I had thought there was a front end way to add CSIs to a list of accounts, but now I'm not finding it.
I there such a report/utility?
thank you,
sharon,
cso
No, that utility does not exist. Perhaps you are thinking of the utilities that let you add attributes, constituencies, or activities to a list.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com
Hi, Sharon:
We have a report that allows us to add CSI’s for a list of constituents. It was created for us by Matt Cooper of JCA when he oversaw our installation.
Lucie
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