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?
Hi Tina:
One way to do this is to separate this into two lists (or two different segments in one extraction).
The first segment can be your regular criteria plus "Constituent Type IN Individual/Household". That way you are ONLY pulling records that belong to people that fit your criteria.
The second segment will be your regular criteria plus "Constituent Type IN everything that's not Individual/Household" so you will get foundations/corporations/etc.
Since this is a list of the institutions themselves, you must do one more step in this segment: go to Add Individuals and add your Primary Contacts, then in Keep/Replace Individuals, Only keep the related constituents that were added. Now the list will only be Primary Contacts and will return more than one for each organization.
Depending on how you format your contact records, you might be done. We have the organization name as part of the address for each contact. If you don't do that, I know it's possible to create a custom output set element to pull the name of an affiliated organization, but I don't know exactly how to do so.
-- Mike