Does Tess offer any Data Management utility tools that we can run if a volunteer were to create a csv or xls file of Tess ID#s that can be uploaded to batch adjust primary addresses? Any other org using volunteer work to do data cleanup?
We get a lot of returned mail and looking for ways to make Bad Addresses a quicker task.Thank you in advance!
Dulce Preciado
Donor Services Assistant
San Francisco Jazz Organization
Do you mean importing a list of ID's into List Manager? That is possible - here's the help system thread to explain: https://www.tessituranetwork.com/Help_System_v151/Content/List%20Creation%20and%20Management/Importing%20a%20List.htm
Is your organization running regular National Change of Address updates? I ask because that could reduce the amount of returned mail you're getting and thus make your cleanup a lot easier.
We use the NCOA process through Zeta Global (they are an ecosystem partner). Their costs are incredibly reasonable and they use the NCOA update utility in Tessitura. It is very easy to do. Before you do this, I would HIGHLY recommend updating the TR_STATE system table. There are errors in it for two letter state codes and state descriptions for USA. The following changes should be made to ensure that the NCOA works correctly. This is all based on USPS.com and their listing of states.
AA - Armed Forces of the Americas
AE - Armed Forces of Europe
AP - Armed forces of the Pacific
FM - Federated States of Micronesia
MP - Northern Mariana Islands
Inactivate TT - Trust Territories (this hasn't been used since the early 90's)
Other than that, the whole process is slick and quick. It usually takes Zeta about a day to get us back our files to upload back into Tessitura.
- Chris
Christopher Cuhel said:Before you do this, I would HIGHLY recommend updating the TR_STATE system table.
I'd second that, and add a recommendation to update TR_CITYSTATE. Not sure if it's still the case, but at one time that table arrived from the network with c. 2001 data.
Does anyone have a really great version of these tables and a script that can be shared? This would be a great item to share so that all organizations don't have to update these tables by themselves. (Because, I suspect that many, might I guess most organizations have not updated these records.)
Should we get a feature request into the Tessitura Network to just provide a mechanism to update these tables as part of the Version Upgrade Process?
cc:
I definitely would love to see updating these tables become a more standard part of Tessitura's updates - even as an optional part.
I just submitted an enhancement request today for both tables to be updated.
Thanks Christopher Cuhel!