Hopefully, this is a simple question! We have a physician office who has pledged $100,000 to our "capital" campaign to be paid over the next 5 year. We have the the 4 physicians within that group listed under "Relationships". Those same 4 physicians have their own personal donor records...

Karin, If you are talking about a relationship type such as Individual/Organization/Solicitor (left side of window) I don't think that you can. You can add a relationship and its reciprocal by typing in the new entry when in the relationship tab on a record and you should get a pop-up "Do you...

We are in the process of reconfiguring our RE installation and in the process we are trying to learn how to get the data out. Here’s the scenario: Have two married constituents and a trust. The two constituents are linked as spouses. The husband is checked as Head of Household. There is a relationship...

Hi Karin, We created a relationship called Partner/Significant other in the Relationship tab. We put the partner on under the Spouse section so we can do addressee/salutations. I know you can do editable addressee/salutations, but we use editable as an exception, doesn't fall within any of our table...

Is there a way I can change the spouse category to significant other or partner? Also, in the relationship field, there is no drop-down for those choices either. Thanks!

NCMU really just looks at relationship records. So say John Smith works at XYZ law firm who is not a constituent. Mary Jones also works at XYZ. If XYZ is entered on the relationship tab without searching (and having the check for non-constituents box checked) the you will essentially have 2 non-constituent...

Can't say for sure what all the repercussions might be - depends a bit on your data entry process. I haven't had any negative ones. I do uncheck the spouse box when there's a death or divorce as then the addresseee/salutations are all updated. (We have several add/sal forrmats that include...

When generating a list from an Export of constuitents and their spouses to create name cards for an event (e.g.) it exported out all spouses, whether deceased or divorced. Luckily someone noticed the person was deceased and removed the card. I told the use to make sure to also export out the Deceased...

Hello- For those of you with more experience than I have.... I've noticed that when updating or correcting existing relationships and reciprocals on a constituent record (Relationship tab), RE does not prompt the message asking whether to reciprocate on the other record. To match the relationships...

All, I'd love feedback too, but for the opposite reason. We have constituent records for both Father and Mother - the Father is typically HoH and then we soft-credit gifts to the Mother as well. This becomes cumbersome in reports when I'm looking to include "real" soft-credits (corp...