Add custom relationships | Voters

Add custom relationships

Tamira Martel

Ability to add/create custom relationship types.

Created by Stephanie Barnhill

May 30, 2023

Dawn Grobe

I need a sibling for my nonbinary contacts. There's also only gendered grand relationships. Could we get a grandparent and grandchild?

Micheline Hynes

Would like to note staff relationships to donors for offline engagement. Sometimes these are noted as a "solicitor". "Point of Contact" would also work as well, but being able to edit freely, like we can with tags, would be the best! Thanks!

Stephanie Barnhill

Would like to add "Foster child" and "foster/resource parent".

Anne Sutton

Could you add a relationship that just said child.

Liran Cohen

Hey everyone, we've added a bunch more relationship types! Please let us know if you're looking for any others that aren't available.

Julia Shirley-Quirk

Liran Cohen now that we have organization/company contacts, it would be great to have employee, employer, former employee, former employer, owner, founder, etc. relationships

Julia Shirley-Quirk

Additionally, either being able to create custom relationships OR being able to write in what 'other' is when that is selected.

Alison Kramer-Kuhn

Even a generic "family" or "other" would be helpful in the meantime. You are required to label the relationship for both parties, and so if the corresponding relationship is not there, you can't enter anything (e.g., there is "Grandmother" and "Grandfather" but no "Grandchild").

Liran Cohen

Merged in a post:

Add "Guardian" as a Relationship option

Chris Bohn

The option to select "Guardian" as a contact's relationship role.

July 3, 2023

Leanne Griffith

We run a cat rescue/trap and release and adoption non-profit. It would be so helpful to have a field for the pets name ... meow! I created it in the custom field but having it listed right up top would be helpful...especially for the Thank you notes!

Linda Ianelli

Excellent addition. I agree, it would be great to be able to add relationship types. I like it better for our donors who have member sponsor relationships. It would be better to use the custom relationship type rather than a tag. Thank you!!

Jennifer Coughlin

Yes please, it’s would be great for all the extra releatives (aunts, uncles, cousins etc!)

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