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Campaign Custom tabs

T.C. Brown
$organization

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

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  • $organization

    Thanks for all the great ideas. 

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Monday, September 09, 2013 1:15 PM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] Campaign Custom tabs

     

    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...)

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 9/6/2013 2:44:12 PM

    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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development 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!

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  • $organization

    Thanks for all the great ideas. 

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Monday, September 09, 2013 1:15 PM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] Campaign Custom tabs

     

    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...)

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 9/6/2013 2:44:12 PM

    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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development 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!

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