Tracking -Coding Trustees

At the Nashville Symphony, we track Board members using relationships where we set up a relationship for each term.  In addition to term beginning and end dates, we can also track offices and notes for that term.  Those relationships are related to a “Nashville Symphony” constituent.  We use a relationship type such as “Board Member” etc.  Relationships allow us to track multiple terms.

Additionally, we have set up a custom field “Campaign Division” where we code Board and Trustees.  That code automatically assigns a constituency so that everyone in the organization can immediately see the Board constituency when they view a constituent record.  This is double entry, but it works well for us.

Best,

Tony

Tony Exler
Director of Data Standards
Nashville Symphony
Schermerhorn Symphony Center
One Symphony Place
Nashville, TN 37201-2031
T 615.687.6535 F 615.687.6403
texler@nashvillesymphony.org
NashvilleSymphony.org

1.  We track Trustees as a constituency with start and end dates.  But we have Trustees that return following one or more years.  I cannot keep historic dates as Tessitura does not allow multiple entries for the same constituency.  How are others tracking their Trustees?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

At the Nashville Symphony, we track Board members using relationships where we set up a relationship for each term.  In addition to term beginning and end dates, we can also track offices and notes for that term.  Those relationships are related to a “Nashville Symphony” constituent.  We use a relationship type such as “Board Member” etc.  Relationships allow us to track multiple terms.

Additionally, we have set up a custom field “Campaign Division” where we code Board and Trustees.  That code automatically assigns a constituency so that everyone in the organization can immediately see the Board constituency when they view a constituent record.  This is double entry, but it works well for us.

Best,

Tony

Tony Exler
Director of Data Standards
Nashville Symphony
Schermerhorn Symphony Center
One Symphony Place
Nashville, TN 37201-2031
T 615.687.6535 F 615.687.6403
texler@nashvillesymphony.org
NashvilleSymphony.org

1.  We track Trustees as a constituency with start and end dates.  But we have Trustees that return following one or more years.  I cannot keep historic dates as Tessitura does not allow multiple entries for the same constituency.  How are others tracking their Trustees?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!