We here, on our custom reporting, tend to display a name any time we report on an organization. So we would display the organization name plus the V10 Name2. Obviously this thought process does not work with V11. I am wondering how others solve this issue? I originally thought that I would use the affiliation of “Primary Contact” but this does not work since I am allowed to have multiple primary contacts for one record. Any ideas how I can attach a single name to an organizational record for reporting purposes?
Thanks,
Hi Marty,
You can still set your business practice so that the Primary Contact affiliation type can only be used for one affiliation to an organization. There really isn’t a way to enforce the kind of limit you want through system processes.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Thanks Kevin, I will present this to our Tessitura Governing Board and see what they think.