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changing ownership of emails/addresses?

Brian Graham
$organization

Is it possible to change an email that is on a household account to being on an individual account? Looks like the "owner" dropdown is not active. Is that a security set up thing? 

We'd like to take advantage of the hh/indiv distinction, and we have a lot of emails that we don't know which individual they belong to, but we would like to update them as we find out. Any suggestions?

  • $organization

    Brian -

    Sadly, that's not an actual dropdown (although I'd like it to be!). The only way I currently know of doing that is either a) manually enter it in the individual and delete it or b) move it through SQL in the backend.

    Unless someone wants to prove me wrong, which I'd really love. :D

    Heather

  • $organization

    As it stands, when adding a new entity, you can choose the owner within a household by selecting the appropriate constituent from the dropdown.  Once an entity (address, eaddress, etc) is saved, you cannot change ownership from the client.

  • Former Member
    Former Member $organization
    Hi Ryan,

    Does the following scenario describe your reply? I want to make sure I
    understand this correctly, since we will keep all email addresses and
    associated logins on the Household record when we convert.

    v10: Individual Type account with N1 John and N2 Jane Smith. One Primary
    email address on the account; the N1/N2 flag is set to Both on the Primary
    login associated with the email address.

    When we convert to v11, we will have the email address and the login
    associated with it move to the Household account, since we don't know if
    it's John's or Jane's email address. If we're talking to John and ask whose
    email it really is, and he says it's Jane's, is it possible to move the
    email from the Household account onto Jane's individual account with, say,
    1 or 2 clicks or the flip of a dropdown? Or am I understanding your
    response to mean the email and associated login are already saved to the
    Household account and therefore need to be deleted from the Household
    account and entered onto Jane's account? If that's the case, it's not a
    copy or a "reclassification of ownership" - it's a delete and add new
    situation - so how would we know what to set the Login password to? Jane
    won't know that we've un-done her password and she'll be very frustrated
    the next time she tries to login.

    Thanks,
    Mary Mueller
    Lyric Opera of Chicago




    "Ryan Creps"

    9649@tessituranet To
    work.com> mmueller@lyricopera.org
    Sent by: cc
    "Tessitura Next
    Generation Forum" Subject

    ation@tessiturane Forum] changing ownership of
    twork.com> emails/addresses?


    03/30/2012 09:55
    AM


    Please respond to
    "Tessitura Next
    Generation Forum"

    ation@tessiturane
    twork.com>






    As it stands, when adding a new entity, you can choose the owner within a
    household by selecting the appropriate constituent from the dropdown. Once
    an entity (address, eaddress, etc) is saved, you cannot change ownership
    from the client.


    From: Brian Graham
    Sent: 3/29/2012 3:29:42 PM


    Is it possible to change an email that is on a household account to being
    on an individual account? Looks like the "owner" dropdown is not active. Is
    that a security set up thing?


    We'd like to take advantage of the hh/indiv distinction, and we have a lot
    of emails that we don't know which individual they belong to, but we would
    like to update them as we find out. Any suggestions?





    You were sent this message automatically by www.tessituranetwork.com
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  • $organization in reply to Former Member

    Oh Ryan - you always teach me new things. Thanks for the clarification that it is a dropdown on first creation (e.g. clicking the 'Add' button and before saving the info). That makes me happy! At least I don't have to bounce through household/individuals when adding various pieces of info.

    Mary -

    From your scenario, that email & log in would already be a 'saved' entity and the drop down will not be active. The only way to "move" this information would be the delete and add method or through SQL. This is where I referred to having to do something like that through the back end or a custom report for your organization.

    - Heather

  • Former Member
    Former Member $organization
    This is all good to know! Perhaps we'll need to create a CSI each time we
    learn who the email address and associated login really belongs to, and
    then pull the CSI data into a custom utility to make the correct update
    without losing the password. That's my first thought, and I don't really
    like it so maybe there's another way. Maybe an automatically triggered
    email "We've learned that this email address really belongs to Jane, not
    John, so we've assigned it to Jane's individual account within your Lyric
    household account. Please click the following link to reset your password."
    I don't really like that, either.

