Copying constituent records

Thanks Michael

This is really helpful!

Anne

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

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?

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Thanks Michael

This is really helpful!

Anne

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

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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http://www.claranet.co.uk
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