2 results found
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Define relationships between individual profiles and organization profiles
The only current way to link individuals and organizations is by designating a Primary Contact. Clients need to know HOW an individual is connected to an organization, or else using the Relationships tab on a profile is not very helpful. For example, employee/employer, board member/organization, student/school, etc.
4 votes -
Duplicate/Related profiles identifier
We need a way to quickly and easily identify duplicate or related profiles on a regular basis so that we know that ALL the data about our donors/funders is appear in one profile.
3 votes
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