The PSO is looking at using Blackbaud Analytix to conduct a wealth screening for us. We've had a great demo and wanted to know how other Tessitura organizations with Blackbaud are using the information. For instance, has anyone created a custom tab to include a lot of info from the screening, or just put some information in as an attribute. Which account does the information live, the household or the individual's? For those using Research Point, are there Tessitura attributes that you found useful to import into this module? Any initial thoughts about how V12 will impact/enhance/change the setup you have now or how you will use the Blackbaud information with Tessitura in the future? Insights anyone can offer, are appreciated.
Thanks.
T.C.
We recently conducted a screening at SCFTA. We've been using ResearchPoint for a while and found, after the screening, that it was helpful to swap the ResearchPoint constituent IDs with Tess IDs. We imported donation frequency, major gift likelihood, planned gift likelihood, target gift range, velocity rating, and an age append as household attributes so that we can have access to those for lists within Tess. I hope that's helpful - please feel free to be in contact if you have other questions.Best regards,Cody