• Replies 4 replies
  • Subscribers 337 subscribers
  • Views 45 views
  • Users 0 members are here
Related

Convert Household to Organization?

Former Member
Former Member $organization

Hello all,

We are trying to determine if this is possible.  We have a household record in which both members of the household are deceased.  We've updated the individual records according to consortium standards and created non-primary affiliations to the household.

Now we would like to Change Constituent Type on the household record to make it an Estate.  For us, Estate is in the Organization cust_group. While it is possible to change and individual to a customer_type in the Organization group, Households don't appear to have this option.  Is this a bug or a feature?  And does anyone know of a workaround?

Thanks!

 

- Levi

Parents
  • $organization

    In order to change a household record into an estate record, you’d first have to change it into an individual record by using the Household Operations menu (under the Constituents dropdown). This is the case for changing households into any other record types as well. Once it’s an individual record, you can change the constituent type to estate (or any other record type except household).

     

    I’d recommend creating a new Estate record unless it’s essential for you to be able to see what the giving history of the couple was along with any estate funds in the same report, because by creating the estate you would move all of the information about the couple into the new record and would have to affiliate them to the estate with a new affiliation type, therefore possibly confusing someone trying to determine the relationship.

     

    Hope this helps!

     

    --

    Laine Kyllonen

    Database Application Specialist

    Science Museum of Minnesota

    (651) 221-2515

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Leslie McKinley
    Sent: Friday, May 17, 2013 9:20 AM
    To: lkyllonen@smm.org
    Subject: RE: [Tessitura Technical Forum] Convert Household to Organization?

     

    We no longer change the record to Estate as we did prior to v.11.  Instead we now create an affiliation/association to an Estate record.   

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Friday, May 17, 2013 10:08 AM
    To: McKinley, Leslie
    Subject: [Tessitura Technical Forum] Convert Household to Organization?

     

    Hello all,

    We are trying to determine if this is possible.  We have a household record in which both members of the household are deceased.  We've updated the individual records according to consortium standards and created non-primary affiliations to the household.

    Now we would like to Change Constituent Type on the household record to make it an Estate.  For us, Estate is in the Organization cust_group. While it is possible to change and individual to a customer_type in the Organization group, Households don't appear to have this option.  Is this a bug or a feature?  And does anyone know of a workaround?

    Thanks!

     

    - Levi




    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!




    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!

  • Former Member
    Former Member $organization in reply to Laine Kyllonen

    Thank you both!  Both options make good sense.  Looks like we'll have to have a few conversations about how we want to handle this going forward.  But these suggestions are excellent!

     

    - Levi

  • $organization in reply to Former Member

    I am curious how you handle the issue of an open pledge or order on the record. We have this happen from time to time and we are looking for best practices to adopt for this. Has anyone come across that?

    Thanks, 

    Marie

Reply Children
No Data