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matching gift creditees

Jesse Calagna
$organization

When I enter Matching Gifts, I have noticed that in the Companies' record it says the constituent is the creditees but when looking in the constituents record it says they are the creditees.  Am I doing something wrong or is there not a way to get the creditee to be the matching gift company displayed in the constituents record?

  • $organization

    Hi Jesse,

     

    Not certain where you are looking, but I’m guessing that it might be the relationship tab that you are referring to.   In V10, Associations would show Employer/Employee, Creditor/Creditee, etc.  depending on which account you were in.  However, in V11, we have discovered that Affiliations only show one portion of this.  So whatever you pick, will only show that entry in both.  For our organization we have changed to just a generic Employed Affiliation so that it will be consistent and there won’t be 2 Affiliations being used.  (Someone else might be able to explain the details of why that happens better.)

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 9:51 AM
    To: TC Brown
    Subject: [Tessitura Development Forum] matching gift creditees

     

    When I enter Matching Gifts, I have noticed that in the Companies' record it says the constituent is the creditees but when looking in the constituents record it says they are the creditees.  Am I doing something wrong or is there not a way to get the creditee to be the matching gift company displayed in the constituents record?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to T.C. Brown

    I was looking in the Contributions tab in the record and when i would open the matching gift under the creditees tab

  • $organization

    That is the Creditee tab, so the creditee, in the case for the matching gift, will always be the same constituent.  In the contributions tab (before opening any gift for the drill down) you can scroll over to the right to view the Creditor Name field and the credited amount.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 10:36 AM
    To: TC Brown
    Subject: RE: [Tessitura Development Forum] matching gift creditees

     

    I was looking in the Contributions tab in the record and when i would open the matching gift under the creditees tab

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 9/13/2013 9:01:11 AM

    Hi Jesse,

     

    Not certain where you are looking, but I’m guessing that it might be the relationship tab that you are referring to.   In V10, Associations would show Employer/Employee, Creditor/Creditee, etc.  depending on which account you were in.  However, in V11, we have discovered that Affiliations only show one portion of this.  So whatever you pick, will only show that entry in both.  For our organization we have changed to just a generic Employed Affiliation so that it will be consistent and there won’t be 2 Affiliations being used.  (Someone else might be able to explain the details of why that happens better.)

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 9:51 AM
    To: TC Brown
    Subject: [Tessitura Development Forum] matching gift creditees

     

    When I enter Matching Gifts, I have noticed that in the Companies' record it says the constituent is the creditees but when looking in the constituents record it says they are the creditees.  Am I doing something wrong or is there not a way to get the creditee to be the matching gift company displayed in the constituents record?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    The tab can only say one thing it is not reciprocal.  So whether you are in the Company record or the actual creditee record the tab will say the same thing.

     

    When in the creditee record this does not make sense BUT there is other info – the soft credit line is shaded differently and if you pull the  gray bar over to the right on the soft credit line you will see the Creditor Name (in this case the Matching Gift Company name). 

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 10:40 AM
    To: McKinley, Leslie
    Subject: RE: [Tessitura Development Forum] matching gift creditees

     

    I was looking in the Contributions tab in the record and when i would open the matching gift under the creditees tab

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 9/13/2013 9:01:11 AM

    Hi Jesse,

     

    Not certain where you are looking, but I’m guessing that it might be the relationship tab that you are referring to.   In V10, Associations would show Employer/Employee, Creditor/Creditee, etc.  depending on which account you were in.  However, in V11, we have discovered that Affiliations only show one portion of this.  So whatever you pick, will only show that entry in both.  For our organization we have changed to just a generic Employed Affiliation so that it will be consistent and there won’t be 2 Affiliations being used.  (Someone else might be able to explain the details of why that happens better.)

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 9:51 AM
    To: TC Brown
    Subject: [Tessitura Development Forum] matching gift creditees

     

    When I enter Matching Gifts, I have noticed that in the Companies' record it says the constituent is the creditees but when looking in the constituents record it says they are the creditees.  Am I doing something wrong or is there not a way to get the creditee to be the matching gift company displayed in the constituents record?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization

    The matching gift company’s name is displayed in the constituent’s record.  When you are in Contributions, don’t double click on the transaction; simply slide the horizontal bar at the bottom of the screen to view the Creditor Name (matching gift company) on the far right portion of the screen in the individual’s record.

     

    Brenda

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 9:39 AM
    To: bmurphy@smm.org
    Subject: RE: [Tessitura Development Forum] matching gift creditees

     

    I was looking in the Contributions tab in the record and when i would open the matching gift under the creditees tab

    From: T.C. Brown <bounce-tcbrown4438@tessituranetwork.com>
    Sent: 9/13/2013 9:01:11 AM

    Hi Jesse,

     

    Not certain where you are looking, but I’m guessing that it might be the relationship tab that you are referring to.   In V10, Associations would show Employer/Employee, Creditor/Creditee, etc.  depending on which account you were in.  However, in V11, we have discovered that Affiliations only show one portion of this.  So whatever you pick, will only show that entry in both.  For our organization we have changed to just a generic Employed Affiliation so that it will be consistent and there won’t be 2 Affiliations being used.  (Someone else might be able to explain the details of why that happens better.)

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jesse Calagna
    Sent: Friday, September 13, 2013 9:51 AM
    To: TC Brown
    Subject: [Tessitura Development Forum] matching gift creditees

     

    When I enter Matching Gifts, I have noticed that in the Companies' record it says the constituent is the creditees but when looking in the constituents record it says they are the creditees.  Am I doing something wrong or is there not a way to get the creditee to be the matching gift company displayed in the constituents record?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!