Associations for Salutations

Gina,

There are “Salutation Types” under the Names tab. You could set up a particular Salutation Type and pull that for the records you need. See if that works for you.

Thanks,

Hi Everyone,

At my organization, many organizational records such as businesses that have given contributions to our gala, are entered without a particular contact name. Often, there's a contact name in Associations, but these associations came from our data conversion process and are usually "soft" associations. I'd like to be able to use some of these "soft" associations as saluations when pulling a list for an upcoming mailing, but I'm not sure if there's an easy way to do it. Can I pull just a certain type of association into an output set? Or does anyone have any suggestions about the best way to get these associations into the list so I can use them for salutation purposes?

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Gina,

There are “Salutation Types” under the Names tab. You could set up a particular Salutation Type and pull that for the records you need. See if that works for you.

Thanks,

Hi Everyone,

At my organization, many organizational records such as businesses that have given contributions to our gala, are entered without a particular contact name. Often, there's a contact name in Associations, but these associations came from our data conversion process and are usually "soft" associations. I'd like to be able to use some of these "soft" associations as saluations when pulling a list for an upcoming mailing, but I'm not sure if there's an easy way to do it. Can I pull just a certain type of association into an output set? Or does anyone have any suggestions about the best way to get these associations into the list so I can use them for salutation purposes?

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!