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!
We associate our Board of Directors account to our Company account. Members of the board are affiliated to the Board of Directors account with start and end dates and titles to indicate their board position (if they have one). We use a special type of affiliation—FGO BOD Member—to make the relationship really, really clear. We inactivate relationships when they end.
Any accounts whose giving should be considered when assessing a board member’s financial contributions are affiliated or associated to the board member via an “FGO BOD Credit” affiliation or an “FGO BOD Credit Donor/FGO BOD Credit Recipient” association.
Having an active FGO BOD Member affiliation to our Board of Directors account creates a constituency of BOD. We track meeting attendance via the Activities screen. The BOD Credit accounts get a constituency of “bod.”
The only real customizations here are the scheduled job that updates constituencies based on active relationships and a custom report that pulls in four years of donor history, meeting attendance records, event attendance, two years of ticket history and in-kind giving, and a specific note type.
I like using standard Tessitura elements, wherever possible, to track standard behaviors. There’s a lot of flexibility, and upgrading the system and merging duplicate records are both easier.
Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera