Need to define the link between a Business Relationship and a Business Address
When a Business Relationship is added, the user has the ability to define an address. Once the relationship is saved, there is no apparent way to see which Business Address is related to which Business Relationship. There needs to be Business Name (hopefully a linking / lookup field) on Business addresses
-
Guest
- Jun 29 2015
- Reviewed: Voting Open
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- +74
Related ideas
Our work around has been to make all employees an employee Contact type, which links the business relationship and the address used for the contact. It is super clunky, but sort of works. Improvements would be greatly appreciated.
Business address linking and address processing definitely needs improvement. Raiser's Edge worked much better.
Yes. Great idea!
This would be extremely helpful to us!
I am not sure if this will help you, but we have gone ahead and made everyone an Address Only contact of their employer in order to link them together.
We also need this badly, as we want to be able to do a mail merge of an individual constituent's business address and organisation name and job title into the same address label. Currently we cannot confidently say that the business address and employment information belong together and our reports show major data integrity issues.
With the option of recording this information, please also provide a query node to pull this information out.