When setting up Campaigns there is a custom tab with 6 radio buttons for setting up custom information. I was curious if anyone was using these and if so what types of information you are storing in there. One idea that we had was to just create a tab to record information about the campaign (such as was any special challenges made during the campaign, or large one time gifts made) that would be useful for historical purposes. Interested to hear if anyone is using this.
Thanks.
T.C. Brown
Database Administrator
PSO
Early on after moving to Tessitura, our Devo folks would often want a little quick detail of what data underlay the Gift, Pledge, etc. totals in the main Campaign tab, so I made a Tree View InfoMaker custom tab (the only time I think I've ever used Tree View) that displays Appeal -> Source -> Patron data in a simple, drill-down way that answered some of those questions, without having to run a separate report.
A quick and easy custom tab, and a popular one with users (the simplest ones so often are...)