Relationships between contacts
A
Art Hunt
I want to create relationships between contacts (Couple, Family, Company...)
Log In
J
Julia
This is a must have for our organization. Even better would be the addition of allowing households as well as relationships.
M
Maryse from Zeffy
Merged in a post:
CRM features
A
Amber
Add a few more modules that let us track birthdays and relationships - even if it doesn't connect to another donor in the Zeffy Contacts - if we can have a quick spot to check for names of partners or kids that would be fab.
M
Maryse from Zeffy
Merged in a post:
Merge Accounts
J
Jay
If a customer/household has multiple accounts allow them to be merged.
E
Eric
Yes, please!
R
Rina
If Zeffy integrates to a Contact Management System or Church Management System database, this would be helpful for avoiding duplicates, and linking donations to spouses in a household.
M
Marcela
This would be incredibly helpful to better organize contacts!