matching gift creditees

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

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!

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

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!