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Quick Dummies Question about Affiliations

Matthew Hodge
$organization

Hi,

I thought I'd ask this question in the forums because there may be others that have a similar question.

The issue is around non-primary affiliations and inheritance.

Let's say I get a new company to sponsor me, and they send me a contact list of 20 people that are coming to an event.

I know that if I was making theme primary affiliates of the company, they would inherit the company's address (so no having to re-type in their details and if I didn't know anything else about them except an email and a phone number, this is all we'd have).

But if we add those people as non-primary affiliations of the company, as I understand it, there is no data inheritance. So does that mean it would just create their new records with blank addresses?

 

Hope that makes sense ...

 

 

Parents
  • $organization
    We've been discussing this at SMM as well.  My understanding is that the primary affiliation is meant only to connect an individual with their primary household - the one they actually live in.  It's never to be used for anything else.  That's why you can't have a primary affiliation to an organization, among other things.

    Kevin, can you confirm whether that's correct, and perhaps comment on the logic behind that functionality? I feel like we're missing a little of the big picture. 

    Thanks!
    Beth

    * * *
    Swim with the sharks, sail to the South Pole, explore caves and more, all from the comfort of your Omnitheater seat! From January 6 through February 17, don’t miss Omnifest 2012 at the Science Museum of Minnesota, which features Amazon, Journey Into Amazing Caves, Wolves, Search for the Great Sharks, and Shackleton’s Antarctic Adventure. See trailers and buy tickets at www.smm.org.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Kevin Sheehan" <bounce-kevinsheehan4372@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Tuesday, January 24, 2012 8:31:52 AM
    Subject: RE: [Tessitura Next Generation Forum] Quick Dummies Question about Affiliations

    Hi Matt,

     

    The first thing to know is that you cannot make affiliations to organizations primary, so it’s not possible for individuals to inherit data from organizations.  If you want to create individual records for the 20 contacts you will have to meet whatever new record requirements you have set at your organization.  In v10, that meant you had to have (or make up) a postal address, but in v11 you have the option to make no contact data required or make any contact data required (i.e. a postal address or email address). 

     

    Does that answer your question?

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     




    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!

Reply
  • $organization
    We've been discussing this at SMM as well.  My understanding is that the primary affiliation is meant only to connect an individual with their primary household - the one they actually live in.  It's never to be used for anything else.  That's why you can't have a primary affiliation to an organization, among other things.

    Kevin, can you confirm whether that's correct, and perhaps comment on the logic behind that functionality? I feel like we're missing a little of the big picture. 

    Thanks!
    Beth

    * * *
    Swim with the sharks, sail to the South Pole, explore caves and more, all from the comfort of your Omnitheater seat! From January 6 through February 17, don’t miss Omnifest 2012 at the Science Museum of Minnesota, which features Amazon, Journey Into Amazing Caves, Wolves, Search for the Great Sharks, and Shackleton’s Antarctic Adventure. See trailers and buy tickets at www.smm.org.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Kevin Sheehan" <bounce-kevinsheehan4372@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Tuesday, January 24, 2012 8:31:52 AM
    Subject: RE: [Tessitura Next Generation Forum] Quick Dummies Question about Affiliations

    Hi Matt,

     

    The first thing to know is that you cannot make affiliations to organizations primary, so it’s not possible for individuals to inherit data from organizations.  If you want to create individual records for the 20 contacts you will have to meet whatever new record requirements you have set at your organization.  In v10, that meant you had to have (or make up) a postal address, but in v11 you have the option to make no contact data required or make any contact data required (i.e. a postal address or email address). 

     

    Does that answer your question?

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     




    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!

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