Constituent Records
Tessitura’s fully-integrated system allows you to see a patron’s entire history with your organization in one streamlined Constituent record.
- Search for records by Constituent ID#, name, postal code, order number, credit card number, gift certificate number, phone number or any user-defined attribute
- Configurable Constituent Record Header shows relevant summary information and is displayed throughout your navigation of the system
- Create household accounts to easily group family members together
- Create organization accounts to affiliate individuals with workplaces or other institutions such as schools, Foundations or groups
- Easily access a Constituent’s complete history with your organization including contacts, transactions, memberships, special offers, solicitations and event attendance
- Store multiple postal, e-mail and social networking addresses with contact types, and assign specific mail purposes and date ranges to each address
- Create unlimited user-defined demographic data fields to assist in analysis and targeted marketing
- Constituents’ interests can be automatically captured based on purchase history, by operator entry or from website surveys
- Store research information for fundraising prospects including gifts to other organizations, assets, educational background and user-defined notes
Customer Service
- Record every “touch” with a customer to ensure appropriate communications
- Create Customer Service issues, searchable by date range, type, contact method, category and origin
- Categorize and report on Constituent contacts on an ad hoc or scheduled basis
- Future actions based on Constituent interactions can be assigned to staff and followed-up appropriately
