Here's a question from our Development team:
What are other people doing in the case when they have multiple invoice contacts at a company? For instance, suppose you have Company X and at some stage you do a sponsorship event for Department A of the company, which requires one invoice contact's name to appear on the invoice, but another time it's for Department B with a different company?
Do you create different constituent accounts for each department and turn it into a type of household where all the transactions can be seen together? Or do you put it all on the one constituent record, which creates the problem of having to change the main contact name every time you generate an invoice?
Or is there some other way that they haven't yet thought of?
Cheers,
Matt
Hey Matthew, Just an idea.I believe you could also add some custom data fields in the contribution editor window. Maybe create associated customer no field. When you process the pledge/gift on the organizations account you could add the constituent number of the contact there. Modify the job that creates the invoice to pull the name of associated customer number in the custom field when it is not null else organization name. I have not tried this with contributions, but I did create this for group sales department in the order window to deal with that exact issue.
Travis
We have a cascade of salutation types. We sometimes manually flip one to primary for a report run, and then back to “normal” after.
John Trimble Data and Prospect ManagerDallas Symphony Orchestra Morton H. Meyerson Symphony CenterSchlegel Administrative Suites2301 Flora Street Dallas, Texas 75201 214-871-4041 - phone214-981-2988 - faxj.trimble@DalSym.comwww.dallassymphony.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew HodgeSent: Friday, May 23, 2014 1:20 AMTo: John TrimbleSubject: [Tessitura Development Forum] Multiple invoice contacts for one company
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We have a cascade of salutation types. We sometimes manually flip one to primary for a report run, and then back to “normal” after. John Trimble Data and Prospect ManagerDallas Symphony Orchestra Morton H. Meyerson Symphony CenterSchlegel Administrative Suites2301 Flora Street Dallas, Texas 75201 214-871-4041 - phone 214-981-2988 - faxj.trimble@DalSym.com www.dallassymphony.com From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Hodge Sent: Friday, May 23, 2014 1:20 AMTo: John TrimbleSubject: [Tessitura Development Forum] Multiple invoice contacts for one company Here's a question from our Development team:What are other people doing in the case when they have multiple invoice contacts at a company? For instance, suppose you have Company X and at some stage you do a sponsorship event for Department A of the company, which requires one invoice contact's name to appear on the invoice, but another time it's for Department B with a different company? Do you create different constituent accounts for each department and turn it into a type of household where all the transactions can be seen together? Or do you put it all on the one constituent record, which creates the problem of having to change the main contact name every time you generate an invoice? Or is there some other way that they haven't yet thought of? Cheers, Matt 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! --View this message online at http://www.tessituranetwork.com/Community/forums/p/11640/35946.aspx#35946 or reply to this message
John Trimble Data and Prospect ManagerDallas Symphony Orchestra Morton H. Meyerson Symphony CenterSchlegel Administrative Suites2301 Flora Street Dallas, Texas 75201 214-871-4041 - phone 214-981-2988 - faxj.trimble@DalSym.com www.dallassymphony.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Hodge Sent: Friday, May 23, 2014 1:20 AMTo: John TrimbleSubject: [Tessitura Development Forum] Multiple invoice contacts for one company
Hey Matthew,
Late reply but we solved this with something a little different (version 11 obviously because version 12 solves this problem)
We created a view:
SELECT aff.affiliation_no,aff.individual_customer_no,ltrim((isnull(pre.description,'')+' ')+isnull(cus.fname,'')+' ')+isnull(cus.lname,'') full_name,aff.group_customer_no,aff.affiliation_type_idFROMVB_CUSTOMER cusJOIN TR_PREFIX pre on cus.prefix = pre.idJOIN T_AFFILIATION aff on cus.customer_no = aff.individual_customer_noWHERE aff.affiliation_type_id in (10007,10012)
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Then we created a custom field in T_KEYWORD that links up to this.And we joined a row in our acknowledgement report that does someting like this in order to show the customers name on the invoice.
"join LV_AFFILIATE_DROPDOWN asn on asn.individual_customer_no=cast(ord.custom_5 as int)"