Hello,
I just ran the program name list report. I have just learned that this report does not pull preferred/program names attached to accounts that only have soft credits. Does nayone have a work around or a custom report so that I can pull anyone that has a program name that fits my criteria?
Our solution is to add the recognition name for the playbill on the Program Names radio button in the hard credit (legal donor) record. When you save the list to Excel, you can copy/paste to Word and convert tables to text, then adjust all alphabetization in Word. It works well for us.
Norma H. Burandt, CFRE
Development Assistant
Virginia Arts Festival
440 Bank Street, Norfolk, VA 23510
P: 757-282-2814 F: 757-282-2787
nburandt@vafest.org
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of James Weil Sent: Thursday, August 31, 2017 4:00 PM To: Norma Hoster-Burandt Subject: Re: [Tessitura Development Forum] Soft Credit through Program List
Hi all,
I thought I would throw my solution out there in case anyone else has this problem. This will only work if you are using a list when running the Program List Listing report. All I did was create a new constituency, "UT Soft Credit" in this case, and I added that constituency with an appropriate expiration date. Then in my list donor list criteria I just added a Constituency "in" UT Soft Credit in the OR box. Works perfectly.
James
From: Michael Conway <bounce-michaelconway2607@tessituranetwork.com> Sent: 8/31/2009 5:22:50 PM
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