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v12 - Plan Workers

Laine Kyllonen
$organization

Has anyone found out if there is a way to mass-edit or update existing workers on plans in v12?

Currently in v11, I have the option to edit all aspects of solicitations - including what workers and solicitors I'd like on the plan.

In v12, I don't see a way to mass-edit workers. Being able to update workers and edit who is primary would be extremely helpful in keeping the data clean.

Since we use plans on all of our solicitations (including a large number of annual fund asks), I'm hoping there is a way to take care of updates like this without needing to manually edit the individual plans on every constituent record once added.

Thanks for your insight,

Laine

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  • $organization

    Kevin:

     

    Thanks for the link. Unfortunately, my question is more about whether I’m still going to be able to edit workers like I can in v11. It looks from the documentation that this portion of the functionality is being lost in v12. Am I reading that correctly?

     

    Thanks,

    Laine

     

    --

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kevin Sheehan
    Sent: Tuesday, January 28, 2014 10:22 AM
    To: lkyllonen@smm.org
    Subject: RE: [Tessitura Development Forum] v12 - Plan Workers

     

    Hi Laine,

     

    Is this what you are looking for: http://www.tessituranetwork.com/Help_System_v12/Content/Plans/Adding%20Workers%20to%20Multiple%20Plans.htm ?

     

    Kevin Sheehan

    Senior Technical Writer & Consultant

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     




    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!

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  • $organization

    Kevin:

     

    Thanks for the link. Unfortunately, my question is more about whether I’m still going to be able to edit workers like I can in v11. It looks from the documentation that this portion of the functionality is being lost in v12. Am I reading that correctly?

     

    Thanks,

    Laine

     

    --

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kevin Sheehan
    Sent: Tuesday, January 28, 2014 10:22 AM
    To: lkyllonen@smm.org
    Subject: RE: [Tessitura Development Forum] v12 - Plan Workers

     

    Hi Laine,

     

    Is this what you are looking for: http://www.tessituranetwork.com/Help_System_v12/Content/Plans/Adding%20Workers%20to%20Multiple%20Plans.htm ?

     

    Kevin Sheehan

    Senior Technical Writer & Consultant

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     




    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!

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  • $organization in reply to Laine Kyllonen

    Hi Laine -

    Yeah, we've found that once you set the primary worker, you cannot update/change that primary worker en masse. I thought I put in an enhancement/holy cajole type of ticket in about it when we first found it in v12 - however, I can't find it which means that it might have fallen through the cracks.

    We're in the same boat as you with a bazillion plans that we sometimes have to transfer/move in bulk. You can *add* as many workers in different roles as you want in bulk, but I think you are really asking about that primary worker functionality, yes?

    - Heather