To Relate or Not To Relate

To Relate…or not to Relate…

All business addresses should be linked to a parent constituent.  This allows address updates, to update on all linked records.  For example, Doctors Jones, Smith, and Williams work at the same practice.  They also have employed paraoptometrics Sally and Mary.  If all five are linked with relationship and linked addresses, updates on the practice address, will also be updated on the individual’s records.

When creating the linked address users must know when to create the employment relationship.  The relationship always is created when the constituent is employed at the address being linked.

 

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