I'm working with some files where organizations regularly give us their primary contact's first and last name at the org - it sure would be great if IOM had a way to handle org contacts...
Right now I split my files into 2, so orgs in 1 file and individuals in a 2nd file, since the presence of a first & last name defaults to a key indication of I, even with an Org name present (any way to radio-button that, so the presence of an org name will create an org record and ignore any fname/lname data?)
Then I go back in manually and add a contact to each org to add the fname/lname of the org contact.
Just another suggestion to put in the hopper, thanks much!
1 Comment
J
Jeffrey Montgomery
said
almost 12 years ago
Hi Faith,
Can you map org name to constit --> org name and first and last name to Ind Rel --> First and Ind Rel --> Last, respectively? Also, in v. 1.8 we just added some new fields for individual relationships on organizations: Contact Type Is Contact Is Employee Is Primary Print Org
Faith Danforth
I'm working with some files where organizations regularly give us their primary contact's first and last name at the org - it sure would be great if IOM had a way to handle org contacts...
Right now I split my files into 2, so orgs in 1 file and individuals in a 2nd file, since the presence of a first & last name defaults to a key indication of I, even with an Org name present (any way to radio-button that, so the presence of an org name will create an org record and ignore any fname/lname data?)
Then I go back in manually and add a contact to each org to add the fname/lname of the org contact.
Just another suggestion to put in the hopper, thanks much!