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Organizations as Constituents

Last post 08-04-2005 11:36 AM by Norisha Kirts. 1 replies.
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  • 02-08-2005 10:19 AM

    Organizations as Constituents

    I'm wondering how other folks have created guidelines on when and why to make an organization (whether a constituent's primary business or an organization in the Relationships tab) a constituent. Do you make all organizations, regardless of amount of information for that org, a constituent? Some but not others? How do you make sure all constituents that might share that org reflect that org as the constituent with the correct ID (so that the Relationships tab is working for you)? Thanks!
  • 08-04-2005 11:36 AM In reply to

    Organizations as Constituents

    Our organization only considers the organization as primary business if you work there. If an organization is on the relationship tab, I do not make it a constituent unless multiple people are associated with that organization, or it gives a gift, should receive a mailing, etc.
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