Approval
Approved | Comments |
|---|---|
<insert> |
...
Organisation Accounts Contacts:
| Note |
|---|
|
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
...
AQB__DonorAccount__r.Name | AQB__ContactId__c | AQB__ContactId__r.Name |
|---|---|---|
R J & L M McKenzie Pty Limited | 0038v0000016zU0AAI | R J McKenzie |
Estate of the Late Ellie Grace Smith | 0034a000007DK8DAAW | Ellie Grace Smith |
iNova Pharmaceuticals (Aust) Pty Ltd | 0034a000007if6NAAQ | Sir/ Madam14010 |
Estate of the Late Kathleen Joan Laurence | 0034a000007EGHhAAO | Kathleen Joan Laurence |
Estate of the late Arthur Ronald Brown | 0034a000007E7RZAA0 | Arthur Ronald Brown |
Miss Shirley Joan Atkinson | 0034a000007EeLgAAK | Shirley Joan Atkinson |
Mr Francis Lord | 0034a000007G5UvAAK | Gertrude Angel-Lord |
Estate Of The Late David Harold Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Mr David H Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Jilin Holdings Pty Ltd | 0038v0000016rRjAAI | Louise Diamond |
Jilin Holdings Pty Ltd | 0038v0000016rReAAI | Michael Diamond AM MBE |
Estate of the late Francis William Tunney | 0034a000007EGp3AAG | Frank W Tunney |
| Note |
|---|
|
Example:
...
All 25 records that needs to be checked.
...
if contact has his own household account, we need to decide whether the contact should be directly linked to its household account or not. One contributor in AQ community says : “We create separate Accounts for the Estates, but set up an Account-to-Account Relationship (Coverer/Coveree) so that all gifts made by the Estate (also an Account Record Type of Household) gives automatic soft credit to the person's Account. The tax receipts go to the Estate, but the Donor's giving totals all sum correctly.” - zendesk post link
Estate being an organization account, by definition should not give legal credits. It can however give soft credit to a household account.
...