converting household to an individual

Whenever you want to remove a primary affiliation, you need to ensure that all individuals have their own primary address. Depending on the rules you set up, you might need an address, phone, and/or email address. Simply create a new primary address of the type needed on the individual record and you will be able to delete the affiliation. If you do that, you can then remove all affiliations, change the household into an individual, and merge the records as needed.

You will also need to do this whenever “divorcing” a household, as all records need to have a primary address once one is connected to the record.

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Laine Kyllonen

Gift Processing Coordinator

Science Museum of Minnesota

(651) 265-9870

From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Michael Sampson
Sent: Thursday, August 02, 2012 1:04 PM
To: lkyllonen@smm.org
Subject: [Tessitura Next Generation Forum] converting household to an individual

I have read the documentation and watch the very informative webcast from Ben Magson about Household operations and believe I understand how this should work, however we are running into a situation that I am not sure I understand the best solution for.

When converting a particular household that was created in error to an individual we have attempted to merge this affiliate to A1 and remove affiliation on A2 AND even tried removing affiliations on both A1 and A2, either way we recieve an invalid entry pop up -- 

Cannot delete affiliation because one or more affiliate is depending on the Group for the Primary Address. The rule for Require Address is turned on, which enforces a constituent to have at least one Primary Address.(Constituent Address)

Do wejust need to turn this rule off to convert?

Thank you.....

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Whenever you want to remove a primary affiliation, you need to ensure that all individuals have their own primary address. Depending on the rules you set up, you might need an address, phone, and/or email address. Simply create a new primary address of the type needed on the individual record and you will be able to delete the affiliation. If you do that, you can then remove all affiliations, change the household into an individual, and merge the records as needed.

You will also need to do this whenever “divorcing” a household, as all records need to have a primary address once one is connected to the record.

---

Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.

Laine Kyllonen

Gift Processing Coordinator

Science Museum of Minnesota

(651) 265-9870

From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Michael Sampson
Sent: Thursday, August 02, 2012 1:04 PM
To: lkyllonen@smm.org
Subject: [Tessitura Next Generation Forum] converting household to an individual

I have read the documentation and watch the very informative webcast from Ben Magson about Household operations and believe I understand how this should work, however we are running into a situation that I am not sure I understand the best solution for.

When converting a particular household that was created in error to an individual we have attempted to merge this affiliate to A1 and remove affiliation on A2 AND even tried removing affiliations on both A1 and A2, either way we recieve an invalid entry pop up -- 

Cannot delete affiliation because one or more affiliate is depending on the Group for the Primary Address. The rule for Require Address is turned on, which enforces a constituent to have at least one Primary Address.(Constituent Address)

Do wejust need to turn this rule off to convert?

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!