Cool. I thought as much. Thank you so much!
Have a wonderful day!
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
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro Sent: Friday, August 24, 2012 10:19 AM To: Marie Kocher Subject: Re: [Tessitura Development Forum] Move Transactions to HH
I haven't personally worked with pledges, but if you have your V11 system set up to force all transactions to the household, that would be the expected behavior. You'd have to decide whether you want to have your organization change that default (there are a few options for that) or move those pledges to the households and manage them from there. 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: Friday, August 24, 2012 9:54:40 AM Subject: RE: [Tessitura Development Forum] Move Transactions to HH Thank you Beth. I thought I had access to the Move Transactions to HH and it turns out that I don’t. hee hee Yes, this person is a primary affiliate of the HH. I was trying to apply a payment to the pledge on the individual record and it automatically reverted me to the HH instead. Have you experienced that? 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 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro Sent: Friday, August 24, 2012 9:31 AM To: Marie Kocher Subject: Re: [Tessitura Development Forum] Move Transactions to HH 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! 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!
From: "Marie Kocher" <bounce-mariekocher5698@tessituranetwork.com> To: bvarro@smm.org Sent: Friday, August 24, 2012 9:54:40 AM Subject: RE: [Tessitura Development Forum] Move Transactions to HH
Thank you Beth. I thought I had access to the Move Transactions to HH and it turns out that I don’t. hee hee
Yes, this person is a primary affiliate of the HH. I was trying to apply a payment to the pledge on the individual record and it automatically reverted me to the HH instead. Have you experienced that?
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro Sent: Friday, August 24, 2012 9:31 AM To: Marie Kocher Subject: Re: [Tessitura Development Forum] Move Transactions to HH
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
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!
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!