Ability to Add and Share More Record Details When Adding a New Family
First and foremost, the process for adding a new family is much improved from when we cut over from our legacy database in Q2 FY20. Thank you for Constituents>Directory>Add family or one adult
That said, you could still streamline data entry in this critical regard even more by creating the ability to add and share more record details across household constituent records, including:
Constituent code(s), including date from
Alias(es)
Custom field(s)
Faith journey details (particularly the wedding date of husband and wife)
Title for child(ren)
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Jason Godin
- Sep 30 2020
- Reviewed: Voting Open
Related ideas
Yes please! Especially the Constituent Code.
When we add a family through constituents>contacts>add a family, we have to go back after the fact to add a constituent code to every single record from the family, one at a time. If adding a new record through relationships on an existing record, the field for constituent code is there, so I'm not sure why it can't be for adding a family through contacts.
It would also be great to add notes as you are adding a family, as that is another thing we have to do after the fact.
When adding a child, I would also like the ability to add a title.
When adding an adult, I would also like the ability to:
include the maiden (name) when adding a female, if applicable
specify a husband/wife relationship, not simply spouse relationship
specify head of household
I would like to see membership status and name formats