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
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 .
Jessica
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?
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?
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.
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