    Wow, this may become quite a pain point since all of our logins are flagged
    "Both" instead of N1 or N2. Eventually we'd like to take advantage of the
    "individuality" that Next Gen has to offer, but the first step of getting
    existing logins attached to the right individuals seems daunting. I hope
    I'm missing something...

    Thanks,
    Mary




    "Heather Kraft"

    idlawkraft3507@te To
    ssituranetwork.co mmueller@lyricopera.org
    m> cc
    Sent by:
    "Tessitura Next Subject
    Generation Forum" Re: [Tessitura Next Generation

    ation@tessiturane emails/addresses?
    twork.com>


    03/30/2012 02:45
    PM


    Please respond to
    "Tessitura Next
    Generation Forum"

    ation@tessiturane
    twork.com>






    Oh Ryan - you always teach me new things. Thanks for the clarification that
    it is a dropdown on first creation (e.g. clicking the 'Add' button and
    before saving the info). That makes me happy! At least I don't have to
    bounce through household/individuals when adding various pieces of info.


    Mary -


    >From your scenario, that email & log in would already be a 'saved' entity
    and the drop down will not be active. The only way to "move" this
    information would be the delete and add method or through SQL. This is
    where I referred to having to do something like that through the back end
    or a custom report for your organization.


    - Heather


    From: Mary Mueller
    Sent: 3/30/2012 2:28:24 PM


    Hi Ryan,

    Does the following scenario describe your reply? I want to make sure I
    understand this correctly, since we will keep all email addresses and
    associated logins on the Household record when we convert.

    v10: Individual Type account with N1 John and N2 Jane Smith. One Primary
    email address on the account; the N1/N2 flag is set to Both on the Primary
    login associated with the email address.

    When we convert to v11, we will have the email address and the login
    associated with it move to the Household account, since we don't know if
    it's John's or Jane's email address. If we're talking to John and ask whose
    email it really is, and he says it's Jane's, is it possible to move the
    email from the Household account onto Jane's individual account with, say,
    1 or 2 clicks or the flip of a dropdown? Or am I understanding your
    response to mean the email and associated login are already saved to the
    Household account and therefore need to be deleted from the Household
    account and entered onto Jane's account? If that's the case, it's not a
    copy or a "reclassification of ownership" - it's a delete and add new
    situation - so how would we know what to set the Login password to? Jane
    won't know that we've un-done her password and she'll be very frustrated
    the next time she tries to login.

    Thanks,
    Mary Mueller
    Lyric Opera of Chicago




    "Ryan Creps"

    9649@tessituranet To
    work.com> mmueller@lyricopera.org
    Sent by: cc
    "Tessitura Next
    Generation Forum" Subject

    ation@tessiturane Forum] changing ownership of
    twork.com> emails/addresses?


    03/30/2012 09:55
    AM


    Please respond to
    "Tessitura Next
    Generation Forum"

    ation@tessiturane
    twork.com>






    As it stands, when adding a new entity, you can choose the owner within a
    household by selecting the appropriate constituent from the dropdown. Once
    an entity (address, eaddress, etc) is saved, you cannot change ownership
    from the client.


    From: Brian Graham
    Sent: 3/29/2012 3:29:42 PM


    Is it possible to change an email that is on a household account to being
    on an individual account? Looks like the "owner" dropdown is not active. Is
    that a security set up thing?


    We'd like to take advantage of the hh/indiv distinction, and we have a lot
    of emails that we don't know which individual they belong to, but we would
    like to update them as we find out. Any suggestions?





    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!


    You were sent this message automatically by www.tessituranetwork.com
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  • $organization
    Just to further note here, that the issue of transfer or "change ownership" on a record is something that we've been discussing.

