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
We are also a fan of Research notes and created a note type called "Contact Report". We start each note with the date of contact.
Megan