Okay, so is it correct that the only way to add a second person/individual (typically the wife) is to create a new individual record for the wife, then create a household record and then affiliate the two records to the household?? This seems rediculously long.... And the address information doesn't carry over to the second individual record? This can't be right can it?? I know this seems basic, so I appolgize, if there is a good tutorial on the network, please direct me to it... just seems so silly if these are the steps.
Heather
Heather-
You can make the Husband’s record a Household record, by going up to Constituents – Household Operations – Covert to Household.
After converting the Husband’s record to a HH record, you can “ADD Affiliate” (A2) with the wife’s information; leaving the Affiliate # blank, as it will auto populate.
I hope this was helpful.
Jessica
McCarter Theatre Center
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Heather HoytSent: Tuesday, September 25, 2012 7:08 PMTo: Jessica KalinskiSubject: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
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Jessica KalinskiAudience Services Managerjkalinski@mccarter.org609-258-1585
Yes, this option is based on permissions.
Jessica.
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Heather HoytSent: Tuesday, September 25, 2012 7:40 PMTo: Jessica KalinskiSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
What does it mean if that option is greyed out, is that a permissions thing?
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Jessica KalinskiSent: Tuesday, September 25, 2012 6:26 PMTo: Heather HoytSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
You can also create a new household account, add the existing individual (Name 1) by either entering their ID# or searching with the chicklet, and then finally enter the name of Name 2 in the appropriate fields.
You can also import the address from Name 1 into the new household account as long as you do the import before you save your changes.
Once you have the names and addresses in place saving the record will create two new accounts, one for the household and one for the new individual (Name 2).
Yes.
What you would do is go into the Wife’s record; convert it to a Household Record. Add in the Husband’s information (A2)….just like you would do if adding a wife to a husbands’ account……
But then you would go up to Constituents; Household Operations; and select Swap A1/A2. This is also a permission based option. This option flips the location of A1 and A2 .
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Heather HoytSent: Wednesday, September 26, 2012 12:56 PMTo: Jessica KalinskiSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
THANK YOU!
One more related question... if the initial existing record is the wife, and you are adding the husband, is there a good way to swap A1 with A2 in the household record so it's the correct salutation?
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Jessica KalinskiSent: Tuesday, September 25, 2012 6:53 PMTo: Heather HoytSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
Within the Household Operations menu there is an option for Swap A1/A2 that does just that.
And just to jump in here with some philosophical stuff...
Which method you use depends on your rules with transactions - do you push them all to the household? Keep them on the individual? - and the amount of personal information on the original husband's account. In some cases it is easier to convert the information from the single name account because you want all of it as a household - or there might be an email you want to move back down to the husband's account which can be easily done.
In some cases, however, there might be a lot of personally connected information to the husband that you want to keep on the individual's account. That's where making a household account and affiliating it might be the better idea. If your organization is keeping a fairly hard and fast 'push all transactions to the household' rule, then you'll want to be sure to move the transactions from the husband's account to the newly created household account.
All of these household functionalities are, as you might have guessed, controlled by security, so you may be able to do one function and not the other.
Just something to keep in mind - I find that I *usually* convert a single name to a household, but not always, and it is always good to flip through the tabs of info to make sure you aren't creating a headache of 'who owns what information' down the line.
- Heather
BETH GILLILAND
When I do this it doesn’t add both names in the General Salutation address box. What am I missing there?
Shelley Salinas
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Boann Petersen Sent: Wednesday, September 26, 2012 11:32 AM To: Shelley Salinas Subject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
From: Jessica Kalinski <bounce-jessicakalinski7960@tessituranetwork.com> Sent: 9/25/2012 6:46:02 PM
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Heather Hoyt Sent: Tuesday, September 25, 2012 7:40 PM To: Jessica Kalinski Subject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Jessica Kalinski Sent: Tuesday, September 25, 2012 6:26 PM To: Heather Hoyt Subject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Heather Hoyt Sent: Tuesday, September 25, 2012 7:08 PM To: Jessica Kalinski Subject: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
Jessica Kalinski Audience Services Manager jkalinski@mccarter.org 609-258-1585
You may have to hit “Gen Sal”, for it to re-format.
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Shelley SalinasSent: Thursday, September 27, 2012 7:22 PMTo: Jessica KalinskiSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Boann PetersenSent: Wednesday, September 26, 2012 11:32 AMTo: Shelley SalinasSubject: RE: [Tessitura Next Generation Forum] Adding a wife(N2) to a record in v11?
From: Jessica Kalinski <bounce-jessicakalinski7960@tessituranetwork.com>Sent: 9/25/2012 6:46:02 PM
In reply to Heather –
We allow members to add a partner to an account but we always want to know who the ‘real’ member is. For this reason we leave the A1 and A2 alone so that the A1 is the member and the A2 the +1.
For instances where the member is Mrs I set up another salutation format which I called ‘reverse household’ so that the Development team could pick this one to get the salutation into the less odd-looking Mr and Mrs format. It’s not always appropriate but it’s an available option.
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