Tagging multiple funds or profiles or staff on Contacts, Grant Conditions

When we create a Contact or a Condition record, it would be very helpful to be able to tag as many funds, or as many profiles, or as many staff members, as are relevant to that particular Contact or Condition. For example, if Harry, Paul, and Sally on staff met with George and Jane from Organization X to discuss the organization's Fund A and Fund B, and if Harry and Paul both need to have follow-up activities after the meeting, it would be really nice to be able to tag all of the parties and funds and staff tickles involved in one Contact record, instead of having to do a cumbersome cut-and-paste into a bunch of copies of the same Contact, but linked to different people. On grant Condition records, we should be able to remind multiple people that the grant report is due, or even send an email reminder on a particular day. That way with staffing turnover, nothing would get lost.
  • Guest
  • Aug 11 2015
  • Reviewed: Voting Open
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  • +30