We are a non-profit that gets donations from lots of individuals who work at companies, etc. When we create a new person they go to the organization that they are connected with. However, when this person then contributes financially, the donation appears under the organization name and not the contact person.
Suggestions on how to resolve this? Create the person as a contact and create the organization separately and then affiliate them with the org??
Thanks!
Bobby
답변 2개
Bobby, this use case sounds like a solution where "Person Accounts" might be a good fit? Also, are you on the Non Profit Chatter group under Collaboration here? Start with the link below on Person Accounts and see what you think:
https://help.salesforce.com/HTViewHelpDoc?id=account_person.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=account_person.htm&language=en_US)
