Published: 4th August 2017
In the Business tab of the constituent’s record, set the Org name as Non-Specified.
Position should become: Retired – Non-Specified. (Leave Industry and Profession blank)
Relationship and Reciprocal to become Former Employer and Former Employee.
Date from and Date to should be left blank (the idea is we can eventually fill in the data we do not know).
Click on the More button beside the Country field to access the Business Address details.
In the Business address tab:
- Country will be Unknown.
- Address type will be to Former Business.
- Info Source should be set to Unknown.
- Send mail to this address will be unticked.
- Date from and Date to – leave blank if we do not have any information on the address.
Ensure that you click on Save and Close once you have made all your changes to the constituent’s Business record.