Addressing addresses

What I like about postal addresses currently is the ability to tie it a specific salutation, the seasonal months, and mail purposes. For the most part this works really well for me.

However, I hate that addresses are tied to phone numbers because most people have cell phones that are not tied to an address. When an address gets inactivated if there is a phone it gets inactivated as well, when very well it’s an accurate one. It allows for a lot of user error if someone forgets to move the phone when inactivating an address. I think phones (like emails) need to be kept separate from addresses entirely.

The story that happens to me most often relates to foundation and corporate records. For example, I need to pull an event list. Corporation ABC meets my select criteria, however N2 on that record is the contact for our corporate coordinator. I want to send the invitation to the CEO, COO, and CFO of that company. Right now I pretty much have to manually do that. I wish that I could create 3 salutations, 3 addresses tied to each unique salutation, select “Invitations” as my mail purpose and have them ALL pull into a list. When I look at a list of 20 I have to think to myself its really 40 because there are two people from each organization being invited. And I have to remember their names, and titles, and add them manually to my spreadsheet before I do a mailing.

In an ideal world you would be able to mail to multiple addresses/salutations for one record. Though of course I don’t know how you would actually do that.

What happens to me with foundations is usually that the giving is from the foundation but we want to invite the individuals at their home address. I can manually create a home salutation and address with an event mail purpose (which is what I do now) on their foundation record, but it seems clunky since I’m basically duplicating information from their individual record. I wish that there was a way to select the address I want to mail perhaps through associations? I can see that these constituents are related and while one record meets my criteria I am choosing the address from an associated record. This would also be helpful if I wanted to invite multiple board members from that foundation, I could then choose multiple home addresses or similar to the corporate suggestion have the ability to choose multiple names tied to the foundation address.

-Marta

As we reported in the Next Gen webinar this week, Release One of the Next Gen software will focus on Constituent themes.  We have already asked about Constituent Search and Constituent Relationships.  Today’s question surrounds Postal Addresses (we will ask about email, webpages, phones etc. in a separate thread).

Thinking about Postal Addresses in your business, some very BROAD questions: 

What are some challenges that you have surrounding addresses today?

Are there trends you are seeing that could impact postal address functionality in the future?

What do you like about Postal Address functionality in existing Tessitura? 

What would you like to see changed/improved about Postal Address functionality?

Any other thoughts about addresses, your business, and Tessitura?

(For extra credit: We ultimately take user requirements and express them as “stories”. Feel free to answer this thread however you’d like, but for fun, you could answer in the form of  a “story”.  An example of a story might be: “As a Special Events Director, I need to be able to send Gala Invitations that include very formal addressing (Street rather than St., Boulevard rather than Blvd), even if this isn’t the mailing convention for other aspects of our business.”)

Thanks!

Andrew

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What I like about postal addresses currently is the ability to tie it a specific salutation, the seasonal months, and mail purposes. For the most part this works really well for me.

However, I hate that addresses are tied to phone numbers because most people have cell phones that are not tied to an address. When an address gets inactivated if there is a phone it gets inactivated as well, when very well it’s an accurate one. It allows for a lot of user error if someone forgets to move the phone when inactivating an address. I think phones (like emails) need to be kept separate from addresses entirely.

The story that happens to me most often relates to foundation and corporate records. For example, I need to pull an event list. Corporation ABC meets my select criteria, however N2 on that record is the contact for our corporate coordinator. I want to send the invitation to the CEO, COO, and CFO of that company. Right now I pretty much have to manually do that. I wish that I could create 3 salutations, 3 addresses tied to each unique salutation, select “Invitations” as my mail purpose and have them ALL pull into a list. When I look at a list of 20 I have to think to myself its really 40 because there are two people from each organization being invited. And I have to remember their names, and titles, and add them manually to my spreadsheet before I do a mailing.

In an ideal world you would be able to mail to multiple addresses/salutations for one record. Though of course I don’t know how you would actually do that.

