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