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?
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.