Differentiate between Organizations and Individual constituent records
S
Snehil Kumar (Almabase)
Almabase treats organization records like individual ones, updating fields like First Name. In contrast, RE has an indicator to differentiate between individuals and organizations. A feature to recognize organization registrations and adjust the Data Inbox results would be great. Right now, the only way is to manually ignore the entries in Data Inbox since they appear as individual records, even though they are correctly linked to the organization’s RE record.
D
Damon R. Rosenthal
To clarify, Almabase is wanting to update First Name in RE or Deceased info, but for Organization records in RE, we know both of these are not applicable. As a user, we can click on ignore, but these items should not really be coming into the Data Inbox and just cause unnecessary "noise" or items to reply to which could be avoided. We have a golf outing with several Organization registrations and there were 11 items in one day to reply to in the Data Inbox for items that are not applicable for Organizational RE records. Again, some "relatively" simple coding should be able to eliminate these "Not applicable" items from going to the Data Inbox for review. Let me know if you need more info. Next time I see, I can try to take an image and post here.
G
Ginu
Thank you for posting, Snehil Kumar (Almabase)! I have a few more questions for you:
- Can you provide examples of the types of organizations that are being incorrectly classified as individuals in the system?
- What specific fields or indicators do you suggest we use to differentiate between individual and organization records?
- How does this issue impact your day-to-day use of our platform and what improvements do you expect to see with the implementation of this feature?