Examples of Custom Constituent Header Elements

Good morning all,

I'm curious if anyone here would be willing to share some examples of information they've added to a Custom Constituent Header in Tessitura.

I'm currently in the process of thinking through some changes to our headers, and I've already written code to display an icon when a constituent has a gift they've made in the last week, as well as a modification to the baked-in Urgent CSI code so that it will display the icon if the constituent has an open CSI that isn't urgent.

Since I'm looking at this, I'm just really interested to hear other examples so that we can tackle a comprehensive overhaul if it warrants.

Thank you,

Brian

Parents
  • Corporate team has an element that shows the name of the constituent that has an affiliation of "Primary Business Contact" (the name of the person at the company being displayed) and one that has "Primary NIDA Contact" to display the name of the person here that supervises the relationship.

    For our Education team (that handles school/holiday courses) a minion icon shows if we have the constituent DOB and they're a minor. 

     

Reply
  • Corporate team has an element that shows the name of the constituent that has an affiliation of "Primary Business Contact" (the name of the person at the company being displayed) and one that has "Primary NIDA Contact" to display the name of the person here that supervises the relationship.

    For our Education team (that handles school/holiday courses) a minion icon shows if we have the constituent DOB and they're a minor. 

     

Children
  • Unknown said:

    For our Education team (that handles school/holiday courses) a minion icon shows if we have the constituent DOB and they're a minor. 

    I love this (and will have to share with our Center for Dance Education staff)! We have a new customization which is going to allow us to capture date of birth information direct from our TNEW into a constituent record, so we'll have access to that information on a regular basis very soon.

    Even though we designate our students as Child Members of household records, this would be a nice visual reminder to be able to trigger.

    Thank you for sharing!

    Brian