
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:
- Is there a way to change the default setting on this, so I don't have to delete the Household Layout in its entirety?
- 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!
4 个回答

Hi Judi, how do you suggest importing an organization account with an affiliated contact?