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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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  • Former Member
    Former Member $organization in reply to Marta Garczarczyk

    Awesome! Thanks for sharing. I may track you down in Orlando and pick your brain!

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