Solicitations View

Our staff is not very happy about the new view in the Solicitations screen.  In v10, one look at solicitations and you could see ask amounts, goal amounts, notes, etc.  Now you have no choice but to drill into the solicitation.  Has anyone tackled this and found a solution?  Have any of you used a custom screen to customize your own view of solicitations?

Thanks,

Chandra



[edited by: Chandra Asken at 4:50 PM (GMT -6) on 17 Jun 2013]
  • Our staff had its discomfort too – but more so with the membership history record.   In regard to Solicitations-the issue may be best addressed for v.12 when Solicitations become Plans.   Before trying to do custom in v.11, I’d take a look at what v.12 will bring.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Monday, June 17, 2013 5:58 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Solicitations View

     

    Our staff is not very happy about the new view in the Solicitations screen.  In v10, one look at solicitations and you could see ask amounts, coals amounts, notes, etc.  Now you have no choice but to drill into the solicitation.  Has anyone tackled this and found a solution?  Have any of you used a custom screen to customize your own view of solicitations?

    Thanks,

    Chandra




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