Auto Populate Constituent Info Based On Existing Info

A great example of the problem I'm having can be seen with the marriage information on a constituent's profile. Marriage shows up in three places (that I know of) on every profile: Constituent Summary, Relationships, and Faith Journey. When someone gets married, or when entering a new constituent who is already married, you need to address these three fields separately. It would be great if it could all start with the relationship data. Add a relationship, and when you mark the two people as spouses, it automatically changes their marital status to married, and adds 'Married' to their faith journeys.

I'm sure there are other instances like this, of the same information spread across multiple parts of the profile, that do not update each other.

  • Alex Morris
  • Oct 21 2021
  • Attach files