One of our Board member's assistants wants to be copied on all emails sent to the board. When we generate an email list we ask for all board members and their email addresses. Any ideas on how to include the assistant's email and the board member's email just for this case? Not all board members want their assistants copied, this is a special case.
Thank you all!
It depends on how you send your emails out. If you use extractions to generate a list, I believe you can use "Decoys". (I think that is the keyword to search for)
The best way might be to create an association type of "Assistant cc" or something like that, then associating that one assistant's record to your board member's, then always choosing that association type in "Add Individuals" when creating a Board list or segment in an extraction.
That's a lot of work! And it's work you'll have to do each time you pull a Board e-mail list. But it will give you what you want.
Thank you both for the great suggestions!
We use an Association of Assistant to link to board member, but for any assistant that needs to be copied on any board correspondence, we also put an email type of Board in the Assistant’s account as well as the board member. When creating board lists we then add the association type of Assistant to the list and can also filter if they have a board email type when creating a board list for emailing. That way we are only pulling into the list those assistants that should be ccd.
T.C. Brown
Database Administrator
412.392.4834
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lena Streetman Sent: Thursday, March 21, 2013 10:33 AM To: TC Brown Subject: [Tessitura Development Forum] Copy Board Assistant in Emails
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