Greetings,
Just installed the K-12 trial in a new test org. Working thru the NPSP getting started materials. (I have some experience with SF, not a totally new to admin)
We have schools in Haiti and the D.R.
Fundraising is mainly in the US.
What would be the 'best practices' to separate the households/contacts between students in Haiti/DR and Donors in the US?
One reason for the separation is that the field offices can't access the US donor information. They manage the schools/classes/students.
Would I add record types to accounts/contacts (and potentially the other objects too) to specify these 'records' are field related?
For example, the account object, make record types:
- Household (existing via NPSP)
- Household Haiti
- Household DR
- Contact (existing in NPSP for the default household record type)
- Contact Haiti (Haitian Students/parents)
- Contact DR ( Dominican Students/parents)
Thanks
