Activity History List

Former Member
Former Member $organization

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!

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  • Hi Caitlin

     

    Apart from creating a list like Beth suggested. If you want to output the actual Activity information, you could get your IT folks to set up some Output Set Elements. There are some examples that they could use or modify in the Output Set Builder Cookbook.

     

    Just remember that if you opt to select multiple activities for the Output Set Elements it can result in returning multiple rows in your list for constituents.

     

    http://www.tessituranetwork.com/network/Learning/Webinars%20Archive/Marketing/Intro%20to%20Output%20Set%20Builder%20for%20v11%20T-Cast.aspx

     

    Cheers

    Sandra

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Beth Gilliland
    Sent: Thursday, 1 August 2013 7:11 AM
    To: Sandra Ashby
    Subject: Re: [Tessitura Technical Forum] Activity History List

     

    In List Manager, when choosing your criteria, look for the folder on the left called "Activities". Inside of that you can see the range of criteria you have to choose from.

    You can also see that Activity criteria folder in the screenshot for Criteria Help in the documentation:

    http://www.tessituranetwork.com/Help_System/Content/Criteria%20Sets/Criteria.htm

    Hope that helps!

    Beth

    From: Caitlin Crombleholme <bounce-caitlincrombleholme1615@tessituranetwork.com>
    Sent: 7/31/2013 3:51:48 PM

    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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • Hi Caitlin

     

    Apart from creating a list like Beth suggested. If you want to output the actual Activity information, you could get your IT folks to set up some Output Set Elements. There are some examples that they could use or modify in the Output Set Builder Cookbook.

     

    Just remember that if you opt to select multiple activities for the Output Set Elements it can result in returning multiple rows in your list for constituents.

     

    http://www.tessituranetwork.com/network/Learning/Webinars%20Archive/Marketing/Intro%20to%20Output%20Set%20Builder%20for%20v11%20T-Cast.aspx

     

    Cheers

    Sandra

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Beth Gilliland
    Sent: Thursday, 1 August 2013 7:11 AM
    To: Sandra Ashby
    Subject: Re: [Tessitura Technical Forum] Activity History List

     

    In List Manager, when choosing your criteria, look for the folder on the left called "Activities". Inside of that you can see the range of criteria you have to choose from.

    You can also see that Activity criteria folder in the screenshot for Criteria Help in the documentation:

    http://www.tessituranetwork.com/Help_System/Content/Criteria%20Sets/Criteria.htm

    Hope that helps!

    Beth

    From: Caitlin Crombleholme <bounce-caitlincrombleholme1615@tessituranetwork.com>
    Sent: 7/31/2013 3:51:48 PM

    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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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