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.
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?
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