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Plan Tasks/Reminders Question

Marie Kocher
$organization

Looking for some suggestions/solutions quickly.

A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

 

Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?

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  • $organization

    We did determine that she had not been set up in Security on the back end. I apologize for the lack of follow-up when that was discovered.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Adriance
    Sent: Monday, August 25, 2014 11:08 AM
    To: Marie Kocher
    Subject: Re: [Tessitura Development Forum] Plan Tasks/Reminders Question

     

    Hi, 

    One of our gift officers was having the same issue. There is a spot in the security module to add her customer_no as her worker customer_no. Once you set her up correctly in the back end, she'll probably need to log off and log back in. 

    Hope this helps! 

     

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 8/18/2014 11:58:19 AM

    Looking for some suggestions/solutions quickly.

    A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

    The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

    Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

    The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

     

    Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?




    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!

Reply
  • $organization

    We did determine that she had not been set up in Security on the back end. I apologize for the lack of follow-up when that was discovered.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Adriance
    Sent: Monday, August 25, 2014 11:08 AM
    To: Marie Kocher
    Subject: Re: [Tessitura Development Forum] Plan Tasks/Reminders Question

     

    Hi, 

    One of our gift officers was having the same issue. There is a spot in the security module to add her customer_no as her worker customer_no. Once you set her up correctly in the back end, she'll probably need to log off and log back in. 

    Hope this helps! 

     

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 8/18/2014 11:58:19 AM

    Looking for some suggestions/solutions quickly.

    A coworker and I were adding notes to a Plan within a donor’s record. We updated the Status and then added a Task to the plan with 7 warn days and to be completed on 8/25/14. This task/reminder however, did not appear on her list of reminders. 

    The plan was created by me on 7/2/14. The task was created today 8/18/14 by my coworker. She is listed as the Solicitor/Primary Worker on the Plan.

    Today, 8/18/14, as a test, I created a Plan for myself and added a task with no workers. That task appeared on my list of reminders.

    The only thing I can think to do is to recreate the Plan and then add the task. However, we would like to not have to do this each time. We have LOTS of plans, as I am sure, many of you do as well.

     

    Does anyone know what is causing the disconnect from adding a task to a plan and it not appearing on the reminders?




    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!

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