Hi,
We are working on pulling a list for an invitation that will include individuals as well as organizations (with contact names). In Tessitura, for several organizations, we have more than one primary contact as we would like each of these people to receive major mailing information. We are having difficulty pulling a list where the output will include the following columns: organization name, primary contact name, address, etc. If an organization has several contacts, the list should pull in several lines for the organization, each listing a different contact name. Does anyone has any experience with this?
Tina,
We do this often at the perot by using a custom output set element for Affiliation Type with a parameter selection. Once you have this it is easy to run a list with the company and then export an output set like what you are describing.
Here is the recipe we used to set it up if you want to have your database person or superuser insert it into your TEST enviroment.
TR_QUERY_ELEMENT
Description: Affiliation Type*
Category: Constituent
Data Select: !.esal1_desc
Data From: LVS_AFFILIATION_OUTPUT
Data Where: affiliation_type_id = <<p##>> (The ## should be replaced with the table ID of the parameter set up in TR_QUERY_ELEMENT_PARAMETER) or you can hard code it to one Affiliation Type only by using Data Where: affiliation_type_id = #### where the numbers are the affiliation type ID from table TR_AFFILIATION_TYPE.
TR_QUERY_ELEMENT_PARAMETER
Description: Affiliation Type
Data Type: String
End of Day: Unchecked
Multi Select: Unchecked
Ref Tbl: vrs_affiliation_type
Ref ID: id
Ref Desc: description
Ref Where: (Leave blank)
Ref Sort: description
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Hope this helps.
Sadie