Hello,
As a consistent user of Tessitura, my team and I were wondering if we input information into the Research > Notes section, are there any reports we can utilize to pull information from there in bulk or individually.
Please let me know if this is a possibility.
Thank you!
Individually or from a List - the Constituent Profile Report in the Dev menu is great and pulls Notes and Research as options.
Added bonus is that you can run it off Tessitura on the Go - so is a really useful for the Development Team at an event.
We also have a report for Special Activities, that adds a specific note type, constituent photo and Special Activity info to a table for a easy quick view of who are at your function which saves your board, exec and dev team lots of time and effort