Hello IOM Users,
We're working on two new functionalities for IOM and we need your feedback on how they should interact. The first is we are adding the ability to create a relationship between full constituent records (org or individual). The second is that we are adding support for importing relationship addresses. From our early tests it seems that, by default, if we create the relationship (for this example lets say between a constituent and an organization) the relationship address by default will be a copy of, and linked to, the org record's primary address. If we are also importing an address for the relationship (sorry, no advanced address processing form as there is only one address on a relationship), by default it would update that primary address because it is linked. Another option would be to have a setting in the IOM profile to break the link between relationship address and record address before updating the relationship address. This is no problem (and the current plan), but A) which setting should be the default? and B) are there other options we need here?
We appreciate your feedback, but please get it in early... it's easier to change now than it will be later!
I vote for not updating the org's address by default, as mentioned above.
I find this useful as we have a link to the HEP matching gift database on our online donation site. We also have the HEP ID in Raiser's Edge as an attribute on orgs records that match gifts.. With a little nudging I can have the online donor supply this HEP ID and IOM can auto-link the donor to his employer.
I agree that we NOT update the org address by default as outlined in Faith's response.