Solicitation & Worker v12 Migration

I did not get an answer to this question, unfortunately.

Although the default is not ideal, we’re not doing any adjustments until after the upgrade.  We’ll have to create a script to make the swaps, but that has not been developed yet.

I’m actually moving on to another organization next week so I will not be a part of any v12 implementation/adjustment that occurs.

I wish I had better news Chandra!

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

Follow Us: 

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
Sent: Friday, April 25, 2014 1:08 PM
To: Christine Pellerin
Subject: Re: [Tessitura Development Forum] Solicitation & Worker v12 Migration

Hi Christine,

Have you found the answer to this question?  I'm wondering the same thing.  We did a test import and the primary workers are not assigned the way I intended.  

Thanks,
Chandra 

We're in the midst of testing our v12 roll-out and we've noticed that our business practices have not quite matched up with the v12 defaults.  For instance, we've been using the "Solicitor" field to demarcate board members attached to the file and the "Worker" field to demarcate the staff person assigned to the file.  When we've migrated over to v12, the system is defaulting the Solicitor field to be assigned as the Primary Worker, which is not what we want.  We want the staff worker from the v11 Worker field to be assigned as the Primary Worker.  I tried looking through the Migration Toolkit document but it didn't look like there was a specific table that dealt with this issue.

Has anyone come across this?  Is it possible to indicate in the system that the Worker field should be assigned to the Primary Worker checkbox?  Or will altering the default behaviour somehow mess things up down the line?

Any advice would be appreciated.  Thanks!

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!

I did not get an answer to this question, unfortunately.

Although the default is not ideal, we’re not doing any adjustments until after the upgrade.  We’ll have to create a script to make the swaps, but that has not been developed yet.

I’m actually moving on to another organization next week so I will not be a part of any v12 implementation/adjustment that occurs.

I wish I had better news Chandra!

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

Follow Us: 

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
Sent: Friday, April 25, 2014 1:08 PM
To: Christine Pellerin
Subject: Re: [Tessitura Development Forum] Solicitation & Worker v12 Migration

Hi Christine,

Have you found the answer to this question?  I'm wondering the same thing.  We did a test import and the primary workers are not assigned the way I intended.  

Thanks,
Chandra 

We're in the midst of testing our v12 roll-out and we've noticed that our business practices have not quite matched up with the v12 defaults.  For instance, we've been using the "Solicitor" field to demarcate board members attached to the file and the "Worker" field to demarcate the staff person assigned to the file.  When we've migrated over to v12, the system is defaulting the Solicitor field to be assigned as the Primary Worker, which is not what we want.  We want the staff worker from the v11 Worker field to be assigned as the Primary Worker.  I tried looking through the Migration Toolkit document but it didn't look like there was a specific table that dealt with this issue.

Has anyone come across this?  Is it possible to indicate in the system that the Worker field should be assigned to the Primary Worker checkbox?  Or will altering the default behaviour somehow mess things up down the line?

Any advice would be appreciated.  Thanks!

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!