Wondering what types of custom data sites are using in their Plans. Specifically if any sites are using "calculated" fields like Lifetime Giving, Last Gift or Next Performance. We are thinking of adding such data - with plan to generate data in an overnight procedures.
Anyone doing this? Thought?
Thanks
We primarily use the custom data on Plans to hold additional fields related to our grant process (proposal title, lead organization, subcontracts, grant maker program, indirect ask/funded amounts, and overall ask/funded amounts). We have a separate custom table and screen for nightly summaries of gift information by constituent. The summaries were a feature of our legacy system that we wanted to replicate in Tessitura so we could accurately reflect credits in our lifetime and fiscal year totals. The FY totals are for current and last 3 years and we break that out between grand total new gifts and pledges, total payments, and total unrestricted Annual Fund. We have first/latest/largest gift dates and amounts that will sum gifts/pledges with multiple allocations as long as they have the same contribution date. The table also holds outstanding pledge balance and total raised for the people who participate in our peer-to-peer fundraising events.
We recently learned about custom portfolio elements from a Tessitura consultant and are creating custom elements for gift information that can added to the portfolio screen.
Angela