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Hello!   I realized that even though I thought I had mapped my fields carefully, somehow all the "Company" fields of my contacts populate in "Primary Affiliation" and default the Account name to "XXXX Household".  While I may find this helpful from time to time, my focus is primarily corporate-facing (as opposed to individual donors).  So I have 2 questions:

 

  1. Is there a way to change the default setting on this, so I don't have to delete the Household Layout in its entirety?  
  2. Is there a way to bulk change the existing company info that is in the "Primary Affiliation" field?  In a perfect world, I'd like the exact opposite where the company name is the Account, and the "Primary Affiliation" is the "XXXX Household".

 

Thanks in advance for your help!

답변 4개
  1. 2016년 10월 7일 오후 11:52
    Hi Judi, how do you suggest importing an organization account with an affiliated contact?
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