We are in the process of putting more of our board information into Tessitura. Currently we have our board members affiliated to the organization, and use board types for Addresses and Emails. We are planning to use the Activities for Board meetings and Attributes for a few codes, but wondered how other organizations were using Tessitura to track board information. Does anyone use Tess in a unique way that is out of the box? And what about reporting? For organizations that have board information on the individual record but transactions on the household, has anyone tweaked the Constituent Profile report to show the Board record with Household transactions?
T.C.
We denote our board members using a constituency that lives on their individual record, though you can see the constituency on the household record in parentheses. We track attendence at board and committee meetings using Activities - these activities also live on the individual board members records. Former board members are tracked using an attribute.
For reporting, since all of our transactions remain on the Household level, we use a list of board member households to look at contributions and ticket information.
Jess Levy
San Francisco Opera