Quantcast
Viewing latest article 14
Browse Latest Browse All 20

PersonAccount Stay-In-Touch Gotcha

I make no secret that I’m a fan of PersonAccounts.  I think they’re  very handy when working with individuals instead of companies, and I  really like pairing them with the Relationship Groups app to make  households.

I’ve always considered them as mostly-contacts.  I put all Person  fields on the Contact object, reserving very few for the Account  object.  But for some reason, I’ve usually used Billing Address as the  primary address and Mailing as the secondary.  No reason – that’s just  how I’ve done it.

That all changed yesterday.  I was prepping to demo a system to a  company and decided to click the “Request Update” button to send a  Stay-In-Touch email.  This is not a customizable email (well, not much)  in terms of the fields from the Contact that it displays, so it used the  Mailing Address.  Oops!

From now on, I am using Mailing and Other addresses for PersonAccounts.  Billing, you’re reserved for BusinessAccounts.

Feel free to debate the merits and drawbacks of PersonAccounts below – I’ll respond to them in a future post.




Viewing latest article 14
Browse Latest Browse All 20

Trending Articles