I know this topic has been discussed in length but we are a little late to the v11 game so please excuse the re-hash.
We have been running v11 on Test for a few months and have been discussing whether to transact at the household or individual level. From reading previous posts, it seems that most are transacting at the household level.
If that is the case, I would appreciate comments on how you are determining who in the household you are actually transacting with (or did you decide that the info is not that relevant?) Seems to me important info to have for contributions to know who made the actual contribution. Am I wrong?
I would like to hear what decision you made for transactions (household v individual) and what led you to that decision.
Thanks,
Todd T
Hi Todd,
In v12 we are adding the ability to both keep the transaction on the household and track which individual in the household initiated the transaction. You can read more about it in the What’s New in v12 document in the Enhanced Constituent Tracking section. You might want to keep that coming functionality in mind as you make your decision.
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com