I admin a CiviCRM 4.6 site running on Joomla 2.5. It's a company-based membership organization, and we're looking for a better way to keep track of prospect activity. Here are a few considerations:
- We process memberships manually, so all main members are organizations, with individuals receiving the "employee of" membership status.
- We want to keep track of activities such as phone calls and emails from within the organization record, in case we get a new main point of contact for a particular company, the activity record stays in the same place.
- We've created a separate category for individuals called "Main Contact" used for reports, so when we pull a list of members, we get the main contact person's information.
With this in mind, is it possible to have particular fields (such as name, title, email, phone, etc.) from the designated "Main Contact" pulled into the organization's record? I've worked with databases that did this, where you entered in the ID number for the main contact into the company record and it pulled in and linked the individual's information. Then, when running a report for members, you can set it to pull just member organizations, but have the person's name and contact info. It would also allow for easier prospect management, by being able to have a record of all activity stay with the company. So a new email from the company profile would go to the "Main Contact."
If this isn't possible, any ideas for a workaround?