1 | Create a new account
Then subsequently create a linked Account to Account relationship that links the two accounts with current and former name or Legal and Trade As Name | Gifts Entry : Two account records. Old gifts can be in the old account, new gifts can be in the new account Relationship Tree : By linking the two accounts, this appear in Relationship Tree. User can forget to link the two accounts or make the incorrect relationship type Accounts : you need to flag the old account so that it will not be used anymore for correspondence or any transaction Alternate Account name : not used Contacts : you need to transfer the contacts to the new account and this makes the old Account orphaned. Receipts : Use this for when you need to keep record of or Existing Records : review if the relationship is former name / Trade as Name. Consider migrating the former name to Alternate Name, then merge the two accounts together.
| there are about 1,269 org account to org account relationship that needs to be reviewed. select id,RecordType.Name, AQB__AccountId__r.name, AQB__AccountRole__r.name, AQB__RelatedAccount__r.name, AQB__RelatedAccountRole__r.name from AQB__RelationshipAccount__c where AQB__AccountId__r.RecordType.name != 'Household' and AQB__RelatedAccount__r.RecordType.name != 'Household' and RecordType.name != 'Non-Linked Account'  |
2 | On the same Account record, Change the Account Name where this is logged in AccountHistory
Then subsequently create a non-Linked Account to Account relationship that links the two accounts | By creating the non-linked A2A relationship, this appear in Relationship Tree you can record gifts just from the Account
| There are only 6 records select id,RecordType.Name, AQB__AccountId__r.name, AQB__AccountRole__r.name, AQB__RelatedAccount__r.name, AQB__RelatedAccountRole__r.name from AQB__RelationshipAccount__c where AQB__AccountId__r.RecordType.name != 'Household' and AQB__RelatedAccount__r.RecordType.name != 'Household' and RecordType.name = 'Non-Linked Account'  4 |
3 | Use Alternate Account Name object that is linked to the Account to store the former/old name 👍 | Recommended by AQ, also being used by Carnegie Mellon University Gifts Entry : same account Relationship Tree : will not reflect in relationship tree, but have the option to create a non linked account if so desired. Accounts : Account is renamed to its legal name Alternate Account name : will contain records of former name Contacts : use the same contacts Receipts : this option records all the gifts and transactions of the one legal entity in one account regardless if the gift was given through a former name or a trade as name Existing Records : review if valid
| There are only 17 records select id, AQB__Type__c, AQB__AccountId__r.Name from AQB__AccountNames__c  |