Our webforms work very well for individual constituents, connecting the transactions to their records (as long as they have signed in). However, we found that when an organization made a purchase online, Altru created a new individual. Since we couldn't merge an individual with an organization, we were faced with fake refunds and replacement transactions which are laborious and hard to trace later if a question comes up. Our solution was just to remove the organization membership levels from the website and ask them to mail a check or call in their credit card.
Our renewal process for organizations also relies on letters - no email renewals. A library often ends up with a whole string of email addresses, and we can't ask them to let us know when a particular employee leaves.
Has this been a problem for anyone else? Is there a “best practices” for organization constituents? We have a lot of libraries who join in order to get the Library Passes to loan out to their members. There are also a few like The Arc and most recently an inquiry from a group home. Any guidance would be appreciated!
