Prospect Manager as Relationship

Elina,

We also use relationships to connect our portfolio relationships and came across this issue in upgrading to V11.

Since affiliations only work one way, we use the affiliation type of “Portfolio Manager” for any corporations, foundations, or households with a PM. This still allows you to connect everyone and the relationship looks the same in the constituent record, but it will look slightly different in the PM’s record as associations will have their matching pairs visible but the affiliations will only show the type that you choose (either “Prospect” or “Portfolio Manager”).

Because of the new constituent model, you probably just have to get used to using only one affiliation type rather than the paired associations that we are all used to. Choosing the Portfolio Manager affiliation type works for our business model, but you can use whatever seems to match your associations best.

Hope that helps!

Laine

---

Laine Kyllonen

Database Application Specialist

Science Museum of Minnesota

(651) 221-2515

"Tornado Alley will blow you away," said Pioneer Press movie critic Chris Hewitt about the current film in the Science Museum of Minnesota's Omnitheater. Audiences will experience "how thrilling it can be to chase after big storms." Make plans to see Tornado Alley in the Omnitheater and BODY WORLDS & The Cycle of Life in the Science Museum exhibit halls. Reserve your tickets at www.smm.org.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Elina Gorelik
Sent: Wednesday, February 13, 2013 6:37 PM
To: lkyllonen@smm.org
Subject: [Tessitura Development Forum] Prospect Manager as Relationship

Hi all,

We've been tracking prospect managers as an Attribute but decided to move it under Relationships.  It allows us greater flexibility in assigning folks in different roles (primary, secondary, etc.) as well as retains history.

This scheme seems to work fine with associations however we're having problem affiliating individual prospect managers to household prospects.  Even though we've set up a Prospect and a Prospect Manager affil types, Tess will not allow pairing them.  Instead, it insists that both affiliates be of the same type, which of course doesn't work for our purposes.

Has anyone come across something similar?

Elina

----------------------------------------------

Elina Gorelik
Director of Information Services,
Advancement
THE MUSIC CENTER
135 N. Grand Avenue
Los Angeles, CA 90012

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!

Elina,

We also use relationships to connect our portfolio relationships and came across this issue in upgrading to V11.

Since affiliations only work one way, we use the affiliation type of “Portfolio Manager” for any corporations, foundations, or households with a PM. This still allows you to connect everyone and the relationship looks the same in the constituent record, but it will look slightly different in the PM’s record as associations will have their matching pairs visible but the affiliations will only show the type that you choose (either “Prospect” or “Portfolio Manager”).

Because of the new constituent model, you probably just have to get used to using only one affiliation type rather than the paired associations that we are all used to. Choosing the Portfolio Manager affiliation type works for our business model, but you can use whatever seems to match your associations best.

Hope that helps!

Laine

---

Laine Kyllonen

Database Application Specialist

Science Museum of Minnesota

(651) 221-2515

"Tornado Alley will blow you away," said Pioneer Press movie critic Chris Hewitt about the current film in the Science Museum of Minnesota's Omnitheater. Audiences will experience "how thrilling it can be to chase after big storms." Make plans to see Tornado Alley in the Omnitheater and BODY WORLDS & The Cycle of Life in the Science Museum exhibit halls. Reserve your tickets at www.smm.org.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Elina Gorelik
Sent: Wednesday, February 13, 2013 6:37 PM
To: lkyllonen@smm.org
Subject: [Tessitura Development Forum] Prospect Manager as Relationship

Hi all,

We've been tracking prospect managers as an Attribute but decided to move it under Relationships.  It allows us greater flexibility in assigning folks in different roles (primary, secondary, etc.) as well as retains history.

This scheme seems to work fine with associations however we're having problem affiliating individual prospect managers to household prospects.  Even though we've set up a Prospect and a Prospect Manager affil types, Tess will not allow pairing them.  Instead, it insists that both affiliates be of the same type, which of course doesn't work for our purposes.

Has anyone come across something similar?

Elina

----------------------------------------------

Elina Gorelik
Director of Information Services,
Advancement
THE MUSIC CENTER
135 N. Grand Avenue
Los Angeles, CA 90012

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!