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Move Transactions to HH

Marie Kocher
$organization
Hello All,

I have a donor who had a contribution on her record in v10. We have been
on v11 since April 2012. A HH record was created for her and her
husband, and the original v10 record was affiliated to the new HH
record. It is our standard for the transactions to live on the HH
record. While the process of creating the HH and the affiliates was
performed it looks like the transactions are still on the original v10
record.

While in the record with the transactions I attempted to "Move
Transactions to HH", however it was not allowing me to do so. Any
suggestions?

Thanks,

Marie

--
Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance and Creativity
500 W. Pershing Road, Kansas City, MO 64108
816-931-2232 x 1382 | 816-931-1172 (fax)

Buy tickets and enroll for classes: www.kcballet.org
Parents
  • $organization
    If I recall correctly, there's a security object for this, so make sure you have rights.  Other than that, the only holdup should be making sure that the affiliation type is primary between that individual and that household.

    Make sure you pay close attention to how this works; for example, the last time I tested it, it would move contributions but not memberships.  Though that could certainly have been changed by now.  Just double check that everything you want on the household is there after you do the move.

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Marie Kocher" <bounce-mariekocher5698@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Thursday, August 23, 2012 6:31:26 PM
    Subject: [Tessitura Development Forum] Move Transactions to HH

    Hello All,

    I have a donor who had a contribution on her record in v10. We have been
    on v11 since April 2012. A HH record was created for her and her
    husband, and the original v10 record was affiliated to the new HH
    record. It is our standard for the transactions to live on the HH
    record. While the process of creating the HH and the affiliates was
    performed it looks like the transactions are still on the original v10
    record.

    While in the record with the transactions I attempted to "Move
    Transactions to HH", however it was not allowing me to do so. Any
    suggestions?

    Thanks,

    Marie
     
    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
     
    Buy tickets and enroll for classes: www.kcballet.org


    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
    If I recall correctly, there's a security object for this, so make sure you have rights.  Other than that, the only holdup should be making sure that the affiliation type is primary between that individual and that household.

    Make sure you pay close attention to how this works; for example, the last time I tested it, it would move contributions but not memberships.  Though that could certainly have been changed by now.  Just double check that everything you want on the household is there after you do the move.

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Marie Kocher" <bounce-mariekocher5698@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Thursday, August 23, 2012 6:31:26 PM
    Subject: [Tessitura Development Forum] Move Transactions to HH

    Hello All,

    I have a donor who had a contribution on her record in v10. We have been
    on v11 since April 2012. A HH record was created for her and her
    husband, and the original v10 record was affiliated to the new HH
    record. It is our standard for the transactions to live on the HH
    record. While the process of creating the HH and the affiliates was
    performed it looks like the transactions are still on the original v10
    record.

    While in the record with the transactions I attempted to "Move
    Transactions to HH", however it was not allowing me to do so. Any
    suggestions?

    Thanks,

    Marie
     
    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
     
    Buy tickets and enroll for classes: www.kcballet.org


    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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