Hoping for a little advice on the best way to address the following situation.
We have individuals with relationships to organizations. Each individual can have multiple relationships to organizations; each organization can have multiple relationships to individuals.
Relationships have custom fields.
Based on a query against the custom fields, the client wants to use tools (exports, mailing labels, etc.) which combine fields from both the individual and the organization.
A concrete example:
We want to generate a mailing to "delegates". Each individual could be a delegate for many organizations, and each organization could have many delegates. Whether or not an individual is a delegate is determined by a custom field in the relationship.
We need to generate an exports and mailing labels which include the name and phone number of the individual, and the name and address of the organization.