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Membership Cards

Kathy MacGlashan
$organization

Has anyone created a system to generate membership cards from Tess? I would like to be able to export into an Excel file (so that the data can be sorted the way our membership manager likes it) to use in a mail merge. This is pretty straightforward except that we have mutiple members in the same membership and they each receive a separate membership card with their name (plus ID# and expiration date) on it. Is there a place to enter all member names in the same record and a way to get them out of the record? Or some other way?

Thank you for any help,

Kathy

  • $organization

    Yes – the Met has a custom record that records membership card data.   When a new membership is created there is a nightly routine that moves the Salutation 1 to the first line of the membership card.   We then have reports that pull this info –which is then exported.    You could have record for each card.  We only allow one card so Card Type controls what kind.

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kathy MacGlashan
    Sent: Tuesday, January 12, 2010 8:22 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Membership Cards

     

    Has anyone created a system to generate membership cards from Tess? I would like to be able to export into an Excel file (so that the data can be sorted the way our membership manager likes it) to use in a mail merge. This is pretty straightforward except that we have mutiple members in the same membership and they each receive a separate membership card with their name (plus ID# and expiration date) on it. Is there a place to enter all member names in the same record and a way to get them out of the record? Or some other way?

    Thank you for any help,

    Kathy




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  • $organization
    Hi Kathy,

    Have you considered using the acknowledgment functionality right out of Tessitura?  That's what we do here at the Science Museum.  We run the "print acknowledgment letters" report and export the results into excel for sorting and mail merge, exactly as you describe.  The only possible hitch I can think of is how you want the names to appear.  We print both adult names on both of our members cards, so that they are interchangeable.  If you needed only one name per card, perhaps you could either modify the report script to pull name 1 and name 2 separately instead of pulling the sal 1 line?  Or, alternatively, if you have an Excel Macros whiz on staff like we do, you could write a macro that you apply to the excel document that would take the sal 1 line pulled from Tessitura and split it into two, based on where the "and" falls in the sal 1 line.  If you go that route, I'd also consider putting some time in to have the macros do the sorting for you; ours are set to do some data error checking and sorting, and I cannot tell you how much less manual it makes the card process. 

    Let me know if you have any questions; I'd be happy to discuss more.

    Beth

  • $organization

    Kathy,

    Here's one possible solution.  Run your acknowledgment report and save it as a list, then export the information you need using Output Set Builder.  OSB includes criteria for N1 and N2 (Fname, Fname2, Lname, Lname2 etc.) although to get the membership information you may have to customize TR_QUERY_ELEMENT a bit but its pretty easy to do.  I can't guarantee that it will give you exactly what you want but its worth an investigation.

    Dale

  • $organization

    Thank you all for your help. I will try your suggestions as soon as possible.