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!
Angela Fulcher (Past Member) said: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'
If you are able to construct a custom Header in InfoMaker, you can have a colored box or text, or animated graphic, or whatever, appear based on almost any criteria, e.g. we have an animated "$" graphic appear in our headers when the PLI rank is below a certain value.