Reverting Plans to Individual

One way we have been able to do this, is to CREATE a HH record, and then AFFILIATE the existing record, CREATE and AFFILIATE the spouse.

This keeps the original information intact.

One consideration – double check that info will or will not move over if your organizational practice is to have all trans on the HH level and you Move Transactions to HH.

A staff member converted her own individual account to a Household account in order to add a spouse, but discovered that all of the plans and plan steps assigned to her are now converted to the household as well. Is there a way to move the plans back to her individual account?

Thanks,

Jeanne DeVore | Technology Manager
Chicago Shakespeare Theater

312. 667.4943 direct line  | 312.403.0314 mobile | www.chicagoshakes.com | facebook | twitter
800 East Grand Avenue on Navy Pier | Chicago, Illinois 60611

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One way we have been able to do this, is to CREATE a HH record, and then AFFILIATE the existing record, CREATE and AFFILIATE the spouse.

This keeps the original information intact.

One consideration – double check that info will or will not move over if your organizational practice is to have all trans on the HH level and you Move Transactions to HH.

A staff member converted her own individual account to a Household account in order to add a spouse, but discovered that all of the plans and plan steps assigned to her are now converted to the household as well. Is there a way to move the plans back to her individual account?

Thanks,

Jeanne DeVore | Technology Manager
Chicago Shakespeare Theater

312. 667.4943 direct line  | 312.403.0314 mobile | www.chicagoshakes.com | facebook | twitter
800 East Grand Avenue on Navy Pier | Chicago, Illinois 60611

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!