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Membership Histroy v.11 - less detail at a glance

Leslie McKinley
$organization

Just wondering how folks are adjusting to the new Membership History display.   I've been told that most folks see the limited display as an enhancement   -- not have the current membership level code (even in detail) and only the level description is preferred. 

As someone who does a lot of troubleshooting and explaining of the history records, the new display does not let me know at a glance if someone has declined benefits -- and while I can drill down on the current membership - the only way to determine historical activity is to drill down in multiple memberships.  (true too for magazine issues tracking).  

Benefit holders or gift membership also cannot be determined at glance either.

We also have a patron level with the same description but actually has 2 coding levels to allow for extra benefits at the higher giving.    This is a retraining issue to have folk look at amount.

While I most likely will put in an  enhancement request to ask for a way to expand the records  -- are any other sites seeing a need for this as well? 

 

  • $organization

    I, too, was disappointed in the new Membership History display – and the new Solicitations display.  I would like to be able to easily see more detail on both: Recognition amounts, NRR status, the Declined Benefits box at a minimum in Membership History, and the Ask and Recorded amounts in Solicitations.

     

    The new displays are definitely not an enhancement in my opinion.

     

    Kendra

     

    Kendra L. Struthers

    Individual Giving Manager

    Donor Concierge

    Cincinnati Playhouse in the Park

    (513) 977-2024

    www.cincyplay.com

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley
    Sent: Thursday, October 18, 2012 10:10 AM
    To: Kendra Struthers
    Subject: [Tessitura Development Forum] Membership Histroy v.11 - less detail at a glance

     

    Just wondering how folks are adjusting to the new Membership History display.   I've been told that most folks see the limited display as an enhancement   -- not have the current membership level code (even in detail) and only the level description is preferred. 

    As someone who does a lot of troubleshooting and explaining of the history records, the new display does not let me know at a glance if someone has declined benefits -- and while I can drill down on the current membership - the only way to determine historical activity is to drill down in multiple memberships.  (true too for magazine issues tracking).  

    Benefit holders or gift membership also cannot be determined at glance either.

    We also have a patron level with the same description but actually has 2 coding levels to allow for extra benefits at the higher giving.    This is a retraining issue to have folk look at amount.

    While I most likely will put in an  enhancement request to ask for a way to expand the records  -- are any other sites seeing a need for this as well? 

     




    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!

  • $organization

    Thanks I’m feeling a little better given the responses.   The note field is bigger in the record in v.11 and it is really the only part of the record that would need a drill down for more detail. 

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kendra Struthers
    Sent: Thursday, October 18, 2012 10:44 AM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] Membership Histroy v.11 - less detail at a glance

     

    I, too, was disappointed in the new Membership History display – and the new Solicitations display.  I would like to be able to easily see more detail on both: Recognition amounts, NRR status, the Declined Benefits box at a minimum in Membership History, and the Ask and Recorded amounts in Solicitations.

     

    The new displays are definitely not an enhancement in my opinion.

     

    Kendra

     

    Kendra L. Struthers

    Individual Giving Manager

    Donor Concierge

    Cincinnati Playhouse in the Park

    (513) 977-2024

    www.cincyplay.com

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley
    Sent: Thursday, October 18, 2012 10:10 AM
    To: Kendra Struthers
    Subject: [Tessitura Development Forum] Membership Histroy v.11 - less detail at a glance

     

    Just wondering how folks are adjusting to the new Membership History display.   I've been told that most folks see the limited display as an enhancement   -- not have the current membership level code (even in detail) and only the level description is preferred. 

    As someone who does a lot of troubleshooting and explaining of the history records, the new display does not let me know at a glance if someone has declined benefits -- and while I can drill down on the current membership - the only way to determine historical activity is to drill down in multiple memberships.  (true too for magazine issues tracking).  

    Benefit holders or gift membership also cannot be determined at glance either.

    We also have a patron level with the same description but actually has 2 coding levels to allow for extra benefits at the higher giving.    This is a retraining issue to have folk look at amount.

    While I most likely will put in an  enhancement request to ask for a way to expand the records  -- are any other sites seeing a need for this as well? 

     




    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!




    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!

  • $organization in reply to Kendra Struthers

    I see a need also for expansion in the research notes. I was disappointed that version 11 takes away detail in the research tab's notes section. We use this frequently, especially in development, and now only the first few words are displayed. Even when you hover over the section and a bubble pops up with more of the notes, it still doesn't show all of the notes. (You have to click to access fully.) I can no longer read them at a glance and hope version 12 provides more viewing of the notes.

    Alaina Smith, Development Coordinator, Broadway Rose Theatre Co.

  • $organization in reply to Alaina Smith

    Thanks all for the feedback, as always and we’d love to hear more.

    Best,

    Anna