WealthEngine - where to put data into Tessitura?

My organization is about to begin the process of doing a wealth screening of our constituents using WealthEngine. Does anyone have previous experience entering the results yielded from such a screening into Tessitura? If so, where did you place it for the most effective and easily accessible use of the data?

Thanks for any help.

Parents
  • Thank you! This information is very helpful.

     

    Best,

    Sarah

     

    ---

     

    Sarah Levine

    Development Coordinator

    WESTPORT COUNTRY PLAYHOUSE  

    25 Powers Court

    Westport, CT  06880

    203.227.5137 ext. 138 (office)

    203.221.7482 (fax)

    203.227.4177 (box office)

     

    www.westportplayhouse.org

    Find us on Facebook

    Follow us on Twitter

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Todd Lantry
    Sent: Tuesday, January 10, 2012 6:01 PM
    To: Sarah Levine
    Subject: Re: [Tessitura Next Generation Forum] WealthEngine - where to put data into Tessitura?

     

    Hi Sarah,

    There have been a couple of threads on this topic, and I recommend posting this in the Tessitura Development forum--you may get more response there than here in the Next Generation forum.

    Previous threads:

    http://www.tessituranetwork.com/COMMUNITY/forums/p/3398/11274.aspx#11274

    http://www.tessituranetwork.com/COMMUNITY/forums/p/2881/9743.aspx#9743

    Best,
    Todd

    Tessitura Network Webmaster 

    From: Sarah Levine <bounce-sarahlevine9735@tessituranetwork.com>
    Sent: 1/10/2012 2:08:36 PM

    My organization is about to begin the process of doing a wealth screening of our constituents using WealthEngine. Does anyone have previous experience entering the results yielded from such a screening into Tessitura? If so, where did you place it for the most effective and easily accessible use of the data?

    Thanks for any help.




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

Reply
  • Thank you! This information is very helpful.

     

    Best,

    Sarah

     

    ---

     

    Sarah Levine

    Development Coordinator

    WESTPORT COUNTRY PLAYHOUSE  

    25 Powers Court

    Westport, CT  06880

    203.227.5137 ext. 138 (office)

    203.221.7482 (fax)

    203.227.4177 (box office)

     

    www.westportplayhouse.org

    Find us on Facebook

    Follow us on Twitter

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Todd Lantry
    Sent: Tuesday, January 10, 2012 6:01 PM
    To: Sarah Levine
    Subject: Re: [Tessitura Next Generation Forum] WealthEngine - where to put data into Tessitura?

     

    Hi Sarah,

    There have been a couple of threads on this topic, and I recommend posting this in the Tessitura Development forum--you may get more response there than here in the Next Generation forum.

    Previous threads:

    http://www.tessituranetwork.com/COMMUNITY/forums/p/3398/11274.aspx#11274

    http://www.tessituranetwork.com/COMMUNITY/forums/p/2881/9743.aspx#9743

    Best,
    Todd

    Tessitura Network Webmaster 

    From: Sarah Levine <bounce-sarahlevine9735@tessituranetwork.com>
    Sent: 1/10/2012 2:08:36 PM

    My organization is about to begin the process of doing a wealth screening of our constituents using WealthEngine. Does anyone have previous experience entering the results yielded from such a screening into Tessitura? If so, where did you place it for the most effective and easily accessible use of the data?

    Thanks for any help.




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

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