Consent for relationships

We have multiple relationships in organisations and some of the relationships only like to be communicated in certain ways.  It would be ideal if the consent button was added to the relationships as well.

 

The relationships will never be full records but we communicate with them because they are our contacts for various reasons within the business.

  • Colleen Watt
  • Aug 3 2018
  • Will not implement
Constituent record
  • Attach files
  • Jarod Bonino commented
    October 04, 2018 14:03

    Thanks for submitting this idea Colleen! In terms of "consent", communicating with Organization contacts is (in general) considered communication with the organization, not the individual. If you wish to treat your communication with these contacts as communication with individual records (not the organization), then I would recommend promoting their records to Constituent records. That way you can track individual consent and solicit codes on their record directly. Otherwise, the intent is that the contacts inherit the Consent and Solicit Codes from the Organization they are a contact for.


    Thanks,

    Jarod Bonino

    Senior Product Manager, Raiser's Edge

    Attachments Open full size

Related ideas