Altru Ideas

It would be helpful if we could add a new organization record through the ‰ÛÏadd a relationship‰Û function. It‰Ûªs possible to add individuals if they don‰Ûªt exist yet as constituents with the new record button, but that same ability doesn‰Ûªt seem to exist for organizations.



For example, I want to add Mary Smith as an individual relationship to Joe Smith and she doesn‰Ûªt exist yet in Altru. Through his relationship tab, I click on ‰ÛÏadd individual,‰Û and then after I look to see if she already exists, I can add a new constituent record for her by clicking the new button next to the search function. If I want to add XYZ Company through ‰ÛÏadd organization,‰Û that create a new record button doesn‰Ûªt exist.