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
For everyone we display:
- Phonetic names
- next perf
- rank
- VIP status
- Bad address CSI Icon
For Dev
-12 Month Giving - all contributions in 12 months
- Current FY IND/BRD gift - total gifts
- Last FY IND/BRD gift - total gifts
- Refused benefits for membership
For Ticketing/Data Team
- On Account $
- Verify phone and email icons
Unknown said: For everyone we display: - Phonetic names
Cool idea! Wish we had room for it on our headers. :-)
I love this! How does it work? Do you have a custom field where somebody is entering the phonetics for each name and then the header grabs from there? What does it do on the household level?
I created a salutation type for phonetic pronunciation on my instance. It certainly could be stored other ways.
We created an alias type called Phonetic, which anyone can enter, and then we created a custom flex header element that picks it up and displays it on the header. It displays on whatever record it's added to, so if added on the HH it only shows up on the HH. If added to the Ind, it only shows on the Ind. Since we transact everything on the HH it hasn't really been an issue. We use it mainly for last names, but it will work for first names too.