[marcin]

i've been formatting the names for our annual report, and i realized that organization don't have a salutation tab, and thus, no space to fill in a publication name. is there some kind of equivalent so that i can merge all the organization onto my annual donor list?

[Jo Ward]

Quote:

Originally Posted by marcin

i've been formatting the names for our annual report, and i realized that organization don't have a salutation tab, and thus, no space to fill in a publication name. is there some kind of equivalent so that i can merge all the organization onto my annual donor list?

I use an attribute called Published Name fro this purpose. Granted, it isn't in the same field as the Recognition Addressee that I use for individuals, but I export to Excel and combine the two fields there before merging. Not a perfect solution, but not a bad one, either.

Jo

[marcin]

thanks. cute puppy, by the way.

[Michael Sherman]

I do the same as Jo. It takes very little time to sort and merge in
Excel. I highly recommend that you include "Sort key" in your export.

[Jo Ward]

Good suggestion Michael! It is so ingrained in me that every export
include both the Sort Key and the Constituent ID that I forget to
mention it in my posts. The Sort Key is to make Excel realize that The
ABC Corp. should sort into the A' rather than the T's. The Constituent
ID is so that if I later want to add some data to this particular group
of constituents, I can import the data back in. This has happened in
amny cases where it was not anticipated, so I just include the ID in
every export, just in case.

Jo

[Tcassi]

Quote:

Originally Posted by marcin

i've been formatting the names for our annual report, and i realized that organization don't have a salutation tab, and thus, no space to fill in a publication name. is there some kind of equivalent so that i can merge all the organization onto my annual donor list?

Marcin -
When I use query or export to extract data for publications, the Org name appears in the PRIMARY Addressee & Salutation fields....I'm not sure if this is a special business rule we activated, but you shouldn't need to create an additional Add/Sal field just for organization records?

[Melissa Siobhan]

Apparently, sometimes the way an org appears in your org name is
different from how they want to appear in publications. (I have never
had a request like this but apparently others have) The only good
choices I have heard of are alias and an attribute - both need to be
exported and will never be able to be used in place of a name in any
canned reports which is unfortunate.


Melissa S. Graves
Director of Development Services
The Village for Families and Children

The mission of the Village for Families and Children is to build a
community of strong, healthy families who protect and nurture children.

"You cannot motivate people; they are already motivated, and your job is
to find out what motivates them and construct the right environment in
which their motivation will flourish." Kay Sprinkel Grace.

[Tcassi]

Quote:

Originally Posted by Melissa Siobhan

Apparently, sometimes the way an org appears in your org name is
different from how they want to appear in publications. (I have never
had a request like this but apparently others have) The only good
choices I have heard of are alias and an attribute - both need to be
exported and will never be able to be used in place of a name in any
canned reports which is unfortunate.


Melissa S. Graves
Director of Development Services
The Village for Families and Children

The mission of the Village for Families and Children is to build a
community of strong, healthy families who protect and nurture children.

"You cannot motivate people; they are already motivated, and your job is
to find out what motivates them and construct the right environment in
which their motivation will flourish." Kay Sprinkel Grace.

Oh, sorry! I misunderstood the original question...I thought he/she was asking how to populate an Add/Sal when org records don't have the Add/Sal field per se. Thanks for clarifying Melissa.