Spouses of Deceased Constituents in Extractions

A useful somewhat hidden “feature” of Tess that we stumbled across is that if you change the deceased half of a couple from A2 to blank, Tess will automatically re-build the salutations and header without that name.

Jane Voytek

Donor Database Coordinator

Berkeley Repertory Theatre

510-647-2905

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Daniel Reinglass
Sent: Thursday, May 08, 2014 12:44 PM
To: Jane Voytek
Subject: [Tessitura Development Forum] Spouses of Deceased Constituents in Extractions

Hi all,

I've been struggling with this issue for some time now and can't seem to find anything on it online. So here goes.

When a constituent in a household dies, we mark the individual as inactive and deceased and leave them in the household. If they are an A2, they stay there, and if they were an A1, we flip them with their alive spouse. We leave all constituencies, current and old ticket history and contributions under the Household account. We update salutations and everything to reflect only the alive spouse.

In Extractions, we suppress deceased people as to, of course, avoid sending them things (The "Search Household" button is unclicked and the "Leave the individual" option is selected). However, we still want to send things to the alive spouse, who needs to extracted for a mailing, based on either their giving history or their constituencies. The problem is, they simply do not show up. WHY?!

If anyone can shed any light or help, I'd greatly appreciate it!

Thanks,

Daniel

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!

A useful somewhat hidden “feature” of Tess that we stumbled across is that if you change the deceased half of a couple from A2 to blank, Tess will automatically re-build the salutations and header without that name.

Jane Voytek

Donor Database Coordinator

Berkeley Repertory Theatre

510-647-2905

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Daniel Reinglass
Sent: Thursday, May 08, 2014 12:44 PM
To: Jane Voytek
Subject: [Tessitura Development Forum] Spouses of Deceased Constituents in Extractions

Hi all,

I've been struggling with this issue for some time now and can't seem to find anything on it online. So here goes.

When a constituent in a household dies, we mark the individual as inactive and deceased and leave them in the household. If they are an A2, they stay there, and if they were an A1, we flip them with their alive spouse. We leave all constituencies, current and old ticket history and contributions under the Household account. We update salutations and everything to reflect only the alive spouse.

In Extractions, we suppress deceased people as to, of course, avoid sending them things (The "Search Household" button is unclicked and the "Leave the individual" option is selected). However, we still want to send things to the alive spouse, who needs to extracted for a mailing, based on either their giving history or their constituencies. The problem is, they simply do not show up. WHY?!

If anyone can shed any light or help, I'd greatly appreciate it!

Thanks,

Daniel

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!