Donation Premiums

Here are my $0.02.

On the Constituent History Tab  There is a Premium Radio Button.

With sufficient privileges, on this screen you can add a premium.  However, if it changes a total deductibles value of a contribution, you may want to do this kind of thing from a contribution screen and make sure that you re-issue acknowledgements.

Here is the documentation on this screen

http://www.tessituranetwork.com/Help_System/Content/Contribution%20Acks%20and%20Premiums/Premium%20Records.htm

If you do not have access to this screen the person in your organization with security module access will have to be contacted about access.

--Tom

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jeanne Thompson
Sent: Friday, January 17, 2014 5:37 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] Donation Premiums

Hi all,

We have created a donation premium and associated it with an appeal. On gift entry we are able to add the premium, and I've created a list to pull everyone who has the premium on their account.  My question is two-fold:

1) Where on the patron's record can I see the premium (what tab or screen)?

2) If it was missed on gift entry, is it possible to add the premium after the fact? If so, how?

Thanks!

Jeanne Thompson
Membership Manager
The 5th Ave Theatre, Seattle

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!

Here are my $0.02.

On the Constituent History Tab  There is a Premium Radio Button.

With sufficient privileges, on this screen you can add a premium.  However, if it changes a total deductibles value of a contribution, you may want to do this kind of thing from a contribution screen and make sure that you re-issue acknowledgements.

Here is the documentation on this screen

http://www.tessituranetwork.com/Help_System/Content/Contribution%20Acks%20and%20Premiums/Premium%20Records.htm

If you do not have access to this screen the person in your organization with security module access will have to be contacted about access.

--Tom

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jeanne Thompson
Sent: Friday, January 17, 2014 5:37 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] Donation Premiums

Hi all,

We have created a donation premium and associated it with an appeal. On gift entry we are able to add the premium, and I've created a list to pull everyone who has the premium on their account.  My question is two-fold:

1) Where on the patron's record can I see the premium (what tab or screen)?

2) If it was missed on gift entry, is it possible to add the premium after the fact? If so, how?

Thanks!

Jeanne Thompson
Membership Manager
The 5th Ave Theatre, Seattle

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!