Converting Household to an Estate

Hi!

Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

Thanks

Jess Levy

San Francisco Opera

Parents
  • Jess,

     

    To change a record type, you simply need to select “Change Constituent Type” from the Constituents header menu. It’s just above the “Household Operations” where you find convert to household.

     

    I hope that helps!

     

    ---

    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 Jess Levy
    Sent: Tuesday, March 19, 2013 6:34 PM
    To: lkyllonen@smm.org
    Subject: [Tessitura Development Forum] Converting Household to an Estate

     

    Hi!

    Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

    Thanks

    Jess Levy

    San Francisco Opera




    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
  • Jess,

     

    To change a record type, you simply need to select “Change Constituent Type” from the Constituents header menu. It’s just above the “Household Operations” where you find convert to household.

     

    I hope that helps!

     

    ---

    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 Jess Levy
    Sent: Tuesday, March 19, 2013 6:34 PM
    To: lkyllonen@smm.org
    Subject: [Tessitura Development Forum] Converting Household to an Estate

     

    Hi!

    Is there a way to convert a Household record into an Estate record? In searching the Help System, it looks like you can change an individual to an organization type, but I can't find anything about changing a Household to an organization type (we have classified Estates as organizations).

    Thanks

    Jess Levy

    San Francisco Opera




    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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