Hey everyone,
After the awesome Open Space Discussion (thanks Lily, Kerry, and Cassidy!) I had today about Acknowledgements I decided to jump in and try my hand at getting things set-up in our system. I believe that I have the hang of it when it comes to manually adding contributions into Tessitura, but I've run into a bit of an issue. We have a daily Contributions Utility Import that we'll be using and we already have a good amount of gifts uploaded into our system from that. However, I realized I don't know how to set up our acknowledgements, so that it'll automatically tag each gift we receive and allow me to pull the Print Acknowledgement Letters with those accounts/gifts in them when they're uploaded via the Utility Import.
My question to the group is, does anyone here do a regular import into Tessitura this way and if so, how did you make it so that each account gets marked with an acknowledgement letter? Or is there not a way to do that?
I'm a bit lost right now and would appreciate any guidance!
-Natalia