcting/updating an address for someone, have a pop up that allows the update to all the members of the household (or even better - check boxes for those who we might want to select). And what about an "add to household" option when on the "merge duplicates" page?
Make relationship roles dynamic. Ex. when I enter sibling for the main constituent, the drop down auto populates to sibling for the other person I am creating the relationship for
There could be lots of room for workflow improvement under the households umbrella: when adding someone to a household, make the other people already in "relationship" to the head of household selectable. When correcting/updating an address for someone, have a pop up that allows the update to all the members of the household (or even better - check boxes for those who we might want to select). And what about an "add to household" option when on the "merge duplicates" page?
Make relationship roles dynamic. Ex. when I enter sibling for the main constituent, the drop down auto populates to sibling for the other person I am creating the relationship for