We also have WF Bank, MG, branches etc. We have a record for each entity that we receive $ from. I think the key to getting the $ where it belongs is checking the entity/address on the check with the RE record. We do have parent org relationship record from HQ to local/branch banks. In some cases like...

When I create an organization relationship on a constituent's record (for instance, a primary business), the spouse (those with their own record) automatically becomes related to the org also. Upon opening the spouse's bogus org relationship, everything is grayed out, but even so, it is a bit...

I work at science museum with membership opportunities and we are looking into prinitng membership cards on "hard" cards versus the "soft" cards. We have been using the "soft" cards for a while because every year we have to reprint their cards since the expiration date changes...

Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...

We have several organizations that have many employees to whom we send specific mailings to ie) We want to send the notice for our Annual General Meeting to the Executive Director of an organization, but we want to send our quarterly activities brochure to the Social Coordinator of the same organization...