Report/list to include organization and contact

My apologies, I should have followed that up with how we get those names.

When we pull our lists for the Company records, we use the relationship tab options at the bottom of the list manager builder screen to Include Affiliations. Then we choose the types we need.

The caveat is that this will return a number of records on your list and will require someone double checking the spreadsheet:

·         Company – where the donation/sponsor information lives

·         Additional Record(s) for “Primary Development Contact” (depending on how many you have affiliated)

·         Additional Record(s) for “Head of Company” (ditto)

·         Additional Record(s) for “Secondary Development Contact”

As long as the addresses are similar, or the Company name is entered into the salutation, you can sort to get those records grouped together.

Thanks,

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

---

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

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

My apologies, I should have followed that up with how we get those names.

When we pull our lists for the Company records, we use the relationship tab options at the bottom of the list manager builder screen to Include Affiliations. Then we choose the types we need.

The caveat is that this will return a number of records on your list and will require someone double checking the spreadsheet:

·         Company – where the donation/sponsor information lives

·         Additional Record(s) for “Primary Development Contact” (depending on how many you have affiliated)

·         Additional Record(s) for “Head of Company” (ditto)

·         Additional Record(s) for “Secondary Development Contact”

As long as the addresses are similar, or the Company name is entered into the salutation, you can sort to get those records grouped together.

Thanks,

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

---

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

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!