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Salutations for patrons who are particular

Megan Hall
$organization

Hi all,

I've seen this issue at three different orgs so I'm posting here in hopes that someone has found a solution.

There is a segment of patrons who really care about their salutation - what they see on the envelope or postcard they receive. Some people don't want to see a prefix at all. Some people don't want their spouse on the label. There are many other scenarios.

Delivering on some of these preferences can be tough because "Gen Sal" so easily overrides the field based on A1 and A2 values. I would love to see a little "padlock" symbol next to Gen Sal that you can toggle on an off, but it doesn't exist.

Has anyone a good way to manage these accounts? For people that don't want their spouse to appear, we keep the spouse as an Adult Member but remove A2 - so that scenario is OK. But for many others, we don't have a solution.

Thanks in advance,
Megan

Seattle Symphony

Parents
  • $organization

    Hi Amy,

     

    Most/many of the canned reports we use, like the Event Listing Report, pull the account household name but this may be a system configuration we have set-up, I’m not 100% sure. There are definitely some canned reports that do pull the incorrect salutation but as far as I can remember it hasn’t been an issue because they are for internal purposes only.

     

    For the Event Listing Report, when we enter special event attendees we link the individual attendees and manually type in the name of each individual as it should appear for place cards, etc. (we have other data points for collecting/recording name info such as preferred special event host committee or program listings).

     

    For most donors, when we create the preferred salutation type for donor purposes and then will check the box to make that the default salutation pulled but there will still be a default salutation type.  Then the organization knows when doing any mass system updates or anything, to not touch the donor salutation type.

     

    Laurel

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Britt
    Sent: Wednesday, April 20, 2016 9:52 AM
    To: lskehen@calperformances.org
    Subject: Re: [Tessitura Development Forum] Salutations for patrons who are particular

     

    Hi Laurel,

    What do you do about canned reports? For example, something like the Event Listing Report would just pull the default salutation, correct? So you couldn't be sure that their name at check-in would be right. Let me know if I'm not understanding this correctly.

    Thanks,

    Amy

Reply
  • $organization

    Hi Amy,

     

    Most/many of the canned reports we use, like the Event Listing Report, pull the account household name but this may be a system configuration we have set-up, I’m not 100% sure. There are definitely some canned reports that do pull the incorrect salutation but as far as I can remember it hasn’t been an issue because they are for internal purposes only.

     

    For the Event Listing Report, when we enter special event attendees we link the individual attendees and manually type in the name of each individual as it should appear for place cards, etc. (we have other data points for collecting/recording name info such as preferred special event host committee or program listings).

     

    For most donors, when we create the preferred salutation type for donor purposes and then will check the box to make that the default salutation pulled but there will still be a default salutation type.  Then the organization knows when doing any mass system updates or anything, to not touch the donor salutation type.

     

    Laurel

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Britt
    Sent: Wednesday, April 20, 2016 9:52 AM
    To: lskehen@calperformances.org
    Subject: Re: [Tessitura Development Forum] Salutations for patrons who are particular

     

    Hi Laurel,

    What do you do about canned reports? For example, something like the Event Listing Report would just pull the default salutation, correct? So you couldn't be sure that their name at check-in would be right. Let me know if I'm not understanding this correctly.

    Thanks,

    Amy

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