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Actions not associated with Plans

Colleen Miller
$organization

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



[edited by: Colleen Robinson at 12:18 PM (GMT -6) on 13 Jul 2015]
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  • $organization

    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

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert
    Sent: Monday, July 13, 2015 10:53 AM
    To: Christopher Cuhel
    Subject: Re: [Tessitura Development Forum] Actions not associated with Plans

     

    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.

    From: Colleen Robinson <bounce-colleenrobinson8213@tessituranetwork.com>
    Sent: 7/13/2015 12:17:43 PM

    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!

Reply
  • $organization

    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

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert
    Sent: Monday, July 13, 2015 10:53 AM
    To: Christopher Cuhel
    Subject: Re: [Tessitura Development Forum] Actions not associated with Plans

     

    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.

    From: Colleen Robinson <bounce-colleenrobinson8213@tessituranetwork.com>
    Sent: 7/13/2015 12:17:43 PM

    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!

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