Board of Director List

Allan,

I hope you can see the images I have attached – if not, send me a personal email and I will re-send.

Assuming you are on a current version of Tess, there are a couple of different options. First is the radio button on the bottom of the new list screen – Replace Individual with household and add all primary affiliates. Second, there is the “Add Individuals” tab on the same screen. This allows you to choose other individuals within households that you want on your list, but they may not be primary.

I hope this helps.

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Allan Waite
Sent: Monday, December 15, 2014 4:00 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Board of Director List

Hi Everyone - I'm helping our development team pull a Board of Director list and had a question. 

We would like a list of everyone who is a board member (the BOD constituency lives on the individual record of the board member) and they want to add to the list household, if it exists and any other affiliates, a spouse or partner. 

Basically, if there is a household, they want all three records (the HH and both individual records associated with the HH) to be on the list, not just the individual record or household. 

Can anyone point us in the right direction? 

Thanks for the help,
Allan 

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!

Third radio button at the bottom of every listmanager query:  “Replace individual with household and add all primary affilates.”   Just find your board members by (active) constituency for your main criteria, click that radio button, generate, and be sure to validate your results.

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

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

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Allan Waite
Sent: Monday, December 15, 2014 4:02 PM
To: John Trimble
Subject: [Tessitura Development Forum] Board of Director List

Hi Everyone - I'm helping our development team pull a Board of Director list and had a question. 

We would like a list of everyone who is a board member (the BOD constituency lives on the individual record of the board member) and they want to add to the list household, if it exists and any other affiliates, a spouse or partner. 

Basically, if there is a household, they want all three records (the HH and both individual records associated with the HH) to be on the list, not just the individual record or household. 

Can anyone point us in the right direction? 

Thanks for the help,
Allan 

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!