How do other organizations handle multiple contacts at a corporation, foundation, etc...? In some cases, we have multiple contacts that must each receive information from us. Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?
What we do is have a record for the company and then each contact has their own record which has an alias for the company name and then the contacts are associated to the company with an employment type Association. Should the contact leave, this is marked by using the end date of the association.
We find that the easiest way of maintaining a history of who the contacts were at a particular time - rather than amending the main, company record.