converting household to an individual

You can certainly turn the rule off; or you can just go give the individual their own address.  What we do is go into the individual and create the identical address on that account.  You just have to do that so that the individual isn't inheriting their address from the household and you'll be fine.

I think this error should go on some kind of "greatest hits" conversion issues board, because I am clearly not the only person who was initially flummoxed by it!

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From: "Michael Sampson" <bounce-michaelsampson5116@tessituranetwork.com>
To: bvarro@smm.org
Sent: Thursday, August 2, 2012 1:03:46 PM
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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You can certainly turn the rule off; or you can just go give the individual their own address.  What we do is go into the individual and create the identical address on that account.  You just have to do that so that the individual isn't inheriting their address from the household and you'll be fine.

I think this error should go on some kind of "greatest hits" conversion issues board, because I am clearly not the only person who was initially flummoxed by it!

---

From: "Michael Sampson" <bounce-michaelsampson5116@tessituranetwork.com>
To: bvarro@smm.org
Sent: Thursday, August 2, 2012 1:03:46 PM
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!