The Causeview application can be used to save information about both organizations and individuals. Accounts are essentially a way of identifying what organization an individual represents or is employed by.
In some cases, you will want to save information in Causeview about an organization where you have contact with several individuals who represent the organization and deal with your organization on its behalf. In this case, you will be dealing with an account and it is best practice for all of the associated individuals to fall under that account. The account will tie the individuals to the organization tightly so that the organization’s name often appears alongside the individual's.
In other cases, your organization will deal with individuals who are interested in your cause independent of their workplace. While you can still specify an organization as the account for these individuals, and it is best practice to do so, you may decide not to save information about the organization or you may not know who the individual’s employer is. In Causeview, independent individuals can fall into a default “Individual” account, meaning that a constituent organization does not have to be specified. If no account or organization is specified when an individual is created, it will automatically be placed into the “Individual” account.
Individuals and organizations with account connections do not behave very differently in Causeview. Activity and gifts originating from the organization are credited to the organization, and activity and gifts originating from individuals with accounts are credited to the individual. The only exception to this is a major gift and grant opportunities. In the case of individuals and organizations linked through accounts, all credits for opportunities converted to transactions are associated with the organization. When an individual exists under the “Individual” account all major gift and grant opportunities converted into transactions are credited directly to the individual.
It is important to remember that accounts are used when an individual is an employee of an organization and that they are most important when tracking individuals who deal with your organization on behalf of their employer. If an individual has a connection to an organization but is not employed by it, the connection can be represented through an affiliation.
Difference between accounts and affiliations
Causeview can help you to represent the connections and associations between individuals and organizations accurately using accounts and affiliations. An account is used to specify an organization which employs an individual, or which an individual represents when interacting with your organization. When an account is in place, an individual is seen as a part of the organization. An affiliation, on the other hand, is used to indicate connections an organization has with other organizations and individuals outside of the group or company.
While both accounts and affiliations allow you to show a connection between an individual and an organization, only one account may be specified for an individual, while many affiliations can be formed. This is largely because an individual is expected to only represent or be employed by one organization at any time. However, an individual may be in professional or personal contact with many organizations at a time, and it can be useful to keep track of how your individual and organization constituents are connected.
Accounts and affiliations act differently within the Causeview application, and in order to understand which connection to use it is helpful to know how. An individual affiliated with an organization will appear on the organization’s related list of affiliated contacts, and the organization will appear on the individual’s related list of organization affiliations. This is the only impact of an affiliation upon either constituent. When an individual falls under an account, the name of the organization appears in the “Account” field near the top of the individual’s detail page, the individual is shown in the related list of individuals on the organization, an automatic affiliation may be created between the organization and individual, and the organization will appear as the account for any opportunities created from the individual. Perhaps most importantly, the organization will receive transactional credit for any opportunities the individual is involved in if the individual has an account. The functional differences between affiliations and accounts reflect their inherent conceptual differences.