Hi,
We're in the process of deciding what we want to show in the header of a constituent and wondered what everyone else is doing? We're going to go for including date of last visit, and to flag up with big BLING sign for large donors but wondered what else is helpful to show?
thanks,
giles (PFT - go live Dec 09!, - er, or maybe 2010...sometime)
Hi Giles,
We don’t have too much customisation on our standard header, just the DPA last asked date and a flag which displays some text if a customer is in a certain list. We used this recently to quickly inform the box office of who was eligible for priority booking when a show was re-scheduled.
We have a custom header for people who are merging records that displays all the information required to make a decision on which record to keep. Saves time on swapping screens and such.
Gary
From: UK Tessitura User Group [mailto:groups-uktug@tessituranetwork.com] On Behalf Of Giles conisbee Sent: 01 October 2009 12:37 To: Halliday, Gary Subject: [UK Tessitura User Group] Defining constituent header
Thanks Gary, good to know.
From: UK Tessitura User Group [mailto:groups-uktug@tessituranetwork.com] On Behalf Of Gary Halliday Sent: 01 October 2009 12:51 To: Giles Conisbee Subject: RE: [UK Tessitura User Group] Defining constituent header
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