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 don't have any affected constituencies, but our Institutional team strongly prefers activities for organizational contacts to go on the organization's record itself.
This means that an Activity list will never have the invited Individual; it will read "So and So Foundation" and we will put the invited contact in the notes.
This makes it easy to keep an activity history in one place as contacts change, but it requires treating organization contacts much differently from individual donors.
-- Mike