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.
In your suppression segment, use your Board constituency criteria, which will find the individual board members. Then in the Advanced Relationship Options use the Add Groups tab to add in their households. The suppression segment will now include all the individual board members and their affliated household records.
The key with suppressions is that suppressing one member of a household does not automatically suppress any affiliated records. If you want a record to be suppressed you need to explicitly add that record to a suppression segment. Also keep in mind that you can’t count an individual’s data toward a household. In other words you can’t use a Board constituency on an individual to filter out an affiliated household using DOES NOT HAVE. If you want to use an individual’s data to find or filter out a household you need to first create a list of the households you don’t want (so in this example find all board members and swap with their households) then reference that suppressing list with DOES NOT HAVE in your final list.
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com