Constituent IDs on Relationship tab

Anna Warner · May 2016

We really need to have our constituent IDs on the relationship tab in the list with the names. We are using a work around that I don't really like, but I was wondering if anyone else has a work around that we could use. Constituent ID is not an option for a column to show.

Ryan Hyde · May 2016

I'm pretty sure there's no way to do this. You can see it if you click into the relationship (assuming the relationship is also a constituent), but not from the relationship tab.

What's your use case scenario?

Melissa S Graves · May 2016

If you want it simply to know which relationships have full constituent records - know you can do this via the color ledgend. Make constituents be a special color, font treatment (bold, italics, etc) or have the relationship type have appended characters.

Gina Gerhard · May 2016

Also I think the column 'Is a constituent?" is available (if you right click and choose Columns to add/edit what shows).

Jen Claudy · May 2016

Unfortunately, you can't see that Field as a column... =(

You can set up a Legend for it, as Melissa mentioned, and/or use the column "Constituent?" as Gina mentioned. But you have to open the Relationship Record to see the actual ConstID. Might be worth searching for/adding to the RE Idea Bank. I'd vote for it! (I have a Legend setting so that any Relationship with a Constituent Record is bolded.)

Actually, I searched the RE Idea Bank...found and voted for this Idea. Which is 4 years old and only has 7 votes. =(

Gina Gerhard · May 2016

I noticed they did allow you to include 'Primary Addressee' - if they allowed 'Additional Addressee' and you could specify the Addressee type, then you can choose one that has the constituent ID as part of it.

Jen Claudy · May 2016

Gina Gerhard:

I noticed they did allow you to include 'Primary Addressee' - if they allowed 'Additional Addressee' and you could specify the Addressee type, then you can choose one that has the constituent ID as part of it.

I doubt, since they are so flexible, that an Additional Addr/Sal would ever become an available Field before the ConstID would. However...if you don't use the Primary Fields (we don't; which is a different topic), you could just populate one of them with the ConstID and voila! This is actually an excellent suggestion, Gina. (I do have an Additional Addr/Sal as the Title Bar on Records...it's an Alpha Sort, which includes the ConstID but at the end, showing as:

Hernandez, Robert C., Bob & Hernandez, Wendy - 4567891

Ryan Hyde · May 2016

Gina Gerhard:

I noticed they did allow you to include 'Primary Addressee' - if they allowed 'Additional Addressee' and you could specify the Addressee type, then you can choose one that has the constituent ID as part of it.

That's almost certainly never going to happen though. There can be only one "primary addressee" per constituent record, but there can be any number of "additional addressee" fields associated with a single constituent. To turn this into a column, they would have to force you to pick a specific addressee type from all available in Additional Addressee, and while that seems possible, I don't know of any other column setting in any other part of RE where that's an option, so I feel like it's an unlikely change.

That said, maybe this is another thing we could ask for and vote for in the Idea Bank.

Lauren Schler CFRE bCREPro · May 2016

You can also add the “Is Constituent” button to the relationship
grid though that won’t give the Related individual’s constituent
ID.

Anna Warner · May 2016

Ryan Hyde:

I'm pretty sure there's no way to do this. You can see it if you click into the relationship (assuming the relationship is also a constituent), but not from the relationship tab.

What's your use case scenario?

We have a high volume of gifts and do almost everything through import. We also have a high number of soft credits for certain workplace giving campaigns. This is when it would help our workflow to have this column available. When we have a list of 40+ soft credits, we would like to be able to go in the organization's relationship tab and see all the people and their ID number so we can transfer it easily into the spreadsheet and then import from there. For now we are entering their ID in the SS# box which is a column you can show on that tab. It works since we don't collect SS# for any reason at this point, but I hate wrong info in a field.

Jen Claudy · May 2016

Anna Warner:

Ryan Hyde:

I'm pretty sure there's no way to do this. You can see it if you click into the relationship (assuming the relationship is also a constituent), but not from the relationship tab.

What's your use case scenario?

We have a high volume of gifts and do almost everything through import. We also have a high number of soft credits for certain workplace giving campaigns. This is when it would help our workflow to have this column available. When we have a list of 40+ soft credits, we would like to be able to go in the organization's relationship tab and see all the people and their ID number so we can transfer it easily into the spreadsheet and then import from there. For now we are entering their ID in the SS# box which is a column you can show on that tab. It works since we don't collect SS# for any reason at this point, but I hate wrong info in a field.

In Config > Fields > Constituent, you can change the label on the SSN field. It probably won't change in the column headers on the Relationship Tab, but might be helpful to change on the Bio1 Tab.

Madeleine Holdsworth · June 2016

Absolutely! The constituent ID is the unique identifier for records and we do everything by constituent ID and it aggravates me to no end that this does not appear not only on the Relationship tab and but also on Gift detail reports (all reports for that matter).

Plus it would save the COUNTLESS HOURS that I have wasted explaining to our staff every few months as to why we cannot get this on our reports.

Anna Warner · June 2016

Madeleine Holdsworth:

Absolutely! The constituent ID is the unique identifier for records and we do everything by constituent ID and it aggravates me to no end that this does not appear not only on the Relationship tab and but also on Gift detail reports (all reports for that matter).

Plus it would save the COUNTLESS HOURS that I have wasted explaining to our staff every few months as to why we cannot get this on our reports.

There is a way to get them on your reports. You can choose to display the name of the constituent based on a configuration that includes the Constituent ID. That doesn't help with my issue, but that is how you can fix yours.

Anna Warner · June 2016

Jen Claudy:

Anna Warner:

Ryan Hyde:

I'm pretty sure there's no way to do this. You can see it if you click into the relationship (assuming the relationship is also a constituent), but not from the relationship tab.

What's your use case scenario?

We have a high volume of gifts and do almost everything through import. We also have a high number of soft credits for certain workplace giving campaigns. This is when it would help our workflow to have this column available. When we have a list of 40+ soft credits, we would like to be able to go in the organization's relationship tab and see all the people and their ID number so we can transfer it easily into the spreadsheet and then import from there. For now we are entering their ID in the SS# box which is a column you can show on that tab. It works since we don't collect SS# for any reason at this point, but I hate wrong info in a field.

In Config > Fields > Constituent, you can change the label on the SSN field. It probably won't change in the column headers on the Relationship Tab, but might be helpful to change on the Bio1 Tab.

Thank you! I have fixed that now. It is a nice way to at least see it that way. It does take extra work still to put in the ID in an extra location, but this makes it clearer what it is. Thank you for that piece.

Art Bryman 2 · September 2017

There is a way to get them on your reports. You can choose to display the name of the constituent based on a configuration that includes the Constituent ID. That doesn't help with my issue, but that is how you can fix yours.

It's so helpful to create an Addressee/Salutation in Config, that includes Constituent ID, constituent codes, and other information. Once you set up a new addressee type, you can use Tools-Options to use that addressee on the Title Bar. One suggestion - if you add a constituent ID in the front, add a comma or dash after it, so you can easily use Excel's Text to Column function when needed. If you add the ID at the end, make sure you put a comma or dash before it. For example, event seating is only correct when exported from an Event Seating Report. Event Seating Reports only export a salutation, and the seat information. Event and participant exports do not export multiple seats. Thus, when I use the Seating Report, I make sure to sort by Name (and configure it for my special addressee), and then use Excel's text-to-columns to split the name into Const. ID, first name, last name, const. code, etc.

Constituent IDs on Relationship tab

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