Anonymous
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5 votes
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26 votesAnonymous
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Actually, I'd like to see it do all of the following, just as IOM handles all the relevant portions of "formering" an address when there's a new one, it should handle this common situation as thoroughly as well:
a. Relationship (ideally would be changed to a table value we can set, like Former Employer)
b. Reciprocal (ideally would be changed to to a table value we can set, like Former Employee)
c. Date To (ideally would be filled out with today’s date or another date option)
d. Employee (Is Employee True/False checkbox; ideally would have the checkmark removed)
e. Matching Gift Company information to the relationship should be considered for removal if the person is no longer an employee
f. Anything else? Before implementing really think this process through. :)Thanks.
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27 votes
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It is not at all uncommon for constituents to have their work address as their preferred address--not everyone gets their mail at home from nonprofits. I have seen this a lot at Junior Achievement, Make-A-Wish, and now a new client I'm working with. In fact, many people have their relationship with nonprofits through their work affiliation. So please make it possible to mark a primary business relationship address as the preferred address. Thanks. Bill (Bill Connors)
Anonymous
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This week I setup a new IOM profile to import new students and their parents. The problem I ran into, and I would assume it's a fairly common one with schools, is that sometimes the parents already existed as constituents because of older children at the school and the parents had a non-constit relationship record to the new student as one of the other children the Advancement Department was tracking. This school wants all students to be constituents, especially because the same student can be linked to multiple sets of parents because of divorces, etc. So I had to add duplicate relationships to the parents in order to both link the student to the parents and make the student a constituent, even though I could see the existing student relationship, because IOM only allowed me to promote *spouse* non-constit relationships, not all relationships. So we sat there with the Duplicate Search results, saw the existing student relationship, but had to write it down, click Add New, and then go back after the import and delete the non-constit relationships. Certainly there is a better way (these is, add the option to promote any type of non-constit relationship which I know is not an impossibility since I'm told it's an easy customization).