Creating organisation specific constituent addresses

Hi James,

I’ve been with the Philadelphia Regional Arts Consortium since it formed 9 years ago, and in the beginning we did create control-grouped copies of the addresses so that each organization could have their own. We stopped doing this because it turned out that not all of our organizations needed those copies even if they had a relationship with the patron, and as you can imagine, maintenance on those copies was a bear.

What we do instead is to ask users to create their own copies of any shared address as needed. So if they need to add a contact purpose or salutation, they should create a copy of the address and then add the appropriate values. (Even though contact purposes are control-grouped and can be applied to shared addresses, salutations are not. Something to keep in mind.) And when users update their control-grouped copy of the address with more recent information, we ask them to also update the shared address. (I don’t know how NCOA works in the UK, but I have a script that updates similar addresses when processing changes en masse, so that catches most other address issues related to copies.)

Happy to talk offline as well!

~ Katie Lachance-Duffy

Tessitura Project Director/Application Systems Analyst/Database Administrator

Philadelphia Regional Arts Consortium

267-603-1434

catherine@artsphilly.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of James Barringer
Sent: Tuesday, August 18, 2015 6:39 AM
To: Catherine Lachance-Duffy
Subject: [Tessitura Technical Forum] Creating organisation specific constituent addresses

Hi all,

We are in a multi-organisation consortium set-up and are currently investigating the possibility of creating organisation specific addresses for our constituents. It would be useful for us to have organisation specific information for ease of use and to avoid any problems when the address information in the general tab may get changed.

I was wondering whether anyone has any experience of creating these new addresses en masse? We were thinking of simply duplicating the existing consortium (general tab) address, so at least then we have our own WNO specific addresses.

Some potential hurdles we've thought about revolve around what would happen if there is more than one home address currently on the system, how household entries would fit into the update and whether more complex entries that are affected by the record update (e.g. entries with multiple addresses) could be flagged up so we could go and check that they're accurate/change them manually if necessary. 

Any shared experiences/advice would be much appreciated.  

Many thanks,

James

james.barringer@wno.org.uk

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!

Hi James,

I’ve been with the Philadelphia Regional Arts Consortium since it formed 9 years ago, and in the beginning we did create control-grouped copies of the addresses so that each organization could have their own. We stopped doing this because it turned out that not all of our organizations needed those copies even if they had a relationship with the patron, and as you can imagine, maintenance on those copies was a bear.

What we do instead is to ask users to create their own copies of any shared address as needed. So if they need to add a contact purpose or salutation, they should create a copy of the address and then add the appropriate values. (Even though contact purposes are control-grouped and can be applied to shared addresses, salutations are not. Something to keep in mind.) And when users update their control-grouped copy of the address with more recent information, we ask them to also update the shared address. (I don’t know how NCOA works in the UK, but I have a script that updates similar addresses when processing changes en masse, so that catches most other address issues related to copies.)

Happy to talk offline as well!

~ Katie Lachance-Duffy

Tessitura Project Director/Application Systems Analyst/Database Administrator

Philadelphia Regional Arts Consortium

267-603-1434

catherine@artsphilly.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of James Barringer
Sent: Tuesday, August 18, 2015 6:39 AM
To: Catherine Lachance-Duffy
Subject: [Tessitura Technical Forum] Creating organisation specific constituent addresses

Hi all,

We are in a multi-organisation consortium set-up and are currently investigating the possibility of creating organisation specific addresses for our constituents. It would be useful for us to have organisation specific information for ease of use and to avoid any problems when the address information in the general tab may get changed.

I was wondering whether anyone has any experience of creating these new addresses en masse? We were thinking of simply duplicating the existing consortium (general tab) address, so at least then we have our own WNO specific addresses.

Some potential hurdles we've thought about revolve around what would happen if there is more than one home address currently on the system, how household entries would fit into the update and whether more complex entries that are affected by the record update (e.g. entries with multiple addresses) could be flagged up so we could go and check that they're accurate/change them manually if necessary. 

Any shared experiences/advice would be much appreciated.  

Many thanks,

James

james.barringer@wno.org.uk

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!