Setting up address for a volunteer/board member

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Gina Gerhard
Gina Gerhard ✭
Ancient Membership Facilitator 3 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I'm wondering how others do this (reality check) --


If you have someone who, for example, is a board member of an organization and that's all you know about them:
  • how do you set up their organization relationship?
  • how do you set up their mailing address?
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Comments

  • Faith Murray
    Faith Murray ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Maybe I'm underthinking this, but it would really depend on whether our relationship is with them, or with their organization. If with them, we would make them an Individual and link them to the organization as a "Board Member" relationship type and possibly a Contact; but we would use their home address for mailings to them specifically. If our relationship is with the org, then the individual exists solely as a relationship sub-record on the org's main record, and they would receive mail at the organization address if their home address was unknown.


    Was that what you were asking?
  • Gina Gerhard
    Gina Gerhard ✭
    Ancient Membership Facilitator 3 Photogenic

    Faith Murray:

    Maybe I'm underthinking this, but it would really depend on whether our relationship is with them, or with their organization. If with them, we would make them an Individual and link them to the organization as a "Board Member" relationship type and possibly a Contact; but we would use their home address for mailings to them specifically. If our relationship is with the org, then the individual exists solely as a relationship sub-record on the org's main record, and they would receive mail at the organization address if their home address was unknown.


    Was that what you were asking?

    Faith - Typically these 'board members' have their own records as they are more high profile people in our database but we don't have a home address for them.


    So my question is:  If you create a relationship for them to the organization that is NOT employment, then the business mailing address that is craeted on their individual record comes out with NO organization name. That's what I'm really asking here -- how do you handle their mailing address?

  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    If mail sent to the organization would reach them, then I would be inclined to enter as the Primary Business, until such time as a Home or the actual Primary Business address is discovered.  If mail wouldn't reach them, then I would enter with a blank address...until you discover a valid mailing address.
  • Gina Gerhard
    Gina Gerhard ✭
    Ancient Membership Facilitator 3 Photogenic
    Jen - 


    What bugs me is that you have to break the rule -- NO it's not their primary employment, NO they are not an employee but in order to get the address to correctly show the organization name you have to choose YES on these -- 
  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    I've always thought of Primary Business as not necessarily actual employer but Primary Relationship.  You might be able to change the label, even (you can for Spouse, which we changed at a former job to 2nd Member because most of the time it was the second name on a membership, and not the actual spouse).


    I usually export data before merging, and normally avoid the Mail Module, so I'm not sure, but you could try putting the Org Name (on what I assume is a relatively low number of records) as an Address Attribute that is otherwise blank on all other Address records.
  • Melissa S Graves
    Melissa S Graves ✭
    Ninth Anniversary Facilitator 3 Photogenic

    Jen Claudy:

    I've always thought of Primary Business as not necessarily actual employer but Primary Relationship.  You might be able to change the label, even (you can for Spouse, which we changed at a former job to 2nd Member because most of the time it was the second name on a membership, and not the actual spouse).


    I usually export data before merging, and normally avoid the Mail Module, so I'm not sure, but you could try putting the Org Name (on what I assume is a relatively low number of records) as an Address Attribute that is otherwise blank on all other Address records.

    This suggestion gives me shivers. There is so much that RE does when you check the Primary Business checkbox that would not wotk for Parimary Relationship. For example, it adds a business address to the record. It also shows as their business on several canned reports, etc. I am not a fan of this option.

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