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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

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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

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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

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