Institutional Records

Frances,

In the version we have, when we are creating a list, we are able to pull the associated records. In the window to select our criteria for our list, we have an “Associations” Button. Attached is a screen shot of where we can do this. It should give you any associated records to those you are originally making the list from.

I do know that in earlier versions there was a checkbox to include associated records at some point in the list making process.

I hope this helps.

Hello all,

Our Development Department has come across a problem that could be solved by Version 11--but I'm looking for any input on how other organizations handle this:

Our Institutional records are set up such that there is a Corporate or Foundation record to which any contributions are entered, and there are associated records for all of the Organizational Contacts.  BUT, if we want to pull lists based on contributions, we don't get these associated contacts--we just get the institutional record, which doesn't have accurate, specific contact information for any of the various contacts--CEOs, Assistants, Board Members, etc. 

Our Institutional Giving director faces this problem most often, and has created an Attribute to flag the individuals associated with institutions with which he has relationships--those he would want to invite to openings based on their institution's giving, etc.  We closely monitor this attribute and generate a list based on the attribute for mailings, invitations, etc.  BUT, it means we can't pull lists based on Contribution to Gala or Capital--because the Organizational Contact pulls in the segment based on the attribute (more accurately), and the Institutional record pulls on the, say, Gala or Capital segment based on Contribution.  The records don't dedupe.

Not only is this a waste of our resources, and, if both materials make it out the door, unprofessional, but I'm not convinced that there isn't a better way to do this.  Is there a way to pull all records associated with another record?  I also don't think our Attribute is the best practice way of pulling the Institutional list to begin with.

Any advice would be much appreciated.

Thanks,

Frannie O'Connell

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Frances,

In the version we have, when we are creating a list, we are able to pull the associated records. In the window to select our criteria for our list, we have an “Associations” Button. Attached is a screen shot of where we can do this. It should give you any associated records to those you are originally making the list from.

I do know that in earlier versions there was a checkbox to include associated records at some point in the list making process.

I hope this helps.

Hello all,

Our Development Department has come across a problem that could be solved by Version 11--but I'm looking for any input on how other organizations handle this:

Our Institutional records are set up such that there is a Corporate or Foundation record to which any contributions are entered, and there are associated records for all of the Organizational Contacts.  BUT, if we want to pull lists based on contributions, we don't get these associated contacts--we just get the institutional record, which doesn't have accurate, specific contact information for any of the various contacts--CEOs, Assistants, Board Members, etc. 

Our Institutional Giving director faces this problem most often, and has created an Attribute to flag the individuals associated with institutions with which he has relationships--those he would want to invite to openings based on their institution's giving, etc.  We closely monitor this attribute and generate a list based on the attribute for mailings, invitations, etc.  BUT, it means we can't pull lists based on Contribution to Gala or Capital--because the Organizational Contact pulls in the segment based on the attribute (more accurately), and the Institutional record pulls on the, say, Gala or Capital segment based on Contribution.  The records don't dedupe.

Not only is this a waste of our resources, and, if both materials make it out the door, unprofessional, but I'm not convinced that there isn't a better way to do this.  Is there a way to pull all records associated with another record?  I also don't think our Attribute is the best practice way of pulling the Institutional list to begin with.

Any advice would be much appreciated.

Thanks,

Frannie O'Connell

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!