Adding Organizational Relationship Record in NXT web view

Found that it is difficult to list organizational relationships in NXT Web view because it is not able to track the constituent codes under the options.

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  • Dariel Dixon
    Dariel Dixon Community All-Star
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    @Payal Sen Interesting… I find this to be a bit easier on web view, as I can easily attach relationships to existing non-constituent records. In my experience, the constituents usually have addresses or other information attached to them. I don't know how seeing the constituent code would help here. I would hope there is only one of each name, and if there is more than one name shared, the address would be a signifying differentiator.

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