I have a question in regards to prospects and the Constituent Import.
Are you currently using this function in Tessitura? If so what has your experience been with it? My concern is that there is no way to back out this import if there is an error takes place. Eventhough there is a validation report.
We use it a lot - and have no problem with it at all.
We make sure that whoever wants the import to happen fills in the data in an Excel Spreadsheet that we send them that has all the columns in the correct order. We then do a visual check of the data - just to spot any glaring errors.
We will then always run the procedure in Review in our Test system first to check the data. We will sometimes also run the import fully in Test so we can check the data there (especially if there are a large number of records that are being imported).
Caryl