Hi,
Does anyone have a script that creates salutations based on the first name of the primary affiliate of a household?
For example: John and Linda Smith Household
Salutation: John
I know how to create salutations in the individual record manually but I don't know how to en-masse assign the first name salutation to a household.
Any help would be greatly appreciated. :)
Tiffany, We do have a utility procedure to rebuild salutations en masse, UP_REBUILD_SALUTATIONS. This procedure accepts a list and salutation type as parameters to filter. If you have your tokens setup correctly for the salutations to generate correctly (when you create a new household or Gen Sal on an existing household it does the right thing) then you can create a list of households to update and run it through this procedure. You will want to run this in your Test system first to make sure it does what you expect. Note that this procedure doesn't add new salutation rows it only recalculates the salutation for constituents on the list with that salutation type. Note also that if you run this procedure with no parameters it will recalculate all the salutations in the system. New version tidbit: this utility procedure has been added to the Reports and Utilities menu in the Data Management folder in v12.5. Best, Anna From: Tiffany Evans <bounce-tiffanyevans7088@tessituranetwork.com> Sent: 2/17/2015 3:39:27 PM Hi, Does anyone have a script that creates salutations based on the first name of the primary affiliate of a household? For example: John and Linda Smith Household Salutation: John I know how to create salutations in the individual record manually but I don't know how to en-masse assign the first name salutation to a household. Any help would be greatly appreciated. :) 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!
Tiffany,
We do have a utility procedure to rebuild salutations en masse, UP_REBUILD_SALUTATIONS. This procedure accepts a list and salutation type as parameters to filter. If you have your tokens setup correctly for the salutations to generate correctly (when you create a new household or Gen Sal on an existing household it does the right thing) then you can create a list of households to update and run it through this procedure. You will want to run this in your Test system first to make sure it does what you expect. Note that this procedure doesn't add new salutation rows it only recalculates the salutation for constituents on the list with that salutation type. Note also that if you run this procedure with no parameters it will recalculate all the salutations in the system.
New version tidbit: this utility procedure has been added to the Reports and Utilities menu in the Data Management folder in v12.5.
Best,
Anna
From: Tiffany Evans <bounce-tiffanyevans7088@tessituranetwork.com> Sent: 2/17/2015 3:39:27 PM
I think I may have bitten off more than I can chew. :( This all comes from my lists I pull for my e-blasts through wordfly not having first names because I pull based on ticketing history which comes from household accounts.
Basically, people are seeing our default placeholder greeting if they have a household record and I don't want that.
Maybe the problem though is the output set i'm using for wordfly which contains the customer_fname field.
If I want to create an output set that pulls individuals first names from their households. How would I do that?