    +Ryan Creps
    +Tessitura Network


    -----Original Message-----
    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Mary Mueller
    Sent: Friday, March 30, 2012 4:20 PM
    To: Ryan Creps
    Subject: Re: [Tessitura Next Generation Forum] changing ownership of emails/addresses?

    This is all good to know! Perhaps we'll need to create a CSI each time we learn who the email address and associated login really belongs to, and then pull the CSI data into a custom utility to make the correct update without losing the password. That's my first thought, and I don't really like it so maybe there's another way. Maybe an automatically triggered email "We've learned that this email address really belongs to Jane, not John, so we've assigned it to Jane's individual account within your Lyric household account. Please click the following link to reset your password."
    I don't really like that, either.

    Wow, this may become quite a pain point since all of our logins are flagged "Both" instead of N1 or N2. Eventually we'd like to take advantage of the "individuality" that Next Gen has to offer, but the first step of getting existing logins attached to the right individuals seems daunting. I hope I'm missing something...

    Thanks,
    Mary




    "Heather Kraft"

    idlawkraft3507@te To
    ssituranetwork.co mmueller@lyricopera.org
    m> cc
    Sent by:
    "Tessitura Next Subject
    Generation Forum" Re: [Tessitura Next Generation

    ation@tessiturane emails/addresses?
    twork.com>


    03/30/2012 02:45
    PM


    Please respond to
    "Tessitura Next
    Generation Forum"

    ation@tessiturane
    twork.com>






    Oh Ryan - you always teach me new things. Thanks for the clarification that it is a dropdown on first creation (e.g. clicking the 'Add' button and before saving the info). That makes me happy! At least I don't have to bounce through household/individuals when adding various pieces of info.


    Mary -


    >From your scenario, that email & log in would already be a 'saved'
    >entity
    and the drop down will not be active. The only way to "move" this information would be the delete and add method or through SQL. This is where I referred to having to do something like that through the back end or a custom report for your organization.


    - Heather


    From: Mary Mueller
    Sent: 3/30/2012 2:28:24 PM


    Hi Ryan,

    Does the following scenario describe your reply? I want to make sure I understand this correctly, since we will keep all email addresses and associated logins on the Household record when we convert.

    v10: Individual Type account with N1 John and N2 Jane Smith. One Primary email address on the account; the N1/N2 flag is set to Both on the Primary login associated with the email address.

    When we convert to v11, we will have the email address and the login associated with it move to the Household account, since we don't know if it's John's or Jane's email address. If we're talking to John and ask whose email it really is, and he says it's Jane's, is it possible to move the email from the Household account onto Jane's individual account with, say,
    1 or 2 clicks or the flip of a dropdown? Or am I understanding your response to mean the email and associated login are already saved to the Household account and therefore need to be deleted from the Household account and entered onto Jane's account? If that's the case, it's not a copy or a "reclassification of ownership" - it's a delete and add new situation - so how would we know what to set the Login password to? Jane won't know that we've un-done her password and she'll be very frustrated the next time she tries to login.

    Thanks,
    Mary Mueller
    Lyric Opera of Chicago




    "Ryan Creps"

    9649@tessituranet To
    work.com> mmueller@lyricopera.org
    Sent by: cc
    "Tessitura Next
    Generation Forum" Subject

    ation@tessiturane Forum] changing ownership of twork.com> emails/addresses?


    03/30/2012 09:55
    AM


    Please respond to
    "Tessitura Next
    Generation Forum"

    ation@tessiturane
    twork.com>






    As it stands, when adding a new entity, you can choose the owner within a household by selecting the appropriate constituent from the dropdown. Once an entity (address, eaddress, etc) is saved, you cannot change ownership from the client.


    From: Brian Graham
    Sent: 3/29/2012 3:29:42 PM


    Is it possible to change an email that is on a household account to being on an individual account? Looks like the "owner" dropdown is not active. Is that a security set up thing?


    We'd like to take advantage of the hh/indiv distinction, and we have a lot of emails that we don't know which individual they belong to, but we would like to update them as we find out. Any suggestions?





    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!


    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!


    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!