New strategy for new duplicates

We are still not certain what will happen as how mailings/messaging to the person is still being determined.   One thing we determined we wanted to do is put the person’s name in the Alias of the Corp/Fdn so the record could be found in v.11.    Depending upon the interaction with the Group some of our Dev folk are used to typing Name 2 to find the record not the company or foundation name and we don’t want to lose that.    It mirrors what is being done for Corporate Contacts.

We also are giving the Name 2 a specific affiliation under employment so we can easily identify the Name 2 record and work with it as needed.

There is no primary affiliate on a Group record as I understand it.   Affiliations can be ranked so they may appear in a particular order when a Group record is retrieved.

One of the first things we noticed in our v11 test is the new duplicate accounts created when there is a name 2 on an organization. Prior to v11 we called the "purposeful dups" - one person who was a primary contact for an organization might be the name 2 on the org account, but also have their own individual account. 

Has anyone developed a strategy for merging these new duplicates, or at least identifying them? We were considering taking the name 2s off account before we upgrade for any accounts where the name 2 is already an individual account. If there is no name 2 on an individual account, would an associated account become the primary affiliate in v11? I think that would be handled by tru_association_mapping. Is that correct?

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We have thought about that but if you code it as “Include in Search”  that would be true for all records with that Affiliation – correct?     So you still need to give your Name 2 folks a different Affiliation for other employees or contacts.   Right?    Or is this one of the features you can check for specific individuals

Our test version of v.11 – the “include in search” has not been working but hopefully is with the restore done this week.  So I get to start playing with it next week   Thanks for letting me know to give another look.

I just wanted to throw into the mix that you shouldn't have to put the alias a person's name in a corporate account in v11. If you check the 'Include in search' checkbox when setting up the affiliation that person's account should show with the corporate account when searching for either.

You can set that behavior up as a default in the TR_AFFILIATION_TYPE table. We've been moving our accounts to use this way of looking people up and it so far has worked really well. It also has the benefit that when you inactivate an affiliation you don't have to worry about removing that alias as well.

For our migration we had too many Name 2s on corporations to properly clean up before moving to v11 (and they were pretty much a mess to begin with), so we decided to clean up accounts that had recent activity when possible and left the rest to clean up when we had v11 functionality.

HTH,

Heather