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I prefer to put the correct phone number with the correct address (i.e., main phone number is with main address on bio one, work phone is with business information, winter phone is w/ winter address in additional addresses). He wants all phone numbers on the bio 1 (and I am guessing in the corresponding address as well). I am just curious if most other organizations put all the numbers on Bio 1. Regardless, I will do as he requests, but I am just wondering if my argument was warranted.
Thanks for your input!
We put everything on BIO 1. It makes things easier for the people who are not really into data.
Put them all on Bio1, absolutely.
We too often put everything on Bio 1 especially when we get work phone numbers but do not know where it is they work or have an address. I would prefer that they not be there for the same reason you stated. I love the constituent directory and you can print their primary address and phones in one column and the business address and phones in another - on paper it looks great. Unfortunately in the database it does not look so great to have the phones hidden in th business button or on the relationship/address tabs.
We have been asking BB to reconsider even having phones be required to be linked to an address. Emails and cell phones are the more common way to work with someone and they are not tied to a physical location. I believe that RE8 things will look drastically different but that is some time away still. I just hope that we do not set up our databases now in a way where in RE8 things look funky.
I might recommend duplicating the phone numbers both in the business info and also in the primary address so that later on we can potentially get rid of the ones on the primary address - assuming RE8 gives you better access to business phones.
Another vote for Bio 1, though I keep it on the other address also. I know that is duplicating the work, but I have both kinds of poeple working here, the Bio1 people and the right number with the right address. Easier to put it both places than listen to them over and over and over.......
I insist on phone type matching the address type, for the same reasons than Melissa (constituent profiles and reports). I never had anyone complain about this. I think they like the clarity of it. After all, Primary Business is one click away (!) and a non-preferred home address is two clicks away.
I concur - all contact info for the primary constituent goes under the Bio 1 tab for quick access. Info is categorized: work, home, cell, email, etc. Contact information changes and if it is kept in one location, it is easier to update.
The only exception is if the constituent record also has a linked spousal record. Then I keep the spousal contact information separate.
We store all phone info on the Bio 1 Tab, for ease of use. It's also easier to export out, without having to drill down several address levels. Whatever you decide, you'll want to be consistent!