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've almost completed the process of moving all of our Board membership data, back to the founding in 1963, into Tessitura, including (where possible) committee membership.
We're using a custom tab on the constituent record, tracking start and end dates, status, officership title, term end dt, etc., etc., and will definitely be (re)customizing various board reports to reflect this, since, as you describe, the Board membership lives on an Individual record while the contribution data tends to live on a Household.
The project is still in progress, but feel free to e-mail me offline for more details.