Hi there,
We are at the beginning stages of configuring Tessitura and are weighing the option of tracking committees using records (committee record and affiliating committee members to that record) or doing a customization. I'm reaching out to see if anyone out there has any thoughts on pros/cons one way or another and also, if anyone has any customizations they have done to share.
Thanks so much!
Hi Susie -
Welcome to the community! As you'll find in Tessitura, there's always a couple of ways of doing something and deciding which way to go is often a matter of how you want to see and use things in your business.
We track committee membership by relationship to an internal account - and there are pros and cons to that. The pros, for us, are - ease of seeing who is on a committee simply by going to the committee account, being able to easily see all the committees one person is on (or has been on) in one place in Tessitura, the ability to use start/end dates to indicate time on a committee, being able to do multiple affiliations to a committee as people rotate on and off again, having a note area where we can jot down memorable things about that person's time on the committee, being able to note a title (president, secretary, etc), and the fact that we *didn't* have to customize.
The downsides - upkeep can be time consuming, especially if you have a *lot* of committees. Keeping the records clean and up to date does take a lot conscious effort and dedicated time of staff. It can result in a lot of clutter on the relationships tab - we tried to mitigate that a little by creating a new Relationship Category of 'Board Internal' which at least groups them all together and makes it easier to sort out when you are glancing at the screen. Did I mention upkeep? :D
Good luck in your set up!
HTH,
Heather