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?
Yes the Relationship is with your organization – or the Dept that manages Board relationships -- depending upon how you might want to organize things functionally.
Attributes are not there for tracking time (start/end date) but as a way to easily pull the Board Type --- Managing Director, Associate Director, Emeritus etc. This is info folks pulling list would want but it is also too much detail for those using constituency -- all the Call Center or Web needs to know is the person is a Board member –the Header info provides this.
Relationship record lets you record – the start/end, type of Board relationship and notes AND more recently tracking the salutation and address to be used.
From: Laura Chaney [mailto:bounce-laurachaney2031@tessituranetwork.com] Sent: Tuesday, September 06, 2016 4:45 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: RE: [Tessitura Development Forum] Tracking -Coding Trustees
Attributes does not allow start and end dates. What do you attach for relationship? Do you create a record just for your organization’s Trustees and connect to that record?
Laura
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley Sent: Tuesday, September 06, 2016 4:12 PM To: Laura Chaney Subject: RE: [Tessitura Development Forum] Tracking -Coding Trustees
Relationship records for history of dates and also Attributes.
From: Laura Chaney [mailto:bounce-laurachaney2031@tessituranetwork.com] Sent: Tuesday, September 06, 2016 3:56 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Development Forum] Tracking -Coding Trustees
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