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We are trying to develop a consortium best practice for managing and updating phone numbers. Currently, the phone number linked to the primary address is what prints on the membership renewal notice. There are concerns about one organization updating this phone number at the constituent’s request when they return their membership renewal yet it might be the correct primary phone number for another organization. We have been considering using contact purposes for phone numbers to resolve this issue, but the membership renewal notice would need to be customized to include this number. Before going in that direction, we were hoping to find out what other consortiums are doing.
That would be very helpful! I would love it you could.
Barbara Sikkink
Tulsa Arts Management Consortium (TAMC)
918-740-9259
bsikkink@tamc-tulsa.org
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Stacey Voigt Sent: Tuesday, August 30, 2016 3:32 PM To: Barbara Sikkink <bsikkink@tamc-tulsa.org> Subject: Re: [Tessitura Memberships] Phone Number Maintenance in Consortium
Hi Barbara!
Our six organizations share a lot of constituents, and this question comes up frequently. The short answer is that anytime primary contact information is modified on a shared account (i.e. shared by >1 organization), the person modifying the contact details must create a CSI documenting the change.
The long version is that we have a several-page procedure as well as a flowchart explaining how and why to do all this. I'd be happy to share them with you if they'd be helpful.
From: Barbara Sikkink <bounce-barbarasikkink1774@tessituranetwork.com> Sent: 8/29/2016 1:34:20 PM
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Barbara,
I've just posted both of these documents to my files under my profile. I'll warn you that the Data Management Standard document is in need of an update but its bones are sound :)
Always happy to answer any questions about data wrangling in the consortium!
--Stacey