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Promotion/Acct Merge Timing Issue

Marie Kocher
$organization

Hi All, 

I pulled an extraction in early May 2015. I chose a segment from that extraction on 5/26/2015 to promote. All seemed fine.

Today I received a contribution from someone who should have had this promotion on their record, however it is not in the list of sources at contribution entry. When I entered the account number for contribution entry, it told me that the account had been merged and "here is the new account number."

I checked the record, and the promotion is not listed. I checked the Transactions->Audit screen and see that the record was merged on May 15, 2015 (between my pull and my promotion).

Is there a way to now retroactively add my promotion to this one record? I would also like to add it to the original group with the promotions, so that my appeal source then just increases by 1 rather than creating a new source to capture this donor.

Any questions or help is appreciated!

Thanks, 

Marie Kocher

Development Assistant

Kansas City Ballet

  • $organization

    Hi Marie,

    In gift entry you can manually enter the source code. It will then add that promotion to the account along w/ "Transaction complete" status.

    Megan

  • $organization
    Megan,

    This makes me really excited and might be the secomd most helpful thing to make my day today!! I will try it at work tomorrow.

    Thanks,



    Marie

    __

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance & Creativity

    500 W Pershing Rd

    Kansas City, MO 64108

    816-931-2232 ext 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org



    Buy tickets or enroll for classes: www.kcballet.org

    ________________________________________
    From: Tessitura Development Forum [forums-development@tessituranetwork.com] on behalf of Megan Hall [bounce-meganhall6920@tessituranetwork.com]
    Sent: Thursday, June 25, 2015 4:39 PM
    To: Marie Kocher
    Subject: Re: [Tessitura Development Forum] Promotion/Acct Merge Timing Issue

    Hi Marie,

    In gift entry you can manually enter the source code. It will then add that promotion to the account along w/ "Transaction complete" status.

    Megan
    From: Marie Kocher
    Sent: 6/25/2015 4:16:14 PM

    Hi All,

    I pulled an extraction in early May 2015. I chose a segment from that extraction on 5/26/2015 to promote. All seemed fine.

    Today I received a contribution from someone who should have had this promotion on their record, however it is not in the list of sources at contribution entry. When I entered the account number for contribution entry, it told me that the account had been merged and "here is the new account number."

    I checked the record, and the promotion is not listed. I checked the Transactions->Audit screen and see that the record was merged on May 15, 2015 (between my pull and my promotion).

    Is there a way to now retroactively add my promotion to this one record? I would also like to add it to the original group with the promotions, so that my appeal source then just increases by 1 rather than creating a new source to capture this donor.

    Any questions or help is appreciated!

    Thanks,

    Marie Kocher

    Development Assistant

    Kansas City Ballet



    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!
  • $organization
    Hi Marie,
    Great job posting this on the forum! Did this solution work for you, or will you take a look at it on Monday?

    I hope you've had a great Friday, and that you have an excellent weekend!

    Best,

    Laura House
    Kauffman Center for the Performing Arts



    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Thursday, June 25, 2015 11:10 PM
    To: Laura House
    Subject: RE: [Tessitura Development Forum] Promotion/Acct Merge Timing Issue

    Megan,

    This makes me really excited and might be the secomd most helpful thing to make my day today!! I will try it at work tomorrow.

    Thanks,



    Marie

    __

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance & Creativity

    500 W Pershing Rd

    Kansas City, MO 64108

    816-931-2232 ext 1382 | 816-931-1172 (fax)

    mkocher@kcballet.org



    Buy tickets or enroll for classes: www.kcballet.org

    ________________________________________
    From: Tessitura Development Forum [forums-development@tessituranetwork.com] on behalf of Megan Hall [bounce-meganhall6920@tessituranetwork.com]
    Sent: Thursday, June 25, 2015 4:39 PM
    To: Marie Kocher
    Subject: Re: [Tessitura Development Forum] Promotion/Acct Merge Timing Issue

    Hi Marie,

    In gift entry you can manually enter the source code. It will then add that promotion to the account along w/ "Transaction complete" status.

    Megan
    From: Marie Kocher
    Sent: 6/25/2015 4:16:14 PM

    Hi All,

    I pulled an extraction in early May 2015. I chose a segment from that extraction on 5/26/2015 to promote. All seemed fine.

    Today I received a contribution from someone who should have had this promotion on their record, however it is not in the list of sources at contribution entry. When I entered the account number for contribution entry, it told me that the account had been merged and "here is the new account number."

    I checked the record, and the promotion is not listed. I checked the Transactions->Audit screen and see that the record was merged on May 15, 2015 (between my pull and my promotion).

    Is there a way to now retroactively add my promotion to this one record? I would also like to add it to the original group with the promotions, so that my appeal source then just increases by 1 rather than creating a new source to capture this donor.

    Any questions or help is appreciated!

    Thanks,

    Marie Kocher

    Development Assistant

    Kansas City Ballet



    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!