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3 results found

  1. 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.

    7 votes

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  2. It would save time to be able to "quick add" individual profiles from the relationships portion of an organization or from the grant opportunity profiles section.

    1 vote

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  3. 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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