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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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

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!