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More than one record

Former Member
Former Member $organization

How do other organizations handle multiple contacts at a corporation, foundation, etc...?  In some cases, we have multiple contacts that must each receive information from us.  Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?

 

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  • $organization
    We have had success using a base ID with a primary contact, adding aliases to that record of other names, as well as associating other individual records for the aliases added.

    Jayne Atkinson
    La Jolla Playhouse | Mgr of Development Operations 
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Wednesday, June 03, 2009 4:15 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] More than one record

    How do other organizations handle multiple contacts at a corporation, foundation, etc...?  In some cases, we have multiple contacts that must each receive information from us.  Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?

     




    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!
  • Former Member
    Former Member $organization in reply to Jayne Atkinson
    Hi Jayne,
    Thanks.  Let me see if I understand.  So, I can have a primary account and then add aliases?  But do the aliases populate individual records on a listpull?  Does that make sense?  I just want to make sure when we are pulling a list in which multiple individuals from the same organization need to receive a copy of our print materials that each record is pulled.

    -sy


    Stacy Youkilis
    Development Manager
    Stanford Lively Arts
    537 Lomita Mall 2250
    Stanford, CA 94305
    ph: 650.736.1251
    mobile: 415.425.7536
    fax 650.723.8231

    On Jun 3, 2009, at 4:34 PM, Jayne Atkinson wrote:

    We have had success using a base ID with a primary contact, adding aliases to that record of other names, as well as associating other individual records for the aliases added.

    Jayne Atkinson 
    La Jolla Playhouse | Mgr of Development Operations 
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Wednesday, June 03, 2009 4:15 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] More than one record

    How do other organizations handle multiple contacts at a corporation, foundation, etc...?  In some cases, we have multiple contacts that must each receive information from us.  Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?

     



    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!

  • $organization in reply to Former Member
    Hi Stacy,
     
    I'm happy to clarify a bit more.
     
    Part I
    Here's an example:
    N1 The Pie Company
    N2  Ms. Greenie Apples
     
    Aliases: Ms. Pan O'Crusty type = colleague
               Mr. Baga Flours type = colleague
     
    Then, create separate records for O'Crusty and Flours, that includes an alias of The Pie Company.  So, if you ever what to know whose associated with The Pie Company all three records will appear in a general search.
     
    Part II
    To pull lists you have to use Employment Associations from the base record (The Pie Company).  To do this you will add an association type = 'Employee' in O'Crusty and Flours records linking back to type 'Employer', The Pie Company.  When this is set up you can build a list of IDs in List Manager--using the criteria screens that will include The Pie Company in output, then click the Associations button in the lower right (to select Include Associations Type 'Employee'; Keep base IDs, Respect association start/end dates--minimum).  When the list generates it will include the employee records too.
     
    If you want to call me, I'm usually around here.
    -Jayne
    858|228-3077  
     
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Thursday, June 04, 2009 2:09 PM
    To: Jayne Atkinson
    Subject: Re: [Tessitura Development Forum] More than one record

    Hi Jayne,
    Thanks.  Let me see if I understand.  So, I can have a primary account and then add aliases?  But do the aliases populate individual records on a listpull?  Does that make sense?  I just want to make sure when we are pulling a list in which multiple individuals from the same organization need to receive a copy of our print materials that each record is pulled.

    -sy


    Stacy Youkilis
    Development Manager
    Stanford Lively Arts
    537 Lomita Mall 2250
    Stanford, CA 94305
    ph: 650.736.1251
    mobile: 415.425.7536
    fax 650.723.8231






    On Jun 3, 2009, at 4:34 PM, Jayne Atkinson wrote:

    We have had success using a base ID with a primary contact, adding aliases to that record of other names, as well as associating other individual records for the aliases added.

    Jayne Atkinson 
    La Jolla Playhouse | Mgr of Development Operations 
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Wednesday, June 03, 2009 4:15 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] More than one record

    How do other organizations handle multiple contacts at a corporation, foundation, etc...?  In some cases, we have multiple contacts that must each receive information from us.  Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?


     



    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!




    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!
  • $organization in reply to Jayne Atkinson
    ...and then, of course, there's the individual account for Mr. and Mrs. B. Red Apples, who have been subscribers for 20 years...

    We have an "Other" association of "Same Person" so that we know that Mrs. B. Red = Ms.Greenie.

    Lucie

    ================================
    Lucie Spieler
    IT Development and Training Manager
    Editor, Season Program
    Florida Grand Opera
    ---------------------------
    8390 NW 25th Street
    Miami, FL 33122-1504

    305-854-1643 x.1521 phone
    305-856-1042 fax
    800-741-1010 ticket office
    lspieler@fgo.org
    www.fgo.org

    P please don't print this e-mail unless you really need to.

    ________________________________

    From: Tessitura Development Forum on behalf of Jayne Atkinson
    Sent: Thu 6/4/2009 6:39 PM
    To: Lucie Spieler
    Subject: RE: [Tessitura Development Forum] More than one record


    Hi Stacy,

    I'm happy to clarify a bit more.

    Part I
    Here's an example:
    N1 The Pie Company
    N2 Ms. Greenie Apples

    Aliases: Ms. Pan O'Crusty type = colleague
    Mr. Baga Flours type = colleague

    Then, create separate records for O'Crusty and Flours, that includes an alias of The Pie Company. So, if you ever what to know whose associated with The Pie Company all three records will appear in a general search.

