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Custom screen for wealth screening data?

Former Member
Former Member $organization

Hi all,

Has anybody built a custom screen in Tessitura for storing results from a wealth screening, and would you be willing to share (screenshots or otherwise) what you've done? We recently did a screening through DonorSearch and are considering what the best route might be for integrating the data back into Tessitura. Any tips are appreciated!

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  • $organization
    Matthew, 
    We do! We've done multiple screenings and we list them all in the same place in the custom screen under a unique radio dial. We'll also have the criteria added to list builder so we can pull on the information as well. I've attached a screenshot below that shows it. Let me know if you have any other questions. 

    Thanks!
    Marta
     
    Inline image 1

    On Thu, Jul 16, 2015 at 2:50 PM, Matthew Echert <bounce-matthewechert5584@tessituranetwork.com> wrote:

    Hi all,

    Has anybody built a custom screen in Tessitura for storing results from a wealth screening, and would you be willing to share (screenshots or otherwise) what you've done? We recently did a screening through DonorSearch and are considering what the best route might be for integrating the data back into Tessitura. Any tips are appreciated!



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    View this message online at http://www.tessituranetwork.com/Community/forums/p/14012/43219.aspx#43219 or reply to this message



    This transmission may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is strictly prohibited. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format.
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  • $organization
    Matthew, 
    We do! We've done multiple screenings and we list them all in the same place in the custom screen under a unique radio dial. We'll also have the criteria added to list builder so we can pull on the information as well. I've attached a screenshot below that shows it. Let me know if you have any other questions. 

    Thanks!
    Marta
     
    Inline image 1

    On Thu, Jul 16, 2015 at 2:50 PM, Matthew Echert <bounce-matthewechert5584@tessituranetwork.com> wrote:

    Hi all,

    Has anybody built a custom screen in Tessitura for storing results from a wealth screening, and would you be willing to share (screenshots or otherwise) what you've done? We recently did a screening through DonorSearch and are considering what the best route might be for integrating the data back into Tessitura. Any tips are appreciated!



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/14012/43219.aspx#43219 or reply to this message



    This transmission may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is strictly prohibited. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format.
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