We have county and city council districts that have access to funds that are sometimes donated to our organization. We both want to track that the Money was received from a.) the government entity that piad the check., b.) the election position that stewarded the gift i.e. City Council Seat 5, and c.) the individual holding position at the time of the gift.
The gift will be processed in the record of the enitity that sent the check. i.e. the City. Are affiliations between a different customer record, one for the elected seat and one for the individual the best way to track the connection to the other two?
Does that even make sense?
Should IT people ever be asking Development questions?
would love to hear anything that works well.
Thanks
Dean
We created an account type as government official. The account is actually for the government position. We manually add the name of the official in line 2 if they do not already have a personal record. If they do, they are affiliated into the position record. The Phil department is responsible for updating the records but the initial creation was done in our Data department. It was a lot of work initially but seems to be easy to maintain.