Pulling Business Name

There are different places to pull in org name so that might be what's causing some confusion here.

It sounds like in this case, you need to get the org name that's actually in the set of Address fields - not from anywhere else.



So let's say you're exporting out the preferred address. Let's pull over these fields into export:

• Sort Name
• In Preferred address, Type 
• In Preferred address, Address Block
  • Address line 1/2/3/4/5
  • City
  • Country Long Description 
  • Organization Name
  • Position 
  • State
  • Zip

 

• For constituents with preferred address type of Home you'll get their home address. 
• For constituents with preferred address type of Business, you'll get their organization name and position in addition to the business address.

What you DON'T want to do is pull the Organization Name from anywhere else - like in the Primary Business Information section or the Relationships/Organization section.  Yes, that would give you the 'raw data' about their organization but NOT the organization related to their preferred address.

• In order to not 'cross-pollinate' data, you only want to pull the Organization Name that is associated with their address and NOT the other data on their record. If you do then yes, you'll get an organization name along with a home address.

I think that fully understanding how to pull addresses in RE can be challenging because sometimes, you think you're doing it right (ex: by grabbing Organization name from somewhere you're seeing it) but there's really some very specific ways you need to pull address data.  And fully understanding address processing is another area that you really have to understand well and it's not that intuitive.



Hope that makes sense ---



 

Melissa - So glad you were able to figure it out and now are scrambling to erase all that 'fudged' data!!



I think the way business addresses work in RE is one of the hardest areas to try to explain to users. Typically, there may be some address training in the beginning but staff are too new to really 'get it'.  So they never really understand or practice how to correctly structure a business address from the organization relationship, how these business addresses behave on a record, how to add new ones or remove old ones -- all aggravated by the fact that you can't see the organization name on the address itself!  



So this can definitely lead to misunderstanding and compensations that in the long run are not needed and you don't really want!



 

Elaine - Thanks for the great tip.  Any idea why that happens?