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Corporate Accounts Contacts:

Note

  • Organisation Contact awarded with Legal Credit Amount is a/NOT a Donor? - why contacts would be directly linked to an Organisation instead of their household account? Contact should only be directly linked to an organisation if they don’t have their household account.

example:

Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household

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Note

  • Organisation Contact with Soft Credit on their Account. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where we would be needed to Soft Credit an Organization?

scenarios:

matching gift:

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Matching Gift
org that matched the gift should not get "credit"
the employee who made the gift should get the "credit" for the donation and the matched gift.

Clean Up Activities TAP-211

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