Head office, Branch offices, one constituent linked to the multiple offices

Sandra Evers · August 2016

Hello

We have numerous organizations that have multiple branch offices, in particular real estate offices. Our COO is wanting every branch office linked under a 'head office' umbrella and the realtors then linked to the appropriate branch. However the individual realtor may in fact work out of 2, 3 or more branch locations. The actual check comes in from the branch office with a list that breaks down the contributions of each realtor. When the realtor works out of more than one branch location keeping it all straight in RE can be a nightmare especially when receipting and the realtor has multiple addresses and only one address can be the primary for the realtor.

Any suggestions?

Thank you!

Magdalena Sarnas 2 · August 2016

Hi Sandra,

What a great questions! I have a few more questions.

Do you need to store the additional branch offices on tha realtors account?

If you do, have you used the Primary business Information check box to be the field that shows which branch office is primary?

Is it possible when creating the primary branch relationship to add an attribute under the relationship to track the additional branch offices?

Hope this gives you some options. Looking forward to hearing from you.

Magdalena

Sandra Evers · August 2016

Magdalena Sarnas:

Hi Sandra,

What a great questions! I have a few more questions.

Do you need to store the additional branch offices on tha realtors account?

If you do, have you used the Primary business Information check box to be the field that shows which branch office is primary?

Is it possible when creating the primary branch relationship to add an attribute under the relationship to track the additional branch offices?

Hope this gives you some options. Looking forward to hearing from you.

Magdalena

Thank you, Magdalena,

I do need to store the additional offices. The difficulty really comes in with receipting as the realtor may have made donations through 2, 3 or more offices and they generally want to keep the receipts separate. I have chosen what seems to be the most used address as the primary however it is not always the same. I will have a look at the attributes and see if there is a way to manage the office addresses.

Thank you,

Sandra

Head office, Branch offices, one constituent linked to the multiple offices

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