Let say our organisation is a school and we have a pupil who spends time living with each of her separated parents.
How do we structure an accounts and contacts scenario to support the varied requirements that might occur as result of such complex family situation.
In this example the parents Elvis and Priscilla are also on our database as contacts and each have their own household accounts. Lisa Presley is a separate contact who has relationship links to both households. Lisa Presley also has an affiliation linked to the school organization account.
Not-for-profit with a corporate supporter called AC/DC Inc.
There’s a CEO Bon Scott who is our Primary Contact for this organisation.
As you can see, we setup an organisational account for AC/DC Inc and a contact record for Bon Scott.
- Bon Scott’s record is then linked to AC/DC Inc as the Primary Contact.
- Bon Scott then becomes a personal donor in his own rights, and we are provided with his personal contact details
- Bon Scott has an auto created Scott household account.
The Hillsong Church is an organisation that has agreed to support our nonprofits by promoting our activities to its members.
It’s pastors and other senior members are instrumental in this relationship.
We establish the Hillsong Church as an account and establish contact records for each of its staff members. These are all linked to the Hillsong church account and a pastor is set as the primary contact.
As our relationships continue to develop, and we also form a relationship with one of the Hillsong churches subsidiaries, its education campus. We will create multiple contacts including the director of that campus.
- We establish the Hillsong campus as its own account record.
- We add each of its management team as contacts and link them to the campus account record, and mark the director as its primary contact.
- We then add a relationship between the Hillsong church main account and the main Hillsong church campus account using the Parent Account field.