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Tessitura Training: Constituents Part 1

Tessitura Training: Constituents Part 1. Please answer the wall question and log in to Test June 1, 2017 - Week 2. Constituent Proficiency Check. What’s a Constituent? Searching Powers Adding Powers Merging & Conversion Powers Expert: everything!. What’s a Constituent?.

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Tessitura Training: Constituents Part 1

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  1. Tessitura Training: Constituents Part 1 • Please answer the wall question and log in to Test • June 1, 2017 - Week 2

  2. Constituent Proficiency Check • What’s a Constituent? • Searching Powers • Adding Powers • Merging & Conversion Powers • Expert: everything!

  3. What’s a Constituent? • Constituents: donors and customers are called in Tessitura

  4. Patrons Donors Members Customers Subscribers Supporters Subscribers Supporters

  5. Constituent Types • Individual constituent records are used to create records for individual people. • Household Group of individuals who share a household. The individuals in the household all have individual constituent records, to hold personal data, that are linked to the household record, which holds data shared by members of the household. • Organization Non-household groups such as corporations, foundations, and schools. (Individuals who are part of an organization have individual records linked with affiliations to the organization record).

  6. Let’s Search. • Log In to Test

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