Another salutation question

Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".

We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title.  I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this.  Am I missing something, or has someone come up with a way to make this happen?

  • We do it manually by running a new accounts report and editing the records.

     

    Not only are names missing prefixes, but sometimes information is in all lowercase as well.

     

    Thanks,

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W Pershing Road

    Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org

     

    Buy tickets and enroll for classes: www.kcballet.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jane Voytek
    Sent: Thursday, October 31, 2013 5:45 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Another salutation question

     

    Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".

    We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title.  I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this.  Am I missing something, or has someone come up with a way to make this happen?




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    Fancy Free
  • Former Member
    Former Member $organization

    Jane,

    I don't think it's possible to put in IF/THEN logic in TR_SALUTATION_FORMAT. You could write a custom database job to do this update or possibly force the title field to be required on the website. I know there are some customer service arguments against doing this.

    Short of that, it's probably going to be a manual review of new accounts. We do this on all new accounts as well for both web and user entered records. We check the whole general tab for formatting issues and update them by hand. It's a big job (we have a full time data integrity specialist who is responsible for all the records in the consortium) but it gives us much more consistency in our customer records.

    - Levi

  • Jane, your question intrigued me, and I put together a query that would add a salutation to a group of customers. You could create a new salutation type of “web” and apply it to all accounts built by your web user, then set the salutation insert to run as a nightly job. Or if you want this salutation for all individual accounts, you could add it to those. This wouldn’t be the default salutation, but you could pull this type of salutation in your letters/reports/eblasts. The only thing a bit tricky about the code is that it requires a cursor so that it can put in a new salutation_no (and update the T_NEXT_ID table) for each row in the TX_CUST_SAL table that holds salutations, and it won’t insert a salutation if that customer already has a salutation of the same type.

     

    I ran the code on my test system and added 20,000 salutations that are addressed to, say, “John” or “Mrs. Smith” based on whether or not there is a prefix in the account. The update took about 35 seconds. I’d be happy to share if you think this would work for you.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera
    8390 NW 25th Street
    Miami, FL 33122

    Direct Line: 305.403.3291
    Switchboard: 305.854.1643 x. 1521
    Box Office: 800.741.1010
    To Give a Gift: 305.403.3315
    www.FGO.org

    2013-2014 | 73RD SEASON
    A NEW VISION WITH PROVOCATIVE REPERTOIRE
    MOURNING BECOMES ELECTRA NABUCCO TOSCA THAÏS

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jane Voytek
    Sent: Thursday, October 31, 2013 6:43 PM
    To: Lucie Spieler
    Subject: [Tessitura Development Forum] Another salutation question

     

    Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".

    We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title.  I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this.  Am I missing something, or has someone come up with a way to make this happen?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization in reply to Lucie Spieler

    Hi Lucie,

    I'd love to see how you did that if you wouldn't mind sharing!

  • Hi Jane,

    I know of a way to do something similar to what you're looking for. Here, we wanted it to say either John Smith or Mr Smith depending on whether or not a prefix was available. We accomplished it by doing this <'P1' ;'F1' ><'L1'> as the criteria.

    The last name will still show up either way in that scenario so I'm not sure if that's helpful to you or not.

  • Lucie,

    Trying to do something similar in my system.  Would you share your code with me?

    Thanks,

    Dot

  • I just uploaded code that will allow you to insert specific salutations for all accounts built online (or within a date range or in a particular list, depending on how you edit the code) to my profile: http://www.tessituranetwork.com/Community/members/luciespieler8144/files/default.aspx

     

    It’s called INSERT_TX_CUST_SAL.sql

     

    This should be edited by someone who understands your database, and tested on your test system first, as it does add data to your database.

     

    Lucie

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    Florida Grand Opera

  • Thank you Lucie.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dot Krebs
    Sent: Tuesday, October 14, 2014 5:42 PM
    To: Dot Krebs
    Subject: RE: [Tessitura Development Forum] Another salutation question

     

    Lucie,

    Trying to do something similar in my system.  Would you share your code with me?

    Thanks,

    Dot

    From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com>
    Sent: 11/1/2013 11:10:04 AM

    Jane, your question intrigued me, and I put together a query that would add a salutation to a group of customers. You could create a new salutation type of “web” and apply it to all accounts built by your web user, then set the salutation insert to run as a nightly job. Or if you want this salutation for all individual accounts, you could add it to those. This wouldn’t be the default salutation, but you could pull this type of salutation in your letters/reports/eblasts. The only thing a bit tricky about the code is that it requires a cursor so that it can put in a new salutation_no (and update the T_NEXT_ID table) for each row in the TX_CUST_SAL table that holds salutations, and it won’t insert a salutation if that customer already has a salutation of the same type.

     

    I ran the code on my test system and added 20,000 salutations that are addressed to, say, “John” or “Mrs. Smith” based on whether or not there is a prefix in the account. The update took about 35 seconds. I’d be happy to share if you think this would work for you.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera
    8390 NW 25th Street
    Miami, FL 33122

    Direct Line: 305.403.3291
    Switchboard: 305.854.1643 x. 1521
    Box Office: 800.741.1010
    To Give a Gift: 305.403.3315
    www.FGO.org

    2013-2014
    | 73RD SEASON
    A NEW VISION WITH PROVOCATIVE REPERTOIRE
    MOURNING BECOMES ELECTRA NABUCCO TOSCA THAÏS

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jane Voytek
    Sent: Thursday, October 31, 2013 6:43 PM
    To: Lucie Spieler
    Subject: [Tessitura Development Forum] Another salutation question

     

    Many of our new accounts get set up on the web, and get entered as "John Smith" rather than "Mr. John Smith".

    We would like the "Dear" salutation to default to "John" if there is no title, but "Mr. Smith" if there is a title.  I've studied up on the documentation for TR_SALUTATION_FORMAT, but haven't found a way to do this.  Am I missing something, or has someone come up with a way to make this happen?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!