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TriTX
Posts: 1

Organization Affiliation

Hi,

I am a newbie with Salesforce Non Profit Starter Pack.

I am able to create tabs, add customized fields.

Right now,,,I have a question:

The Contact  is set as One to One with the consideration that with this option we can do the Roll Up Summary for individual that doesn't have relation with the any organizations yet.

I understand that the Organization tab is the same as Account tab and this tab keeps track the organization record similar like the Contact tab.

But looking at the Contact record per person there is Organization Affiliation section that I think thru this section we can add or update the Organization record per contact.

I hope the understanding that I have about the above is correct.

 

Now, we have a field that named 'RP Affiliations' which describes the contact relationship with our organization e.g. Donor/Sponsor, Board Member, etc.

 

I think it is more make sense if we just put this field in the Contact tab.

 

However, there is another idea to put this field in the Organization Affiliation that is always included in the Contact view per person.

 

I tried to add this 'RP Affiliation' in the Organization tab but this item will not show up in  Organization Affiliation section when I pull up the info per contact.

 

 

The other way that my superior think is to add new affiliation that will take care this 'RP Affiliation'  field.

In your guys expertise opinion  should I put this field in the Organization Affiliation section or it is better to put in the Contact tab? 

 

What is the best practice for assigning this specific field to specific tab?

Thank you in advance  for all the helps and advice