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Tessitura Training: Understanding Constituents in Tessitura Software

Learn about constituents in Tessitura software, including donors, members, customers, and more. Explore individual and household records, searching, adding, merging powers, and constituent types. Improve your proficiency today!

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Tessitura Training: Understanding Constituents in Tessitura Software

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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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