I am trying to create come custom query elements for an Output Set that will pull affiliated primary contact info into an Organization record. For example for each org record I want to include organization name, primary contact name, primary contact address, primary contact phone, etc.
Has anyone done something similar to this? Any assistance would be appreciated.
When creating the list – in the criteria pull your organization/business records. In the tabs below use Add Individuals to identify the Primary contacts affilation and then use the Keep/Replace Original to only keep related constituents.
If your prmary contact has multiple relationships with your organizations – make certain the affiliation record select the correct address to use.
Then honestly you should be able to send the list thru any canned report your usually use for addresses.
From: Todd Tiffany [mailto:bounce-toddtiffany6582@tessituranetwork.com] Sent: Monday, April 24, 2017 8:25 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: Re: [Tessitura Technical Forum] Affiliate - query elements
We have an affiliation type called "Primary Contact." On most organization/business records there is an affiliated individual record with type Primary Contact. When we run lists for Development they want all Organization records to include the Primary Contact info for mailings, emails, etc. I can add the affiliated records when running the List/Extr however I get one record for the org and one record for the individual. I want a single record with org and primary contact info together.
I thought I could accomplish this with an Output Set and custom query elements. I have created SQL that works however the code for many of the fields are beyond the 255 char limit for the query element.
From: Martin Keen <bounce-martinkeen9803@tessituranetwork.com> Sent: 4/19/2017 7:18:42 PM
Hi Todd,
Maybe I'm missing something here but it's not possible to use to mark an affiliate as primary unless the "umbrella" record is a household. Perhaps you're using a specific Affiliation Type to mark the affiliation - we have a specific type for this sort of relationship.
Depending on how you intend to make the affiliate as the primary contact, the Query Element would be realtively easy to create. I'd be happy to give you some help with this,
Martin
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Leslie,
Thanks for the reply. The problem with the standard functionality of adding affiliates in Lists/Extractions is that it does not give you the organization info and affiliated info in the same record. You end up with an org record and a separate individual record. That is not the way our development department wants the output. They want the org info and primary contact info on the same record.
Yesterday I created a custom view and created query elements off from the view.