Going through documentation in preparation to stage our data, and we hit a couple of questions:
§ One of the v11 training videos stated: “if affiliate record doesn’t have contact info, it inherits from the Household’s primary contact information. The only inheritable contact information is: home address / phone / email.” We use custom phone types specifying N1 Business, N2 mobile, etc. So the question is, are our custom phone types inheritable, or is it requiring one of the standard Phone 1 / Phone 2 / Fax values (that we don’t use)?
§ Regarding Household creation: of course, samples giving say “if John Smith is N1 and Jane Smith is N2, the name assigned to household will be “John and Jane Smith.” What rules are in place when Last N1 and Last N2 do not match (i.e. John Smith and Mary Poppins) or those few accounts where it’s elderly siblings living together (i.e. Laura Jones and Betty Jones, who shouldn’t be listed as Laura and Betty Jones)?
Thanks!
Jeanne
You can map things like phone numbers with N1 and N2 names to move into the appropriate individual accounts created in the migration. They would not be inherited from the household, but would instead be owned by the proper individual.
For household names it will list the full names for the accounts that have two different last names automatically. You can also create a salutation format that would list the last name twice in the case of the siblings, but you would have to manually choose that salutation. You can also just overwrite the houshold name as you would any salutation for those special cases that don't fit any set format.
Hope this helps,
Boann
Here’s a link to updated documentation on salutation formats: http://www.tessituranetwork.com/Help_System/Content/System_Tables/TR_SALUTATION_FORMAT.htm
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com