Hello!
Our team had our NPC configured to utilize Person and Org accounts, but as we are growing we're starting to see issues with integrations and reporting. Some examples of issues include: having to create duplicate reports to include both person and org account data; third-party integrations not accepting the "person" account setup so we are having individuals setup as contacts under an "org" account of their first and last name; duplicate reports for mailchimp etc.
We enjoy the functionality of person accounts due to the opportunities feature, however we're unsure if this is the best way to organize our contact data in the long term due to already running into issues with only 3 integrations and ~700 contacts.
Is this a common problem with utilizing person accounts? Are there better ways to setup our system that can scale with the company?
Hi Alex- I shouldve been more clear. Mailchimp works just fine, but on the salesforce integration end, I have to set up duplicate reports for sending data over to Mailchimp due to having both person and org accounts. However, the issue regarding no recognition of person accounts for third parties IS coming up with the FundraiseUp platform.
