Hi, If you already track children relationships, couldn't you just query on all those couples that don't have an individual relationship where the relationship/reciprocal field is child? Charlotte

Under individual relationships what is the difference between the primary business information check box and employee check box? Why are both listed since the primary business information as per Knowledgebase is used to indicate that the business is the indivual's current employer. This seems redundant...

We are currently in the process of deploying the Convio DataSync and have come across an issue for which I am hoping someone found a solution for. Has anyone figured out how to make a Convio profile match a record in RE which also contains a spouse? It would be a major overhaul for us if we had to create...

we've very recently upgraded to RE Enterprise v7.85 the screen shot shows a new individual relationship on an organisation constituent. i think there's too many fields duplicating the same info e.g. Job Title, Position, Relationship/Reciprocal, Contact Type. but will omitting certain fields impact...

Evidently, Blackbaud does not make any reccomendations on the usage of Relationship/Reciprocals so they referred me here! Can someone please share with me their best practices for the useage of these two fields. It can be extremely confusing when you are trying to add an organization record to an individual...

Hi Yolanda, I think it makes sense to break the link between the two constituents. You will not lose their relationship history as it is still an individual relationship, therefore will be listed under both relationship tabs for each constituent. You can use the relationship/reciprocal fields to state...

Can anyone tell me if they have renamed their "relationship" fields for individual relationships? We are experiencing (and I have experienced it in other organizations as well) challenges when it comes to the relationship/reciprocal relationship being reversed (i.e. "mother"-"son"...

The process we use is to create a new record for the deceased, in this case the primary person on the record, and in the relationship tab on the newly created deceased record, link the deceased with his/her surviving spouse. Do not mark the spouse box on the individual relationship tab/page (lower left...

Information is moved from one record to another when merging records, not copied. You can soft credit all of the gifts to the spouse once each person has their own record. (Choose Constituent-Soft Credit for Spouse's Gifts) which will save some time. I also change the marital status to "divorced"...

What we have done is to create a reciprocal relationship between the individual and the company that matches that person's gifts. On the company's organization record you can specify all the parameters of their matching gift policy (match rate, minimum matchable gift, etc.). On the General2 tab...