Is it possible to copy a constituent's record? In order to key in the name of a child's parent, I have to open up a new constituent record and key in the same information again before I can create an Association. Does anyone know a shortcut?
Anne, there is not a way to copy a record as you are describing. However, I noticed that you mentioned parents and children. Typically, families are created as Household accounts, where a master household record holds the shared information like home address, and Affiliations (which are different than Associations) link individuals to the household account. When creating Affiliations, it's much easier to add new individuals and it's not necessary to re-type shared information. You can find the details of household accounts in the documentation on constituent records found here:http://www.tessituranetwork.com/Help_System_v12/Content/Constituent%20Records%20Basic%20Features/Household%20Constituents.htm
-Michael Wilcox, Tessitura Network
Anne -
There is a shortcut for organizations, but not households/individuals as you describe. The organization shortcut works when you open an organization account, then add an affiliation. You can type in a name, then click "Create Constituent" and it will copy the org's primary contact info, I believe.
More details here under "Adding a New Constituent from an Affiliation" - in case this helps anyone else looking for a "shortcut". :)
Beth
Thanks Michael
This is really helpful!
Anne
Anne Stephen Associate Programme Co-ordinator Scottish Ballet Tramway 25 Albert Drive Glasgow G41 2PE www.scottishballet.co.uk Tel: 0141 331 6289 Fax: 0141 424 0757
Please note I work Tuesdays and Thursdays.
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Michael Wilcox Sent: 18 April 2014 14:04 To: Anne Stephen Subject: Re: [Tessitura Technical Forum] Copying constituent records
Anne, there is not a way to copy a record as you are describing. However, I noticed that you mentioned parents and children. Typically, families are created as Household accounts, where a master household record holds the shared information like home address, and Affiliations (which are different than Associations) link individuals to the household account. When creating Affiliations, it's much easier to add new individuals and it's not necessary to re-type shared information. You can find the details of household accounts in the documentation on constituent records found here: http://www.tessituranetwork.com/Help_System_v12/Content/Constituent%20Records%20Basic%20Features/Household%20Constituents.htm
From: Anne Stephen <bounce-annestephen7130@tessituranetwork.com> Sent: 4/18/2014 7:14:49 AM
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