We have Affiliates assigned to many Organization records. Our Corporate team would like assign select Affiliates to specific Event invitations. We've created and assigned each Affiliate with an appropriate Salutation Type, then through the Organization, assigned the salutation, and the Organization address. Is there a way to pull the selected Affiliates, and the assigned Salutation and Address into a list used for mailing?
We're attempting to create some custom Output elements, but I'm hoping someone out there has done this before.
Many thanks.
Hi Chandra,
As of v15.1, if a constituent added to the results of a list or extraction set based on an affiliation through the advanced relationship options, and the affiliation has a postal address, email address, and/or salutation specified, the affiliation specific data is returned for that constituent in the standard extraction set output or when using standard output set elements for that data. In v15.0, this is true in extraction sets but not in lists.
I hope that helps,
Kevin
Thanks Kevin. We are using 15.01, so that was the issue. Now, however, my extraction output isn't including the name of the corporation for the affiliate records. Could it be how our corporate record addresses are entered? What is best practice for Corporate record entry (Salutation1, Salutation2, Address 1, 2, 3)?
Adding the corporation name to the Salutation 2 field on the salutations associated with the affiliations for the corporate contacts would be the best practice. If you find that that field is inactive on the salutations you are working with, you must either uncheck the Label box on the salutation (which is only allowed if it isn't the primary salutation on the record) or go into T_DEFAULTS and set LABEL USE ESAL2 to Yes.
And remember if you hold down CTRL and ALT and click on Salutation 2 in the General Tab you can rename it to Organisation etc so EVERYONE knows to use that as the Data standard