Board of Director List

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!

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!