    Part II
    To pull lists you have to use Employment Associations from the base record (The Pie Company). To do this you will add an association type = 'Employee' in O'Crusty and Flours records linking back to type 'Employer', The Pie Company. When this is set up you can build a list of IDs in List Manager--using the criteria screens that will include The Pie Company in output, then click the Associations button in the lower right (to select Include Associations Type 'Employee'; Keep base IDs, Respect association start/end dates--minimum). When the list generates it will include the employee records too.

    If you want to call me, I'm usually around here.
    -Jayne
    858|228-3077



    ________________________________

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Thursday, June 04, 2009 2:09 PM
    To: Jayne Atkinson
    Subject: Re: [Tessitura Development Forum] More than one record


    Hi Jayne,
    Thanks. Let me see if I understand. So, I can have a primary account and then add aliases? But do the aliases populate individual records on a listpull? Does that make sense? I just want to make sure when we are pulling a list in which multiple individuals from the same organization need to receive a copy of our print materials that each record is pulled.

    -sy


    Stacy Youkilis
    Development Manager
    Stanford Lively Arts
    537 Lomita Mall 2250
    Stanford, CA 94305
    ph: 650.736.1251
    mobile: 415.425.7536
    fax 650.723.8231
    youkilis@stanford.edu






    On Jun 3, 2009, at 4:34 PM, Jayne Atkinson wrote:



    We have had success using a base ID with a primary contact, adding aliases to that record of other names, as well as associating other individual records for the aliases added.

    Jayne Atkinson
    La Jolla Playhouse | Mgr of Development Operations
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Wednesday, June 03, 2009 4:15 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] More than one record



    How do other organizations handle multiple contacts at a corporation, foundation, etc...? In some cases, we have multiple contacts that must each receive information from us. Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?






    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!





    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!
Reply
  • $organization in reply to Jayne Atkinson
    ...and then, of course, there's the individual account for Mr. and Mrs. B. Red Apples, who have been subscribers for 20 years...

    We have an "Other" association of "Same Person" so that we know that Mrs. B. Red = Ms.Greenie.

    Lucie

    ================================
    Lucie Spieler
    IT Development and Training Manager
    Editor, Season Program
    Florida Grand Opera
    ---------------------------
    8390 NW 25th Street
    Miami, FL 33122-1504

    305-854-1643 x.1521 phone
    305-856-1042 fax
    800-741-1010 ticket office
    lspieler@fgo.org
    www.fgo.org

    P please don't print this e-mail unless you really need to.

    ________________________________

    From: Tessitura Development Forum on behalf of Jayne Atkinson
    Sent: Thu 6/4/2009 6:39 PM
    To: Lucie Spieler
    Subject: RE: [Tessitura Development Forum] More than one record


    Hi Stacy,

    I'm happy to clarify a bit more.

    Part I
    Here's an example:
    N1 The Pie Company
    N2 Ms. Greenie Apples

    Aliases: Ms. Pan O'Crusty type = colleague
    Mr. Baga Flours type = colleague

    Then, create separate records for O'Crusty and Flours, that includes an alias of The Pie Company. So, if you ever what to know whose associated with The Pie Company all three records will appear in a general search.

    Part II
    To pull lists you have to use Employment Associations from the base record (The Pie Company). To do this you will add an association type = 'Employee' in O'Crusty and Flours records linking back to type 'Employer', The Pie Company. When this is set up you can build a list of IDs in List Manager--using the criteria screens that will include The Pie Company in output, then click the Associations button in the lower right (to select Include Associations Type 'Employee'; Keep base IDs, Respect association start/end dates--minimum). When the list generates it will include the employee records too.

    If you want to call me, I'm usually around here.
    -Jayne
    858|228-3077



    ________________________________

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Thursday, June 04, 2009 2:09 PM
    To: Jayne Atkinson
    Subject: Re: [Tessitura Development Forum] More than one record


    Hi Jayne,
    Thanks. Let me see if I understand. So, I can have a primary account and then add aliases? But do the aliases populate individual records on a listpull? Does that make sense? I just want to make sure when we are pulling a list in which multiple individuals from the same organization need to receive a copy of our print materials that each record is pulled.

    -sy


    Stacy Youkilis
    Development Manager
    Stanford Lively Arts
    537 Lomita Mall 2250
    Stanford, CA 94305
    ph: 650.736.1251
    mobile: 415.425.7536
    fax 650.723.8231
    youkilis@stanford.edu






    On Jun 3, 2009, at 4:34 PM, Jayne Atkinson wrote:



    We have had success using a base ID with a primary contact, adding aliases to that record of other names, as well as associating other individual records for the aliases added.

    Jayne Atkinson
    La Jolla Playhouse | Mgr of Development Operations
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacy Youkilis
    Sent: Wednesday, June 03, 2009 4:15 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] More than one record



    How do other organizations handle multiple contacts at a corporation, foundation, etc...? In some cases, we have multiple contacts that must each receive information from us. Is there a way to mark a primary record for cases where we are tracking grant monies, for eg?






    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!





    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!
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