Allow non-constituent relationships to be copied to other records

We would like the ability to copy an existing non-constituent relationship record into another constituent's record. For example, until our students graduate (K-12), they are listed as a non-constituent relationship in the parent and grandparent records (or any other family members). Currently, we have to add the same student several times as a relationship to several records. It would be nice if, once added to the first constituent record, we could simply copy the student's entire relationship record into another constituents record without having to re-type in all of the fields each time.

  • Guest
  • Jun 5 2013
  • Attach files
  • Guest commented
    March 18, 2016 00:12

    Are you using the search button when you add the relationships? If you are and have the box for "non-constituent records" checked, it should copy some of the information.

  • Guest commented
    March 18, 2016 00:12

    Thanks Nicole! Now, how do I delete an idea that is no longer valid...lol.

  • Guest commented
    March 18, 2016 00:12

    That I can't answer. ;)