Where would you record...

Why not make donor A a worker on a Plan for Donor B?

--Tom

On Sun, Mar 22, 2015 at 6:33 PM, Tessitura Development Forum wrote:

Hi Development friends,

We're starting to use the Devo functionality of Tessitura more, and are currently trying to wrap our heads around all of the various places within Tessitura to store information--figuring out where's the appropriate place for each type of thing.

So, say a couple of our executive staff has lunch with an existing donor A, to discuss the cultivation of a prospective donor B who Donor A has a contact with. Our development staff wants to record some notes from that lunch.

Question is, where's the appropriate place for that information? Is it a special activity, a plan, or something else? If it's a plan, would the plan be for Donor A or Donor B?

Any thoughts or guidance would be appreciated. Thanks!



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!

Why not make donor A a worker on a Plan for Donor B?

--Tom

On Sun, Mar 22, 2015 at 6:33 PM, Tessitura Development Forum wrote:

Hi Development friends,

We're starting to use the Devo functionality of Tessitura more, and are currently trying to wrap our heads around all of the various places within Tessitura to store information--figuring out where's the appropriate place for each type of thing.

So, say a couple of our executive staff has lunch with an existing donor A, to discuss the cultivation of a prospective donor B who Donor A has a contact with. Our development staff wants to record some notes from that lunch.

Question is, where's the appropriate place for that information? Is it a special activity, a plan, or something else? If it's a plan, would the plan be for Donor A or Donor B?

Any thoughts or guidance would be appreciated. Thanks!



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!