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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

    I’d defer to Heather on this question since she is the one who put in the TASK ticket. I know I haven’t seen a change yet, and I’m currently testing in a beta version of 12.1.

     

    --

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marley Wynne
    Sent: Thursday, March 27, 2014 5:18 PM
    To: lkyllonen@smm.org
    Subject: RE: [Tessitura Development Forum] v12 - Plan Workers

     

    Hi Heather and Laine, did you ever get an update on this?  We've come across a situation where we've got a staff member leaving and need to re-assign all of her plans to a new worker.  For historical reasons, it would be nice to put an end-date on one worker, and a start-date on another, but I've gone through the documentation and can't find that functionality anywhere.

    From: Heather Kraft <bounce-heatherlaidlawkraft3507@tessituranetwork.com>
    Sent: 1/29/2014 11:42:24 AM

    Laine -

    We're in total agreement! I'm just opening up TASK in another window to put that in as an enhancement request, since it apparently didn't make it out when we first stumbled on this. :D

    Until then we've been fiddling with how to do it via some back end procedure or report. I'll let you know if we settle on something we feel is solid and not just some sql voodoo. 

    - Heather




    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

    I’d defer to Heather on this question since she is the one who put in the TASK ticket. I know I haven’t seen a change yet, and I’m currently testing in a beta version of 12.1.

     

    --

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marley Wynne
    Sent: Thursday, March 27, 2014 5:18 PM
    To: lkyllonen@smm.org
    Subject: RE: [Tessitura Development Forum] v12 - Plan Workers

     

    Hi Heather and Laine, did you ever get an update on this?  We've come across a situation where we've got a staff member leaving and need to re-assign all of her plans to a new worker.  For historical reasons, it would be nice to put an end-date on one worker, and a start-date on another, but I've gone through the documentation and can't find that functionality anywhere.

    From: Heather Kraft <bounce-heatherlaidlawkraft3507@tessituranetwork.com>
    Sent: 1/29/2014 11:42:24 AM

    Laine -

    We're in total agreement! I'm just opening up TASK in another window to put that in as an enhancement request, since it apparently didn't make it out when we first stumbled on this. :D

    Until then we've been fiddling with how to do it via some back end procedure or report. I'll let you know if we settle on something we feel is solid and not just some sql voodoo. 

    - Heather




    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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