Relationships between contacts
in progress
A
Art Hunt
I want to create relationships between contacts (Couple, Family, Company...)
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Michel (Product @Zeffy)
marked this post as
in progress
Good news: we're on it!
We're aiming at a release by mid May because we will first improve the way to visualize and edit individual contacts and then we will introduce the notion of Companies and Households.
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Anna
Michel (Product @Zeffy) this is HUGE for us not having to use another platform for corporate sponsors and partners. very excited!
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Teresa Tambascia
We’re a 501(c)(4) neighborhood association and like to add an option for multiple members in one household to sign up under one address but with individual payment options, phone numbers and email addresses. Thanks!
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Salvatore
This would be amazing if able to implement as we are trying to consolidate all our platforms as much as possible. We would be able to link parents/child information and it would be a true membership platform. Please consider this request.
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Maryse from Zeffy
Merged in a post:
Be able to connect contacts and track them through a Relationship and Household feature.
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Starla
I'd love to be able to connect my contacts to each other and further track their relationships, run reports on their household giving, etc. This would be great for deeper donor stewardship and fundraiser onboarding.
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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)
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Maryse from Zeffy
Merged in a post:
Families
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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.
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Julia
This is a must have for our organization. Even better would be the addition of allowing households as well as relationships.
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Maryse from Zeffy
Merged in a post:
CRM features
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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.
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Maryse from Zeffy
Merged in a post:
Merge Accounts
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Jay
If a customer/household has multiple accounts allow them to be merged.
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Eric
Yes, please!
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