3 results found
-
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.
7 votes -
Quick Add Individual Profiles from Grant or Organization
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 -
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
- Don't see your idea?