Lead sheets for AMS telemarketing

I need to pull data into an Excel spreadsheet for AMS to create telemarketing lead sheets from, preferably by lead hierarchy from Extractions that I created.

I can pull the Constituent Data such as name, address, phone, email, etc.. by creating lists from the Extractions and I get the output that I need.

I'm having trouble with the Ticket and Subscription history part of it. I need to pull all history for the past 5 years for each Constituent,  and combine it with the Constituent Data and somehow separate it by this hierarchy.

Is there any report that will pull the constituent data AND ticket/sub history by list??

This is my first year with Tessitura, and we have no custom reports because we do not have info maker on our server.

Any suggestions would be greatly appreciated.

Parents
  • Former Member
    Former Member $organization

    Hi Dennis,

    Pulling data for Telemarketing vendors like AMS and SD&A is not as simple as one might expect.  I've had some experience with this, and I'd be happy to discuss it with you in detail.

    Give me a call or send me an email with a good time to call you.

    Best regards,

    Roger

     

    Roger A. Boltz

    Technical Consultant

    Tessitura Network

     888-643-5778 x 356 Toll Free

     214-427-5400            Direct Office

    RBoltz@TessituraNetwork.com

     

Reply
  • Former Member
    Former Member $organization

    Hi Dennis,

    Pulling data for Telemarketing vendors like AMS and SD&A is not as simple as one might expect.  I've had some experience with this, and I'd be happy to discuss it with you in detail.

    Give me a call or send me an email with a good time to call you.

    Best regards,

    Roger

     

    Roger A. Boltz

    Technical Consultant

    Tessitura Network

     888-643-5778 x 356 Toll Free

     214-427-5400            Direct Office

    RBoltz@TessituraNetwork.com

     

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