One Organization, Two Records

ShawnAlis Cusato

I'd like input about setting up duplicate organizations, one tracks constituents who are employees and the other holds any gifts.  There are separate, corresponding constituent codes.  As far as I can tell, the idea behind this process is that it is too difficult to manage companies with different addresses, and we almost exclusively deal with our constituents at their home.  So, all the constituent employees can go on one record without any address on that record.  The other record will have the necessary address for acknowledging gifts.

This appears confusing to me.  If it is worth it to have the org in the database, then managing the addresses isn't all that difficult, especially if we don't ever mail to them!  Also, donations can come from different branches, so there is no guarantee that the one org, one address will hold for very long.  (We already make a separate org for any matching gift, based on the address seldom matching the address on file.)

What are your thoughts, suggestions, ideas?

Julie Canter

Shawnalis Cusato:

I'd like input about setting up duplicate organizations, one tracks constituents who are employees and the other holds any gifts.  There are separate, corresponding constituent codes.  As far as I can tell, the idea behind this process is that it is too difficult to manage companies with different addresses, and we almost exclusively deal with our constituents at their home.  So, all the constituent employees can go on one record without any address on that record.  The other record will have the necessary address for acknowledging gifts.

This appears confusing to me.  If it is worth it to have the org in the database, then managing the addresses isn't all that difficult, especially if we don't ever mail to them!  Also, donations can come from different branches, so there is no guarantee that the one org, one address will hold for very long.  (We already make a separate org for any matching gift, based on the address seldom matching the address on file.)

What are your thoughts, suggestions, ideas?

Hi Shawnalis,

 

I would think it would be less confusing to have just one record for the organization. This would allow you to see all of their employees by going to the Relationship Tab and also the gift history of the organization by viewing the Gift Tab. If the organization does have multiple addresses, you can see all of them on the Addresses Tab and have their most current address marked as the Preferred.

 

If you are interested in learning how to merge two constituent records, so the information captured on both of the records would now just be listed on one record, you can reference the knowledgebase solution below.

<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
 

How to merge duplicate constituent records (includes demo)

 

http://www.blackbaud.com/kb/index?page=content&id=BB1109

 

 

ShawnAlis Cusato

Julie Canter:

Hi Shawnalis,

 

I would think it would be less confusing to have just one record for the organization. This would allow you to see all of their employees by going to the Relationship Tab and also the gift history of the organization by viewing the Gift Tab. If the organization does have multiple addresses, you can see all of them on the Addresses Tab and have their most current address marked as the Preferred.

 

If you are interested in learning how to merge two constituent records, so the information captured on both of the records would now just be listed on one record, you can reference the knowledgebase solution below.

<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
 

How to merge duplicate constituent records (includes demo)

 

http://www.blackbaud.com/kb/index?page=content&id=BB1109

 

 

Thanks, Julie.  I appreciate your input.  It's funny, I thought this post would generate a lot of responses; I guess you never can tell!