I am having a difficult time wrapping my brain around pulling names for any given custom report. From what I am seeing, there could be 3.5 scenarios that I could be presented with. What I mean is the type of customer (Tr_cust_group) that could be given to me.
Individual
Organization
Household
Hey wait! That’s only 3, I said 3.5. The extra .5 is where I could be given an individual customer that could be part of a household depending on the type of report I am pulling. :)
What I am looking for is the best ways to pull the first and last names and not just the salutation. I think it is going to come down to the type of report I am pulling. Such as, ticket orders and contributions. Since these are at the household level, I wouldn’t be given an individual customer number that is part of a household. I would always be passed the household customer number. Please correct me if I am wrong here.
So in this case, I can get to the first and last names of the primary affiliates in a fairly easy fashion. But if it is just an Individual, there is no affiliation so should these records be handled differently and with a different query or can I get to these names using the same query as the household query but maybe using a left join?
Another case I am looking at is say elevated events. Here you can put the event in any of my 3.5 cases. Now one can assume that if the event is placed on an individual record that is part of a household, only pull the name of the individual but I am pretty sure that won’t fly. So am I looking at 3+ queries just to get the names?
Any help would be appreciated,
Thanks,
Marty
Thanks Kevin….
I think I understand the List building features regarding individuals and households. And certainly I’ll need to discuss with my staff how we want to communicate to our constituents when there are two names in a household.
But I can’t seem to find a solution to what I thought was a simple use-case:
I need a list for a performance reminder email, comprised of ticket holders for a performance, and addressed to the first name of the buyer (who for households will be the affiliated A1 individual).
I can eliminate A2 from the salutation entirely using TR_SALUTATION_FORMAT…which is imperfect because there are times when I will want to address the household as “Dear Mary and John”. But it’s a little odd when our website (not changing any time soon) addresses the household ticket buyer as A1, and all our communications up to this moment were just to A1.
I can use the “Add Individuals” tab in the List to include Adult Members of Households, but then John and Mary both end up on the list. I suppose it’s fine if Wordfly de-duplicates emails, but without logic to weed out the A2, there’s a 50-50 chance that it’ll show the wrong customer first name.
Is there a way to specify only A1 in a list? Is it totally backwards thinking to want to communicate to one person in a household? Are other people grappling with this issue?
Michael
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Kevin Sheehan Sent: Wednesday, April 25, 2012 11:10 AM To: Michael Reisman Subject: Re: [Tessitura Next Generation Forum] Getting the Names
The link to the Household Criteria Considerations topic was bad in my last post. Here's the correct link: Household Criteria Considerations.
From: Kevin Sheehan <bounce-kevinsheehan4372@tessituranetwork.com> Sent: 4/25/2012 9:57:24 AM
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Hi Michael,
In this example, if you were going to send a letter addressed just to Mary, you should be pulling her individual record, not the household record, which would then output her individual name or salutation. This type of situation, when you want to communicate with only one member of the household, is one of the main drivers of the new constituent model.
If you want to add an individual record to your list but some or all the of data your criteria are looking at is on the household record there are several features that allow you to do so that have been added to criteria sets. For details see the Household Criteria Considerations and Advanced Relationship Options help topics.
Also, just a reminder that there is already a predefined salutation field for the inside letter address line. It's the Dear field you see on the General tab, which is formatted according to the LI columns in TR_SALUTATION_FORMAT.
-Kevin
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