This tab shows summary information about organizations giving and organizational structure
Good to Know
- Corporate Info Summary Calculations:
- On the Corporate Info tab on an org record, the specific organizations to include in the summary must be selected by the end user by clicking on ‘edit selections’ in the corporate structure area and checking off the organizations to include in the summary. This is sticky and once done will stay, but only for the record in question.
- CONVERSION NOTES:
- Any constituent with the relationship “Parent Organization” should have the “Is Parent Organization” checkbox checked. Most often the relationship pair is “Parent Organization” and “Subsidiary”
- There are also links to parent companies on the RE Org2 tab. If the records column parent_corp is not null, can you please create a “Parent Organization” to “Subsidiary” relationship where the records.id is the Subsidiary and the records.parent_corp is the “Parent Organization”. The “Is Parent Organziation” checkbox should be checked similar to the above bullet.
How Do I?