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Donor Program Name listing and online acknowledgement

BenLee
$organization

Hi All,

Just wondering if anyone out there automatically updates their online donor acknowledgement page from the Names tab (Program Names radial button) in Tessitura and if it is indeed possible? 

We find it a really time consuming thing to do on a weekly basis to update names and trying to work smarter, not harder! 

Thanks in advance for any advice. 

Cheers,

Ben Lee

Philanthropy Executive

Melbourne Symphony Orchestra

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  • Former Member
    Former Member $organization

    Hi Ben

    We generate the online donor ack lists directly from the prognames data. But it needed a little bit of custom work in Tess, apart from the web dev work to actually display it - two local tables, set up as system tables, and a local proc, registered in the TR_LOCAL_PROCEDURE  table, so it's accessible through the API.

    [LTR_ACO_web_program], one row for each program,  holds a flag to say whether it displays on the web, and a couple of text fields, so that we can give them a friendly name

    [LTR_ACO_web_donation_level], holds the same three fields for donation levels, plus a display order.

    [dbo].[LWP_ACO_GET_DONOR_LIST](@program_name varchar(50)) takes a program name as input (or null to return all of them), and returns a list of the donor names for that Program..

    Happy to share the scripts, if you're interested..

    Ken

     

  • $organization in reply to Former Member

    Hi

    I know it's slightly off topic but does anyone have a way of pulling the programme name as a merge field? It would be really useful to put in thank you letters to confirm a donors listing.

    I feel we should know this but can't seem to find how it's done.

    Thanks

    Ros

  • $organization in reply to Ros Keeley

    I believe you're looking for the table TX_CUST_PROGRAM

  • Former Member
    Former Member $organization in reply to Ros Keeley

    Hi Ros,

    I presume you mean you'd like the acknowledgment letter report to output program names. As far as I know, you would need somebody to customize the report for you in order to do that.

    It is, however, relatively straightforward to output program names via a custom Output Set element. If that would be useful, there's a "Program Listing" recipe in the Output Set Builder Cookbook. Building a custom Output Set element is a much lower hurdle to clear than customizing a report in my experience, (more info on that in part 2 of this T-Cast.)

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  • Former Member
    Former Member $organization in reply to Ros Keeley

    Hi Ros,

    I presume you mean you'd like the acknowledgment letter report to output program names. As far as I know, you would need somebody to customize the report for you in order to do that.

    It is, however, relatively straightforward to output program names via a custom Output Set element. If that would be useful, there's a "Program Listing" recipe in the Output Set Builder Cookbook. Building a custom Output Set element is a much lower hurdle to clear than customizing a report in my experience, (more info on that in part 2 of this T-Cast.)

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