Actions not associated with Plans

My suggestion would be to use CSI’s. They can be used for pretty much anything. That way actions can be recorded (if any are taken) on the CSI and you have that history as well. You can also assign CSI’s to people (like if you wanted a staff member’s supervisor to know that that staff member got a compliment or something).

Chris

Christopher Cuhel | Database Coordinator

The 5th Avenue Theatre

1308 5th Avenue Theatre, Seattle WA  98101

p 206.971.7916 f 206.292.9610

Seattle's Acclaimed Non-Profit Musical Theater Company

Website |  Facebook |  Twitter |  Youtube

We recently moved from Raiser's Edge into Tessitura and one thing we're trying to figure out is the best place to record actions that aren't part of any plan (like a note left at a performance or a thank you letter, and so on). For things like a staff member having lunch with a donor or prospect we can utilize the activities screen, but for other forms of contact we're unsure. Are there any other organizations that record actions not associated with a plan? Do you have any suggestions on the best place to store that information?

Thanks,

Colleen

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I would recommend one of 2 places.

1)     “CSI” (customer service issue) – this report is good for scheduling and sending specific issues/requests based on categorical information within the CSI. This takes a bit more set-up than a reminder, but could be very beneficial depending on your business practices.

2)     “Reminders” – these are not directly linked to a plan and can be assigned to any user. Also, users can access reminders at any time while logged in as well as have the Reminders screen be the first thing they see at log in. To set that, go into TOOLS -> Preferences and check the box that says “Show Reminders at Login”

FYI – “Tasks” function like reminders, but are directly located within and linked to a Plan.

Check out Tessitura’s documentation for each of these and see which works best for what you want to accomplish.

Thanks,

Marie

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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 Colleen Robinson
Sent: Monday, July 13, 2015 11:22 AM
To: Marie Kocher
Subject: [Tessitura Development Forum] Actions not associated with Plans

We recently moved from Raiser's Edge into Tessitura and one thing we're trying to figure out is the best place to record actions that aren't part of any plan (like a note left at a performance or a thank you letter, and so on). For things like a staff member having lunch with a donor or prospect we can utilize the activities screen, but for other forms of contact we're unsure. Are there any other organizations that record actions not associated with a plan? Do you have any suggestions on the best place to store that information?

Thanks,

Colleen

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!

The other think you can do is attach documents to an account. It is on the research tab, and then documents. This is great if you wanted to scan a letter from a patron and then attach it to their account.

Christopher Cuhel | Database Coordinator

The 5th Avenue Theatre

1308 5th Avenue Theatre, Seattle WA  98101

p 206.971.7916 f 206.292.9610

Seattle's Acclaimed Non-Profit Musical Theater Company

Website |  Facebook |  Twitter |  Youtube

My team uses CSIs for these. In addition to what everybody else has already said, I can say that the multiple dropdown fields you get with CSIs (Contact Method, Category, Activity Type,) allow for more flexibility in reporting (out-of-the-box at least) than research notes or reminders. For example, we regularly report to our board on the number of in-person meetings recorded over a given time frame using the Customer Service Statistics report with our development-specific CSI categories and contact methods.