I have been trying to figure out if there is a way to pull a list that includes a constituent's activities under the history tab. I'm still very new to Tessitura, so I may be missing a very obvious step when creating a list. Any help is much appreciated!
Caitlin, if you’re looking to have a report of activities, you can use the Summary or Activity History report under the Development folder in Reports and Utilities. You would need to have security to see this folder (I can when logged in as Development but can’t when logged in under Ticketing, for example.)
If you’re wanting to include activity history as criteria in building a list, you can pull on Activity Date, Host, Status etc. Theses criteria live in the Activities folder in the List Manager criteria.
Hope this helps!
Kendra
Kendra L. Struthers
Individual Giving Manager
Donor Concierge
Cincinnati Playhouse in the Park
(513) 977-2024
www.cincyplay.com
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Caitlin Crombleholme Sent: Wednesday, July 31, 2013 4:58 PM To: Kendra Struthers Subject: [Tessitura Technical Forum] Activity History List
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