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Before creating contacts and relationships it is important to consider how you conduct business with the contact. Should you create one contact? Or two contacts linked by a relationship? Consider the following situations:
Scenario 1: |
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Description: |
Mr John Smith is a supporter with no connections to other supporters. |
Contact Setup: |
Create a single contact record for this person. There is no need to use any relationships in this case. |
Scenario 2: |
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Description: |
Mr Jack Brown owns JB Painting. Jack Brown is a supporter but would like his mailings directed to his business, JB Painting. |
Contact Setup: |
Create a single contact record for Jack Brown. Enter the company name in the Care Of field. There is no need to use any relationships for this case.
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Scenario 3: |
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Description: |
Mr Andrew Smith is a director of ITech Pty Ltd. He regularly donates to your organisation and the business is active by supporting a specific project. |
Contact Setup: |
Create two contact records; one for the business and one for Andrew. Create a relationship between the two contacts. |
Scenario 4: |
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Description: |
Harry and Mary Brown are both active with donations to different causes and campaigns. They each have a distinct and important meaning in their association with your organisation. |
Contact Setup: |
Create two contact records related as husband and wife. This will allow you to correctly reflect communications, events and interests for each person. |
