What is the best practice for identifying in RE the org. MAIN office

Anna Melnychuk

Hi ! I'm looking for advice on how to best identify a "main office" record when we have multiple related organization records in RE NXT. For example, we have five CIBC branches, but one main office we want to flag for communications. Is it a valid strategy to add a prefix or suffix (like “M”) to the Const. ID to identify the main office? If not, what’s the best practice for distinguishing the main office from the others in Raiser’s Edge? Thanks in advance!

Christine Robertson

@Anna Melnychuk I would use a Custom Field (Attribute) for this. Because of the way that the IDs are used to link the records, I rarely would change them and definitely not for something like this that can be done with more detail elsewhere.

Crystal Bruce

@Anna Melnychuk discussion moved to Raiser's Edge NXT community. Thanks!