Hi All!
I often am prospecting from an extensive list. It takes hours to find all of the names in Tess. Is there a faster way to do this? Someone mentioned using the constituent import utility months ago,, but I'm struggling with how to utilize this tool. Does anyone have more straightforward directions than the tess documents or an alternate way to do this?
I do prospect management for our organization using wealth screening software - iWave which connects fairly easily with Tessitura. I'm not sure if the way we do it is something you can try or if I can be of help but feel free to email me directly at mvoigt@sarasotaopera.org.