Has anyone imported information from Wealth Engine into Tessitura? What have you imported and where in Tessitura have you stored the information (P2G rating)? Did you use someone at Tessitura to do it for you?
Leah,
We did a wealth screening with Wealth Engine a few years back. Because the information was not entirely verified or in some cases at all accurate, we decided to only import the Capacity numbers - the 14 point rating and the actual capacity - $. We also decided to keep it separate in a custom tab (that also contained other solicitation information) so it wouldn't be confused with actual verifiable research. I also made sure to label it as information from a wealth screening and the date of the screening so future generations would know what they're looking at.
We did the import ourselves inhouse. We created a custom table and our own custom tab.
Dale
There's another thread on this topic here: http://www.tessituranetwork.com/COMMUNITY/forums/p/2881/9755.aspx
Enjoy!
We also do annual screenings from WealthEngine. We intend to replicate most of the information off of tables mapped into a custom screen but do to major changes to our system are putting that on hold.
We also would like to have the 5 year giving capacity ratings immediately visible to our Development officers. Our idea is to create constituencies for each defined range and then create a custom symbol for each that would be visible to those only in the development control group. This would allow Development easy updating of dynamic (verified/unverified) data with the Constituency report feature. Any thoughts on this? Has anyone else done anything similar?
Thanks in advance.