What happens to me with foundations is usually that the giving is from the foundation but we want to invite the individuals at their home address. I can manually create a home salutation and address with an event mail purpose (which is what I do now) on their foundation record, but it seems clunky since I’m basically duplicating information from their individual record. I wish that there was a way to select the address I want to mail perhaps through associations? I can see that these constituents are related and while one record meets my criteria I am choosing the address from an associated record. This would also be helpful if I wanted to invite multiple board members from that foundation, I could then choose multiple home addresses or similar to the corporate suggestion have the ability to choose multiple names tied to the foundation address.

-Marta

As we reported in the Next Gen webinar this week, Release One of the Next Gen software will focus on Constituent themes.  We have already asked about Constituent Search and Constituent Relationships.  Today’s question surrounds Postal Addresses (we will ask about email, webpages, phones etc. in a separate thread).

Thinking about Postal Addresses in your business, some very BROAD questions: 

What are some challenges that you have surrounding addresses today?

Are there trends you are seeing that could impact postal address functionality in the future?

What do you like about Postal Address functionality in existing Tessitura? 

What would you like to see changed/improved about Postal Address functionality?

Any other thoughts about addresses, your business, and Tessitura?

(For extra credit: We ultimately take user requirements and express them as “stories”. Feel free to answer this thread however you’d like, but for fun, you could answer in the form of  a “story”.  An example of a story might be: “As a Special Events Director, I need to be able to send Gala Invitations that include very formal addressing (Street rather than St., Boulevard rather than Blvd), even if this isn’t the mailing convention for other aspects of our business.”)

Thanks!

Andrew

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

What I like about postal addresses currently is the ability to tie it a specific salutation, the seasonal months, and mail purposes. For the most part this works really well for me.

However, I hate that addresses are tied to phone numbers because most people have cell phones that are not tied to an address. When an address gets inactivated if there is a phone it gets inactivated as well, when very well it’s an accurate one. It allows for a lot of user error if someone forgets to move the phone when inactivating an address. I think phones (like emails) need to be kept separate from addresses entirely.

The story that happens to me most often relates to foundation and corporate records. For example, I need to pull an event list. Corporation ABC meets my select criteria, however N2 on that record is the contact for our corporate coordinator. I want to send the invitation to the CEO, COO, and CFO of that company. Right now I pretty much have to manually do that. I wish that I could create 3 salutations, 3 addresses tied to each unique salutation, select “Invitations” as my mail purpose and have them ALL pull into a list. When I look at a list of 20 I have to think to myself its really 40 because there are two people from each organization being invited. And I have to remember their names, and titles, and add them manually to my spreadsheet before I do a mailing.

In an ideal world you would be able to mail to multiple addresses/salutations for one record. Though of course I don’t know how you would actually do that.

What happens to me with foundations is usually that the giving is from the foundation but we want to invite the individuals at their home address. I can manually create a home salutation and address with an event mail purpose (which is what I do now) on their foundation record, but it seems clunky since I’m basically duplicating information from their individual record. I wish that there was a way to select the address I want to mail perhaps through associations? I can see that these constituents are related and while one record meets my criteria I am choosing the address from an associated record. This would also be helpful if I wanted to invite multiple board members from that foundation, I could then choose multiple home addresses or similar to the corporate suggestion have the ability to choose multiple names tied to the foundation address.

-Marta

As we reported in the Next Gen webinar this week, Release One of the Next Gen software will focus on Constituent themes.  We have already asked about Constituent Search and Constituent Relationships.  Today’s question surrounds Postal Addresses (we will ask about email, webpages, phones etc. in a separate thread).

Thinking about Postal Addresses in your business, some very BROAD questions: 

What are some challenges that you have surrounding addresses today?

Are there trends you are seeing that could impact postal address functionality in the future?

What do you like about Postal Address functionality in existing Tessitura? 

What would you like to see changed/improved about Postal Address functionality?

Any other thoughts about addresses, your business, and Tessitura?

(For extra credit: We ultimately take user requirements and express them as “stories”. Feel free to answer this thread however you’d like, but for fun, you could answer in the form of  a “story”.  An example of a story might be: “As a Special Events Director, I need to be able to send Gala Invitations that include very formal addressing (Street rather than St., Boulevard rather than Blvd), even if this isn’t the mailing convention for other aspects of our business.”)

Thanks!

Andrew

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!