Actions not associated with Plans

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

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