Is there a way to convert any household constituency data pulled from either a list or extraction into individual records quickly? I am asking for purposes of iWave, which scores based on individual records, but due to our ticketing/contribution history living mainly on household records when that is an option, I don't want to exclude those people from my data set, if that makes sense. I just want to run a list of everyone I've got and have it spit out any applicable individual constituencies that can be run in place of households.
Thanks!
Debbie,
Yes there is; if you have your existing list, you can create a new List and then go to the "Other" folder under List Criteria and select "List".
Choose the value of the existing List you want to use.
Then, click the "Add Individuals" tab at the bottom of the window and select to "Add Individuals with these Affiliation Types:" and choose "Adult Member (Household)" from the drop-down.
Your new List should add the individual constituencies from any households in the existing List you were working from.
Side note: I've definitely made the request a few times about how nice it would be to be able to reference iWave PROscore data on the household record. I'm still waiting to see if it's something we can have tackled at the Tessitura level or if it might potentially be a summer project for me to tackle for our own purposes here at Tulsa Ballet.
Thank you,
Brian
Thank you! This was a helpful refresher! if you hear anything else about household compatibility, I'd love to be in the loop! :)