Dealing with Soft Credits and Cont. Total in Solicitations

This is great. 

Thanks for all the input.

Melissa

Thanks, Beth--that's a great tip! I will definitely have to play with that some more. Issues with the cont. total aside, being able to associate others to a Plan through steps will definitely come in handy.

Matthew - 

We are also anxiously awaiting v12 - as we are looking to attached all different sorts of contributions to a single plan.

I've done some work in the sandbox as well - and found a possible solution for seeing plans and credits in both your individual and foundation accounts (for example).

We've moved to a process where the solicitation (plan) sits on the account where we expect to get the money (lilke a foundation, for example). In v12, when you add in the individual as part of a step (using the Associate ID) - then the plan will suddenly appear in that individual's account as well. Think of it like a "soft plan" :)

Example: If you go into the sandbox, you can see that the real plan I created is on account #70359, but it shows in accounts #70328 and #70363. These were Associate IDs added to Steps in the Plan. Merely putting in a Relationship to the foundation, nor putting an Initiator on a gift attached to the Plan does NOT get the plan in their account.

So, in short, if you can start to track solicitations in the payee account in v11, then in v12 you can add in your creditee via a step, and then see the Plan from the creditee's account. (At least that was my finding in the sandbox...)

Beth

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 is great. 

Thanks for all the input.

Melissa

Thanks, Beth--that's a great tip! I will definitely have to play with that some more. Issues with the cont. total aside, being able to associate others to a Plan through steps will definitely come in handy.

Matthew - 

We are also anxiously awaiting v12 - as we are looking to attached all different sorts of contributions to a single plan.

I've done some work in the sandbox as well - and found a possible solution for seeing plans and credits in both your individual and foundation accounts (for example).

We've moved to a process where the solicitation (plan) sits on the account where we expect to get the money (lilke a foundation, for example). In v12, when you add in the individual as part of a step (using the Associate ID) - then the plan will suddenly appear in that individual's account as well. Think of it like a "soft plan" :)

Example: If you go into the sandbox, you can see that the real plan I created is on account #70359, but it shows in accounts #70328 and #70363. These were Associate IDs added to Steps in the Plan. Merely putting in a Relationship to the foundation, nor putting an Initiator on a gift attached to the Plan does NOT get the plan in their account.

So, in short, if you can start to track solicitations in the payee account in v11, then in v12 you can add in your creditee via a step, and then see the Plan from the creditee's account. (At least that was my finding in the sandbox...)

Beth

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!