What steps will reproduce the problem?
1. Our organization is NOT managing donor/donation data
2. Virtually all Contacts are directly linked to Account/Org records
that are work-related, not donation-related.
3. When a new Contact record is created AND linked to an work-related Org
record via the Organization Name field, both a Contact related list item
(normal) AND an Affiliation record are created on the Account/Org record
page. The auto-generated Affiliation record is redundant.
What is the expected output? What do you see instead?
We understand the purpose of the Affiliation records and the intent that
Contacts "should" be linked to individual "journal" account records for
donations. Our organization wants to use the Organization Name field for
that link. Therefore, we need to be able to turn the auto-create function
off. The alternative is to link all Contacts with a Bucket Individual
record, but this is not our preference. Is this likely that we will gain
the ability to turn this function off or should we go ahead with a work-
around?
What version of the product are you using? On what operating system?
Contact/Org Package: 1.57
Affiliations: 1.5
Please provide any additional information below.
This functionality was duplicated on a separate Salesforce system - same
configuration, same Contact record linked to a work-related Org, same
duplicate Affiliation record.
Original issue reported on code.google.com by markwest...@gmail.com on 30 Jul 2009 at 9:53
Original issue reported on code.google.com by
markwest...@gmail.com
on 30 Jul 2009 at 9:53