Hello All,
I am wondering how you might be using the Address Tab in a customer record to keep track of more than one address. For instance, if you have a patron who has a primary address in your city all summer - but then in the winter goes south and has a different address, what methodology are you using when you pull a list to make sure you get the vacation home - rather than the primary address? I was hoping this would happen automatically in Tessitura - but it doesn't seem to. So if I have the primary address months checked as April, May, June, July, August, Sept and October and then have a different address for Nov, Dec , Jan, Feb and March - is there a way I can make sure I get the correct address Nov through March when this address is not marked primary?
Thanks for any advice.
Hi Shellie,
Pretty much every report and utility (including extractions) that outputs addresses has an optional parameter for Mailing Date or Address Date. When you put a date in that parameter it selects only addresses that are active on that date (according to either the date range on the address or the checked months).
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com