Multiple invoice contacts for one company

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 Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201

214-871-4041 - phone
214-981-2988 - fax

j.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 AM
To: John Trimble
Subject: [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

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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 Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201

214-871-4041 - phone
214-981-2988 - fax

j.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 AM
To: John Trimble
Subject: [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!