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?
The database job was a good fix – wondering though just as the Affiliation pull – results in the Affilation address coded in the Affilation record couldn’ t you also code the saluation with the organizations name in it on Sal2? Or is that need for job title
From: Nick Reilingh [mailto:bounce-nicholasreilingh4883@tessituranetwork.com] Sent: Wednesday, April 26, 2017 12:41 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: Re: [Tessitura Development Forum] Report/list to include organization and contact
There's a built-in feature that I don't think has been mentioned here. If you are using an extraction, there is special behavior that will occur when doing affiliation substitutions with affiliations that have addresses linked on them. It works as follows:
If you select a group constituent with your segment, use "add individuals" to select the individuals for the desired affiliation types. When you extract, you will get rows for each individual with an affiliation to the group, and the address output will be the one present on the affiliation record.
We were doing this and noticed that we needed to have the organization name included in this output, which we accomplished by reserving the street3 address field for the organization name, which is populated automatically by a database job and not accessible to the client interface.
From: Tina Immink <bounce-tinaimmink2181@tessituranetwork.com> Sent: 4/26/2017 10:32:17 AM
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We considered doing that, but realized that a constituent can only have one of each salutation type on a record, whereas a constituent can have an affiliation to many different organizations and any constituent can have an unlimited number of address records, any of which can be selected on an affiliation record.
So, if a constituent was affiliated to multiple organizations, we would need to have a salutation type for each org on the individual in order to put each org's name in the salutation. In our way, the org name comes from the org record, and we don't have to do any extra work on the individual record outside of the affiliation itself.