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Mass Set Associations

Marta Garczarczyk
$organization

Just wondering if anyone has a report utility ( that they'd share) that can mass set associations?

We use associations to track portfolio assignments for major gift officers and if we could mass set a portfolio it would sure save a lot of manual data entry time!

Thanks!
Marta

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  • $organization
    Thanks Heather! That's great to hear!

    From: "Heather Kraft" <bounce-heatherlaidlawkraft3507@tessituranetwork.com>
    To: marta@smm.org
    Sent: Thursday, September 16, 2010 2:08:32 PM
    Subject: Re: [Tessitura Development Forum] Mass Set Associations

    Marta -

    I'm currently working on a report that will do that, but it's still in fledgling state and has some bugs to work out. When I get it done (which might be a while) I'm happy to share it...

    Heather

    From: Marta Garczarczyk <bounce-martagarczarczyk9387@tessituranetwork.com>
    Sent: 9/11/2010 10:03:00 AM

    Just wondering if anyone has a report utility ( that they'd share) that can mass set associations?

    We use associations to track portfolio assignments for major gift officers and if we could mass set a portfolio it would sure save a lot of manual data entry time!

    Thanks!
    Marta



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  • $organization in reply to Marta Garczarczyk

    this thread is very old - Heather - did you ever share this report? thanks!

    frannie

  • $organization in reply to Frances O'Connell

    Hoping someone has managed to create a utility for this.

    Heather - did you ever get to completing a version you'd share?

    Martin

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