Tracking -Coding Trustees

Former Member
Former Member $organization

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?

 

Parents
  • Former Member
    Former Member $organization

    We use Constituency codes for the current year and an Attribute for the previous years where the Attribute = Board,  and the criteria = the fiscal year.

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Tuesday, September 06, 2016 4:47 PM
    To: Mark Frey
    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

     

    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!




    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!




    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!

Reply
  • Former Member
    Former Member $organization

    We use Constituency codes for the current year and an Attribute for the previous years where the Attribute = Board,  and the criteria = the fiscal year.

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney
    Sent: Tuesday, September 06, 2016 4:47 PM
    To: Mark Frey
    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

     

    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!




    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!




    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!

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