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?
We use affiliation types for this, affiliating the individual employee record to the umbrella company. We have “Head of Company”, “Primary Development Contact”, “Secondary Development Contact”.
We also have specific salutations set up for these so that we can pull:
Mr. David Smith
ABC Company
1234 Main St
Anywhere, USA 11111
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tina Immink Sent: Wednesday, April 26, 2017 9:39 AM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Report/list to include organization and contact
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