Allow multiple contact types on a relationship record

7 votes

Different users interact with the same contact at many orgs based on what that contact is responsible for, we need to be able to easily label contacts for all the reasons we may reach out to them. We’d like to have multiple contact types available on one relationship record.

- Removes limitation of a single contact type for a given relationship.
- Allows one constituent to act as multiple contact types (matching gift, events, etc.) using identical contact information.
- Extends the Relationship Organization to Individual Add Form, Relationship Organization to Individual Edit Form, Relationship Individual to Organization Add Form, Relationship Individual to Organization Edit Form, and Relationship View Form to reflect this additional functionality.

Under consideration EA for BBCRM Suggested by: Moderator Upvoted: 28 Jul, '20 Comments: 0

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