...
| Note |
|---|
- If first name/ last name is filled and structure name is blank → Individual will be created. (1)
- If structure name is filled and first name + last name is blank → Structure will be created. (2)
- If structure name and first name/ last name are filled → Structure + Relay will be created. (3)
- Address applies to both structure and relay.
- Communication mean (Phone/ Email...) information on contact applies to both relay and structure.
- Authorization only applies to relay.
- Contact criterion: Depends on contact type. If contact type is Structure, then applies to Structure only. If contact type is Both/ Individual, then applies to Relay only.
Comparing 2 records which have the official name filled (can be (2) or (3)), based on structure information (official_name, address_name1, address_name2) + Address information (line1, line2, line3, zipcode, town, town_complement, country) → Decide if the same structure or different structures.
If relay has different address with structure, create a new data file with the operation "UPDATE" in order to update the address for relay.
Same rule with Communication mean (Phone/ Email...)
|
In case you want to associate a contact to a criteria or structure type. Follow these links: Define criteria's for the contacts and Define type of structure to create the records.
...