Lock Box at Bank for Donations

Hi there,

We are very new to Tessitura (live with our development and marketing departments last month) and we are using a lockbox service for general membership renewals along with the contribution important utility.

The import set up, mainly the XML format file (template is the library), took a while to get right but works just fine. The only problematic behavior is that the transaction date of all contributions in your import defaults to whatever gift date is in your lockbox file.

The gift processor can go into each gift prior to closing the imported batch to adjust the transaction date but this obviously isn't ideal and isn't the way I expect this utility to work.

Please feel free to reach out with any specific questions.

[http://www.sfmoma.org/images/email/OTG-logo_Vector-120px.jpg]

Susie Terada
Associate Director, Donor Information Services





415.357.4133
sterada@SFMOMA.org
www.sfmoma.org


This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

On Aug 27, 2014, at 3:32 PM, "Marie Kocher" > wrote:

We have a lockbox for our guild auxiliary, but we have NOT used the contribution import utility. We should look into that. Could you let me know if you receive helpful information?

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 Darcy Brill
Sent: Wednesday, August 27, 2014 4:33 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Lock Box at Bank for Donations


We are exploring the use of a Lock Box at our bank for our membership renewals. Has anyone used this service and did you use the contribution import utility? If so, how did it work for you?



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 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!

Hi there,

We are very new to Tessitura (live with our development and marketing departments last month) and we are using a lockbox service for general membership renewals along with the contribution important utility.

The import set up, mainly the XML format file (template is the library), took a while to get right but works just fine. The only problematic behavior is that the transaction date of all contributions in your import defaults to whatever gift date is in your lockbox file.

The gift processor can go into each gift prior to closing the imported batch to adjust the transaction date but this obviously isn't ideal and isn't the way I expect this utility to work.

Please feel free to reach out with any specific questions.

[http://www.sfmoma.org/images/email/OTG-logo_Vector-120px.jpg]

Susie Terada
Associate Director, Donor Information Services





415.357.4133
sterada@SFMOMA.org
www.sfmoma.org


This message, together with any and all attachments, is intended only for the use of the recipient(s) named above. It may contain information that is privileged and confidential. If you are not the intended recipient, you may not review, copy or distribute this communication. If you have received this communication in error, please notify the original sender by email and delete the message, along with any attachments.

On Aug 27, 2014, at 3:32 PM, "Marie Kocher" > wrote:

We have a lockbox for our guild auxiliary, but we have NOT used the contribution import utility. We should look into that. Could you let me know if you receive helpful information?

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 Darcy Brill
Sent: Wednesday, August 27, 2014 4:33 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Lock Box at Bank for Donations


We are exploring the use of a Lock Box at our bank for our membership renewals. Has anyone used this service and did you use the contribution import utility? If so, how did it work for you?



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 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!