Relationships between contacts
A
Art Hunt
I want to create relationships between contacts (Couple, Family, Company...)
Log In
M
Maryse from Zeffy
Merged in a post:
Ability to Link Contacts
O
Office
Ability to link contacts (who are married, part of same family, etc)
M
Maryse from Zeffy
Merged in a post:
Families
M
Megan
Should be able to have linked contacts and individual information for those people prepopulated and or set up to have the same set up each time. The zip code question if it is the same for each guest they should be able to choose that option. The first ticket is also not necessarily the ticket for the buyer, just happens to be in that order. Same as buyer should be on every option.
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!