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Splitting a Household in a Consortium

Former Member
Former Member $organization

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



[edited by: Mark Frey at 9:56 AM (GMT -6) on 14 Jan 2016]
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  • Former Member
    Former Member $organization

    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!

     

    Mark

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Wednesday, January 20, 2016 2:14 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Splitting a Household in a Consortium

     

    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

     

     




    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!

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  • Former Member
    Former Member $organization

    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!

     

    Mark

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Wednesday, January 20, 2016 2:14 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Splitting a Household in a Consortium

     

    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

     

     




    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!

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