Ability to track household Interaction
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Keith Detwieler
Add functionality to indicate when a household member (e.g., a spouse) has a note or engagement, even if they are not the primary contact.
This could be implemented either through linking household members or merging their engagements, allowing users to see interactions across the household.
Engagements would specify which member the interaction was with but would be visible for all related household members.
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Cha Lopez
A user requested the ability to trigger notifications based on contact relationships/households. Example: Notify a board member or spouse when a related contact makes a donation. This would extend household/relationship tracking beyond reporting and make it actionable through automated notifications.
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Philip Nathan Relucio
Adding here that user would like to have an option to add events to a household/contacts in a household, instead of copying and pasting in both contact's profiles.
At the moment, she has to copy and paste and bounce back and forth, which isn't ideal.