improve relationship maps

For our prospect researchers and users of the information they add to BBCRM it would be great if the relationship maps could be a bit more flexible to include more information (relationship type, current or former etc) and allow users to move constituents (drag and drop), so family tree hierarchies can be built. Degrees of separation would also be useful to show (regardless of filters applied).

  • Guest
  • Dec 2 2016
  • Reviewed: Voting Open
Blackbaud CRM / Relationship Management
Reported Version 4.0
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  • Paul Mehta commented
    20 Feb, 2023 02:54pm

    It would be great to be able to choose the relationship entity type. Adding Households/groups is a must for my organisation

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  • Margaret Parviainen commented
    26 Jan, 2023 04:37pm

    Per a conversation in the Virtual Office Hours webinar, it would be amazing to include group and committee membership in relationship trees and maps

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