Looking for information from users who have been involved in the beta testing of the intigration of WealthEngine into Tessitura. With the intigration, we want to begin utilizing WealthEngine in the upcoming year, but before signing on, I just want to hear overall impressions for the beta testers. Some of the things I'm wondering about are how the export/batch processing/upload process works, Tessitura reporting abilities...any information testers can offer would be appreciated - thanks!
I don’t think we use the Access file that much. We are short-staffed and don’t have the time to do too much data validation.
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera
Thanks for sharing, Lucie. Our major gifts team went through several hours of training last year on how to use the Access database and sometimes I feel a little bad that none of us do. :)