Multiple Organization Locations

Adam Eggert

How does everyone handle entering organizations into RE that have multiple locations?

For example: Banks, We deal with alot of bank branches that each have the decision making power to make gifts to our organization. But ultimately the money comes from the main corporate location. Do you enter in a record for each branch location, or just one for the overall organization.

Thanks,

Adam Eggert

Horizon Health Foundation

Billy Fenyes

@Adam Eggert

It might help to use the “Parent Corp” identifier in BIO2. Then you don't necessarily have to mention the Banks full name on any account records for individual branches.