Published: 4th August 2017
Step 1
In the Business tab of the constituent’s record, set the Org name as Non-Specified.
Step 2
Position should become: Retired – Non-Specified. (Leave Industry and Profession blank)
Step 3
Relationship and Reciprocal to become Former Employer and Former Employee.
Step 4
Date from and Date to should be left blank (the idea is we can eventually fill in the data we do not know).
Step 5
Click on the More button beside the Country field to access the Business Address details.
Step 6
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.
Step 7
Ensure that you click on Save and Close once you have made all your changes to the constituent’s Business record.
