Happy Tuesday!
I'm wondering if anyone has any examples or ideas of ways to visually cue Tess users that a constituent record (household or individual) is a 'top account' - whether that be in purchases, donations, etc.
Thanks!
Can you build a Tessitura List to find these folks?
If so you can use the Tessitura Manage Constituency Utility / Report.
Create the List as a Dynamic List. (It updates every time it is used.) Schedule the Report to use the list to put a special constituency on each of your "Top Accounts" in Tessitura. This will show a constituency code that your Tess Users can use as their cue.
My $0.02.
I agree with Tom! We do something a bit like that here. We created a list, applied an attribute, and then have that attribute show in the constituent header (and quicksale header) so that our ticketing agents know, at a glace, who is a 'top' account.
Thanks - not quite what I need. I'm looking for a visual cue so that when a Tess user accesses the individual or household constituent record they have a quick 'a-ha!' and recognize the constituent as a VIP. Perhaps for our CSRs or our development associates who may not have the relationship.
When was the "Manage Constituency Utility" added? I could swear that I looked for one a couple of years ago and did not find one. Any chance this is new-ish? Or am I just blind?
Thanks. Trying to avoid a constituency or an attribute. Another department in my org uses many attributes, so I try to stray from attributes. Not all departments maintain their constituencies, so an icon or a color would be clutch.
This is what the constituent header looks like, perhaps the visual is helpful! On the right, we wanted our staff to quickly know who has been a 5-year member (from the time we opened until now), so we added the 'Yes! 5-YR Inaugural MBR' to make this clear. It shows up right in the header, so super fast flag (even for those who don't know 'where' to look).
Got it! just saw this reply after I replied on the other comment haha!
I am thinking that, you could add an Icon into the header, but you would still have to instruct Tessitura somehow to know when to show the icon or not (I think the ''easiest" way to really do this is through an Attribute or Constituency, but I might be totally wrong). Looking forward to seeing what others might have to say :)
Smart! I'll add this to the idea list. Thanks!
the "Manage Constituency Utility" (can i call it MCU and not get sued?) is on speed dial for me. I use it on dynamic lists to segment my database overnight into New/Returning Subs/Single Ticket Buyers etc. It makes pulling lists for marketing or segmenting for analytics easy. I'd be lost without it
John A. Moskal II You are amazing. I'd have to say this might be one of your few blind spots. I feel like it's been there since at least 2013 and likely for quite a while before then. It very similar to the Manage Attribute Report. (Which is also very useful.)
Thank you Tom for that compliment! I certainly try to maintain current knowledge. But I will admit to more than a few blind spots (in Tessitura and especially in life). Either way though, I shall find this to be IMMENSELY useful, so thank you for this.
And I have no problem confirming that you, too, are amazing!