Hi,
I'm wondering if there is a way to split a HH in a consortium environment where A1 is a VIP at one organization and A2 is a VIP at another organization. We want A1 to keep all our data and history but another org wants A2 to keep all their data and history. Is there a way to split the household so that we can keep all our data with A1 and the other org can keep all their data with A2?
Thanks so much!
Mark
Hi Mark,
I would imagine this would be a perfect use for communication manager. Your consortium would have to discuss the use of communication manager but, you can control group that information so this is a perfect solution to your conundrum. You could also use constituencies to be placed on the individual accounts that reference their VIP status. Another suggestion would be to have both of your organizations place void merges on each individual account in this household so that the accounts aren't merged on accident.
Chris
Ahh...that does become a little more difficult. The only way I could think of doing this without any SQL work would be to allow for transactions to be placed on individual accounts in the household instead of being required to be on the household level. I'm not sure how this works with donations and memberships, but with ticket orders, you can could just change the owner and/or initiator to the correct individual account in the household. I know owner and initiator exists in contributions, but I'm not sure if you can change them like you can in ticket orders. You would really only need to do this with one individual account, as the other will be merged into the household when you convert that household account with one individual back to just an individual account. Once you've done that, give the account that will be leaving the household it's own primary address and then you can simply remove it from the affiliation completely.
Hopefully this all makes sense. If not, feel free to email me directly at ccuhel@5thavenue.org if you need any clarification.
Thanks Chris. Sorry, I should have been more specific. We want to split the HH because the couple have divorced. The wife is a VIP at 2 organizations and they would like her to keep all the data from the HH split, but the husband (now remarried) is a VIP at a different org and they would like him to keep all the data from the split. Does anyone know if it’s possible to split the HH this way?
Mark Frey | Woodruff Arts Center | P: 404.733.4277
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher CuhelSent: Tuesday, January 19, 2016 3:04 PMTo: Mark FreySubject: Re: [Tessitura Development Forum] Splitting a Household in a Consortium
From: Mark Frey <bounce-markfrey7157@tessituranetwork.com>Sent: 1/11/2016 2:29:12 PM
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Hi, Mark:
If I am understanding you correctly, you might need to leave the original household, with its members, intact, but inactive, and associate new constituents back to the individuals in the inactive household (we have an association of “same person” for one or two cases that can’t be merged for peculiar reasons) to find the historical information. Just an idea.
Lucie
Thanks Lucie,
We did think about that option but are hoping to avoid doing that. As often as we run giving history reports, we really don’t want to have to (or have to remember to) manually add households together to get a full picture.
I was really hoping for a way to split the record but will probably ask our IT dept if they can split it the way we need it split. Luckily, this doesn’t happen very often!
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie SpielerSent: Wednesday, January 20, 2016 2:14 PMTo: Mark FreySubject: RE: [Tessitura Development Forum] Splitting a Household in a Consortium
We are part of a consortium and currently don’t have any set guidelines in place on splitting households as they are handled as they happen. One possible way of splitting these VIPs and keeping information with them would be to create new accts for VIP 1 and VIP 2 and put them in new households if appropriate. Then with the old acct you could use Owner, Initiator, Recipient to share the history on the old household with the new accts for orders and donations (which could be a soft credit). That way each organization could handle moving or updating the transactions as they desire and they will then be able to see the history in the respective VIPs acct, but retain what the history was when a couple.
(You could just move the orders and adjust donations to the new accts, but you will only see the transaction in the new accts). Once this is completed, any attributes, relationships, constituencies, etc. that you need on the new accts could be added/moved and an association could be created to the old accts and all the old accts could be inactivated.
Not sure if it would work for you, but maybe something along these lines would.
Hope that helps.
T.C. Brown
Database Administrator
412.392.4834
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey Sent: Monday, January 11, 2016 2:34 PM To: TC Brown <TBrown@pittsburghsymphony.org> Subject: [Tessitura Development Forum] Splitting a Household in a Consortium
I'm wondering if there is a way to split a HH in a consortium environment where A1 is a VIP at one organization and A2 is a VIP at another organization. We want A1 to keep all the data and history but another org wants A2 to keep all the data and history. Is there a way to split the household so that we can keep all the data with A1 and the other org can keep all the data with A2?