Couples?
| Scott 101 post(s) |
How are others handling the entry of couples and families? Do you combine in one contact record or unique affiliated cards? How do you handle the info that is unique to one person like email and mobile? Ideas? SB |
| Adam Darowski Administrator 523 post(s) |
I’m very curious to hear what others do, but in my personal account I just have them separate (and affiliated). The data cleanliness junkie in me wants to avoid duping the same home address, but the only way to do that is the set up a company called “the Darowski Family”. How ‘bout anyone else? |
| HansD 243 post(s) |
If you view “company” as an organisation, this feels like a good way. But, than I would like to have multiple organisations for a person and would like to have a type indicator for an organisation. |
| Adam Darowski Administrator 523 post(s) |
The way we’ve been handling multiple companies is deciding on a “primary” company (in most cases, this has been an easy decision to make) and using that as the contact’s company. We handle the other companies as affiliations. In the case of freelancers, I tend to use their consulting business as their company (or even nothing if they don’t brand themselves that way) and then add all of their clients as affiliations. |
| Scott 101 post(s) |
Adam – I’ve been entering them in as a single contact for the sake of avoiding the duplication but I do get stuck on how to enter the multiple emails and such. I guess I could do different locations or supertags but am trying to keep things lean. Now that I think about it, my nieces and nephews all have email addresses of their own as well. I think unique cards is probably the way to go. SB |
| HansD 243 post(s) |
Adam, for freelancers adding clients as affiliations look fine. But say that freelancer is part of a couple, and his/her partner works for a company you want to track? |
| Adam Darowski Administrator 523 post(s) |
Unfortunately, there will be a way to throw a monkeywrench into it at some point. :) Using “families” as companies is a hack that’s probably only ideal if you’re tracking personal contacts. Once you start mixing that with a business contacts, you run into these types of limitations. |
| HansD 243 post(s) |
Well, yeah. I’m running BB for the “me” company – personal and business are mixed in there. But let me know when you’re busy doing the coffee making feature :-) |
| Adam Darowski Administrator 523 post(s) |
I’m hesitant to add multiple “primary companies”, much like I’m hesitant to include multiple instances of the same SuperTag. I can see the value, but it makes reports, exports, adherence to standards & whatnot very difficult. That’s not to say we’ll never add these features. We just have a lot of things we’re trying to do that we actually do have a plan for first. :) Good feedback, as always, though… |
| HansD 243 post(s) |
Adam, perhaps you could share a bit more on what you girls&guys are working on using blog posts? |
| Adam Darowski Administrator 523 post(s) |
HansD… While we can’t talk about everything we’re working on, gathering feedback on existing features could be interesting. Of course, we’re doing that here already (List building, Affilitions, etc.). I’ll see if any of these would make good posts. Otherwise, I’m really digging the feedback here! |