viewing a colleague's portfolio

You should be able to go to your colleague’s Tessitura record and, in the Plans tab, click on the portfolio radio button. Then you can filter by the various fields on the portfolio screen. Hope that’s helpful!

Gina Napolitano

Director, Individual Giving Administration

P: 212.415.5439  |  F: 212.415.5671  |  gnapolitano@92y.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicholas Denninger
Sent: Wednesday, October 4, 2017 2:50 PM
To: Gina Napolitano <GNapolitano@92y.org>
Subject: [Tessitura Development Forum] viewing a colleague's portfolio

Hello Tessiturans,

I just have a quick question. Is there any way for me to view a colleague's portfolio of constituents using my Tessitura account? A colleague would like me to do something they don't have time to do using their portfolio, and I just wanted to know if there was any way I could access it from my account (with their knowledge and permission, of course).

Thanks so much!

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!

You should be able to go to your colleague’s Tessitura record and, in the Plans tab, click on the portfolio radio button. Then you can filter by the various fields on the portfolio screen. Hope that’s helpful!

Gina Napolitano

Director, Individual Giving Administration

P: 212.415.5439  |  F: 212.415.5671  |  gnapolitano@92y.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicholas Denninger
Sent: Wednesday, October 4, 2017 2:50 PM
To: Gina Napolitano <GNapolitano@92y.org>
Subject: [Tessitura Development Forum] viewing a colleague's portfolio

Hello Tessiturans,

I just have a quick question. Is there any way for me to view a colleague's portfolio of constituents using my Tessitura account? A colleague would like me to do something they don't have time to do using their portfolio, and I just wanted to know if there was any way I could access it from my account (with their knowledge and permission, of course).

Thanks so much!

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!