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Converting Household to an Estate

Jess Levy
$organization

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
  • $organization

    AppSupport has to write a program to do that if wanted.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Tuesday, June 18, 2013 1:36 PM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Converting Household to an Estate

     

    Leslie,

    Thanks for replying to my other post about Solicitations view.  Regarding the Estate issue, did you find a way to move the  Planned Giving table over to the Estate record?

    Thanks,
    Chandra 

    From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com>
    Sent: 3/20/2013 3:58:11 PM

    And it is for this reason when we went to v.11 we stopped converting our records to Estates.   We now just create an Estate and affiliate with A1 or A2 as needed and the donor’s record stays intact.   The only thing our Planned Giving folks have decided is they want a way to move the Planned Giving table to the Estate.  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marta Garczarczyk
    Sent: Wednesday, March 20, 2013 4:46 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Converting Household to an Estate

     

    Hmm .. for what ever reason my reply from this morning at 9am still hasn't gone through! What I had said was:

    Jess, 

    We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

     

    Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

    1) Add Estate Address and mark as Primary on the Household Account.
    2) Activate A2 - (deceased account)
    3) Add (Home) Primary Address in A1 and A2 individual accounts
    4) Inactivate (Home) Household Primary Address
    5) Convert Household to Individual, Remove Affiliations of A1 and A2

    6) Convert Individual (formerly Household) account now to Estate Account

    7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
    8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
    9) Inactivate A1 and A2 individual accounts and mark as deceased.

    Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!

    -Marta

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 3/19/2013 6:26:55 PM

    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!




    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

    AppSupport has to write a program to do that if wanted.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Tuesday, June 18, 2013 1:36 PM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Converting Household to an Estate

     

    Leslie,

    Thanks for replying to my other post about Solicitations view.  Regarding the Estate issue, did you find a way to move the  Planned Giving table over to the Estate record?

    Thanks,
    Chandra 

    From: Leslie McKinley <bounce-lesliemckinley4448@tessituranetwork.com>
    Sent: 3/20/2013 3:58:11 PM

    And it is for this reason when we went to v.11 we stopped converting our records to Estates.   We now just create an Estate and affiliate with A1 or A2 as needed and the donor’s record stays intact.   The only thing our Planned Giving folks have decided is they want a way to move the Planned Giving table to the Estate.  

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marta Garczarczyk
    Sent: Wednesday, March 20, 2013 4:46 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Converting Household to an Estate

     

    Hmm .. for what ever reason my reply from this morning at 9am still hasn't gone through! What I had said was:

    Jess, 

    We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

     

    Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

    1) Add Estate Address and mark as Primary on the Household Account.
    2) Activate A2 - (deceased account)
    3) Add (Home) Primary Address in A1 and A2 individual accounts
    4) Inactivate (Home) Household Primary Address
    5) Convert Household to Individual, Remove Affiliations of A1 and A2

    6) Convert Individual (formerly Household) account now to Estate Account

    7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
    8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
    9) Inactivate A1 and A2 individual accounts and mark as deceased.

    Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!

    -Marta

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 3/19/2013 6:26:55 PM

    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!




    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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