In trying to clean things up and get ready for v11, I've run the check database utility in the toolkit. I had over 6,000 accounts that were missing name information. Of those, I'm left with 1,000 that I'm not sure of what to do with. Some of them are inactive accounts, do I need to reactivate them, correct the names and then re-inactivate them? Or can they just be left alone since they are inactive? What if some of those inactive accounts don't even have names in them (product of poor conversion processes), can they just be left alone and not affect the migration?
Can I ask a silly question one of the things that we are doing where N1 and N2 exist and the account is going to be inactivated we are simply deleting N2 putting it in an alias and then inactivating the patron. That does two things one we don’t have to worry about a whole slew of inactive accounts getting a household created and we don’t lose that original n2 data. Does that make sense or am I missing something?
Thanks,
Dave Alton
213.972.7539
Center Theatre Group
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Anna Wessely Sent: Thursday, November 03, 2011 8:11 AM To: Dave Alton Subject: Re: [Tessitura Next Generation Forum] Inactive Accounts and v11
Ken,
To question 1 - Yes if you inactivate an account in v10 with a Name 1 and Name 2 you will get an inactive household, and two inactive individuals. That is one reason I suggest inactivating when you get to v11 - the reason being that then you can just inactivate the individual constituents which have missing name data rather than the whole household. That being said, if all the names have missing data then you can certainly inactivate the record in v10. In addition if you are doing this a lot you may want to create an inactive reason specifically for this issue.
Best,
Anna
From: Ken McSwain <bounce-kenmcswain5454@tessituranetwork.com> Sent: 11/2/2011 11:50:56 PM
Hi guys
I thought it was a great question too, because we were about to ask something similar... plus these....
1. I think the answer to this is Yes, but just to be sure - if we have an inactive constituent with N1/N2 (however partial the data for n2); we'll end up with one inactive Household record, and two inactive individual records, just like for active records, yes?
2. In our current Migration Check Report, there are a squillion (approximately) records showing up with "Corporate Contact (N1N2_Format of IO) has no associations to create affiliation.", which are all (I think) merged records, which of course have no associations because they're lost and alone and ain't got nothin, let alone an Association. I'm presuming we can just ignore those too - Yes? And in fact we should really be only running the report against a List that excludes Merged records, to get sensible results?
Ken
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!
Hi Dave
Sounds like a good idea to me.
I was mostly thinking about our 70,000 existing inactive records generating multiple inactive households when most of them are just junk, really - detritus of bad imported data. But now I've actually looked at them, there's only 20 or so individuals with N2's in that set, so it's not going to be a problem. I suspect we'll do something like your suggestion for those, and any new inactivations with N2's , just for the neatness, and let it go at that.