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Convert to Household/Move Transactions

Leslie McKinley
$organization

Just wondering if those sites that have been up on v.11 have developed some rules/guidelines for when to use Convert to Household vs Move Transaction.    

I mainly see the Convert to Household being used when there is more than just Transaction that need to moved such as events, activities, and salutations as well as Affiliations/Associations.   

Move Transactions is used when only transactions and related records are involved. 

Thanks

 

 

 

Parents
  • $organization

    I agree; it would be great to have a transfer owner button for other areas.  The PSO has many attributes that are linked to the transactions, such as how many years someone has subscribed to a particular series, etc., which are used for many analytical reports.  When those transactions are moved from an individual account to a household the attributes are left behind.  For a front end user to be able to transfer those attributes to another account would be very helpful.

    Has anyone created a way to move those attributes?

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Wednesday, November 28, 2012 2:21 PM
    To: TC Brown
    Subject: RE: [Tessitura Next Generation Forum] Convert to Household/Move Transactions

     

    Lucie Spieler:

    I wish that it was as easy to move constituencies, attributes, postal addresses, and other such information among members of a household the way you can move eaddresses…

    I agree: the "transfer owner" button would be very handy to have under all the radio buttons under Contact Details, as well as Attributes, Consts, Relationships; basically almost anywhere that the "group by constituent" functionality exists.

    From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com>
    Sent: 11/28/2012 12:41:29 PM

    You can’t have a household that doesn’t have at least one individual member.

     

    If you have a man and woman married to each other and sharing the same last name, with standard Mr./Mrs. prefixes, it is better to make Mr. the A1 so that household salutations  get created  properly.

     

    I wish that it was as easy to move constituencies, attributes, postal addresses, and other such information among members of a household the way you can move eaddresses…

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book

    FLORIDA GRAND opera




    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!

Reply
  • $organization

    I agree; it would be great to have a transfer owner button for other areas.  The PSO has many attributes that are linked to the transactions, such as how many years someone has subscribed to a particular series, etc., which are used for many analytical reports.  When those transactions are moved from an individual account to a household the attributes are left behind.  For a front end user to be able to transfer those attributes to another account would be very helpful.

    Has anyone created a way to move those attributes?

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Wednesday, November 28, 2012 2:21 PM
    To: TC Brown
    Subject: RE: [Tessitura Next Generation Forum] Convert to Household/Move Transactions

     

    Lucie Spieler:

    I wish that it was as easy to move constituencies, attributes, postal addresses, and other such information among members of a household the way you can move eaddresses…

    I agree: the "transfer owner" button would be very handy to have under all the radio buttons under Contact Details, as well as Attributes, Consts, Relationships; basically almost anywhere that the "group by constituent" functionality exists.

    From: Lucie Spieler <bounce-luciespieler8144@tessituranetwork.com>
    Sent: 11/28/2012 12:41:29 PM

    You can’t have a household that doesn’t have at least one individual member.

     

    If you have a man and woman married to each other and sharing the same last name, with standard Mr./Mrs. prefixes, it is better to make Mr. the A1 so that household salutations  get created  properly.

     

    I wish that it was as easy to move constituencies, attributes, postal addresses, and other such information among members of a household the way you can move eaddresses…

     

    Lucie

     

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book

    FLORIDA GRAND opera




    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!

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