Hi
I am going through the tru_association_mapping table for our current associations and I had a number of questions regarding how to fill in the "new affil type" and "household create".
If we have a corporation constituent type which is associated to a "secondary contact" individual account, I filled in the row as follows:
New Assoc Type = EmployerNew Other Assoc Type = Secondary ContactNew Affil Type = Secondary ContactHousehold Create = Uncheck
I am assuming that a group account will be created for the company and the secondary contact will be affiliated with the company created
For a case where it is a parent/child association, I am putting household create as I assume that a household will not necessarily be created if it is a one-person household (and I assume two households will not be created if n1 and n2 are on the original parent account.
Thanks,
Lou Ann
Lou Ann,
In the situation you describe, with the Corporation associated to an Individual with the association type of Secondary Contact and the mapping table setup as you have it, Yes, the Individual will end up being affiliated to the Corporation with the affiliation type in the mapping table.
Looking at Parent/Child associations and the Household Create check box, things are a bit more complicated. The Household Create box is specific designed to create a household when you have a parent with no name 2 associated with a child and you'd like end up with a household with the child affiliated. Normally, customers with no name 2 are not migrated to households. But, in this case, you want a household created, so the student can be affiliated to it. As discussed in the documentation, only one 'side' of the xref pair can have the box checked, specifically the row with the xref type on the parent record.
Now, if a parent records does have a name 2, the Household Create check box will have no effect in that case, since a household is already going to be created.
Hope this helps!
David
Thanks for your response, David. I had one more question: suppose we have more than one account for a given individual -- ie we currently have his n1/n2 account with his spouse and then we have a corporate contact account with the company.
How are people handling this? Should we allow two accounts to be created and then merge them afterwards.
Thanks.
Lou Ann - I would migrate to v11, let the migration create the duplicates, and then have a merge scheduled as part of the upgrade project plan after the merge. The identify merge procedures have been enhanced for v11 and it will be much easier to find the duplicates once they are individual constituents rather than in a company account.
Anna
Anna & David
Do you have an example set of TRU_Association_Type and TRU_ASSOCIATION_MAPPING that we can look at.
I've actually found that the example images in the documentation are really helpful. Having a working set of files would be really helpful.