Welcome to Forums Sign in | Join | Help | Forums
in Search


individual relationship tab: job title / position

Last post 05-21-2009 11:25 AM by Saysavanh Sith-Ratanavong. 6 replies.
Page 1 of 1 (7 items)
Sort Posts: Previous Next
  • 04-02-2009 5:27 AM

    individual relationship tab: job title / position

    hi

    what's the purpose of having these 2 fields cover the same information?

    which field would you definitely populate if you had to just choose one?

     

     

  • 04-02-2009 10:27 AM In reply to

    Re: individual relationship tab: job title / position

    I do not have a job title field.  I have Position and Profession.  It is possible that someone in your org re-named some of the fields.I populate Position with their exact job title as that is the one that prints in an address or list.The drop down list for Profession is a generic list for Lawyer, Doctor, etc.
    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 04-02-2009 11:16 AM In reply to

    Re: individual relationship tab: job title / position

    here's an attachment containing a screen shot of the page. we use version 7.81.

  • 04-02-2009 11:33 AM In reply to

    • Leslie Heisler
    • Top 75 Contributor
    • User Since: 2002
    • Posts 114
    • Organization: Southwestern Vermont Health Care
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: individual relationship tab: job title / position

    Someone renamed both the nickname and maiden name field on the bio 1 tab.  Since the change applies to all records, I wonder where nicknames and maiden names are stored?  You can create salutations based on the nickname on the record, so I would never use that field for something else. Like Melissa, I put job titles in the position field.

    Leslie

    Leslie Heisler
    Southwestern Vermont Health Care
    www.svhealthcare.org
  • 04-02-2009 11:37 AM In reply to

    Re: individual relationship tab: job title / position

    This may be something with the UK version because I am on 7.83 and attached is what my screenshot looks like.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 04-02-2009 11:42 AM In reply to

    Re: individual relationship tab: job title / position

    Or as Leslie says, they were renamed by someone at your org.  (one wonders why...)

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 05-21-2009 11:25 AM In reply to

    Re: individual relationship tab: job title / position

    we've very recently upgraded to RE Enterprise v7.85

    the screen shot shows a new individual relationship on an organisation constituent.

    i think there's too many fields duplicating the same info e.g. Job Title, Position, Relationship/Reciprocal, Contact Type.

    but will omitting certain fields impact on other functions e.g. querying/exporting mailing lists?

Page 1 of 1 (7 items)