Our usual rule is to enter constituency codes and upload activities (for example) to a HH record as opposed to the individual affiliate. When an Individual is affiliated with an organization and also has a HH, I am wrestling with the pros and cons of staying with the HH rule. In these cases, the reason the Individual is being invited to the activity is due to the fact he or she is affiliated with the Org record. So in that light,I would choose the Individual record over the HH. However, since almost all data is residing in the HH, I am concerned about being inconsistent and how that may effect my database in the future.
Please let me know if any one has any recommendations on this one. Thanks!
Lise at Roundabout
We put certain constituencies on the household (those having to do with donations and ticketing, because we keep transactions on the household) and certain constituencies on the individual record (board membership, certain support group memberships, volunteer activity recognition). It requires some training to pull lists and set up extractions—you need to know exactly what you are pulling and why. So for mailings where board membership is salient, we pull the board members but then replace them with their household if it’s a social mailing and pull them as individuals if it’s an e-mailing or an invitation to a board event.
Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera