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 our Customer Facing staff (Call Center, Box Office, Front of House, etc):
- Membership Level/Expiration- Portfolio Manager (a Development staff person, calculated by looking at most recent plan of certain type)- 12Month Giving - this looks at a custom view to include certain types of credited gifts, and gifts from entities if the record is an individual with a certain affiliation type- Member Notes (brief description of benefits)- On Account $- Open CSI indicator- ADA icon, if order has ADA needs special request OR ADA CSI created by site- Construction Warning icon, if customer has open CSI of certain types- gold star icon, if customer has certain constituency
For our Development staff sees all of the above, plus:
- Entity Affiliation - the organization/corporation an individual is affiliated with. A string of names if the individual is affiliated with multiple organizations
Unknown said: For our Customer Facing staff (Call Center, Box Office, Front of House, etc): - Member Notes (brief description of benefits) For our Development staff sees all of the above, plus: - Entity Affiliation - the organization/corporation an individual is affiliated with. A string of names if the individual is affiliated with multiple organizations
- Member Notes (brief description of benefits)
Frances,
Are you displaying the Member Notes and Entity Affiliation directly on the constituent header or as a mouseover? Just curious because, thinking in terms of our own benefits and data, it would take a significant amount of space in our headers to display the same.
Thank you for sharing!
Hi Brian,
In terms of member notes, it's actually very brief so we are including it in the header. We have a lot of similarly named member programs - for instance three different types of members: Premium, Preview, and regular. Since some ticket access does depend on this , we didn't feel the 3-character description was enough and so we describe the member category in the header - that's what I mean by member notes. Let me know if I can describe further.
And we do list the entire entity affiliation, although this is a little more self-explanatory. Only caveat is we only list certain entity affiliation types - basically it only shows up if the constituent is an affiliate with type of Trustee - so the string isn't usually too long to show up.
happy to clarify further - let me know!