Updating steps in plans

We would like to be able to update the due dates for steps in plans using the plans maintenance. Currently, we need to change the dates individually for each one whenever we want to update them. This is very time consuming. Is there a way to edit the plan steps as a group? Thanks!

 

Parents
  • Former Member
    Former Member $organization

    This would be a good enhancement request.

     

    Laura

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Friday, August 12, 2016 4:39 PM
    To: Laura Chaney
    Subject: Re: [Tessitura Development Forum] Updating steps in plans

     

    Eron,

    There is not currently a way to update data in steps for a group of Constituents at the same time via the Tessitura client. Plans Maintenance only allows you to add Steps, not update them.

    Something like this could be done via SQL Server if done carefully and you were able to identify exactly which steps needed updating.

    Dale

    From: Eron Huenefeld <bounce-eronhuenefeld3287@tessituranetwork.com>
    Sent: 8/12/2016 3:39:08 PM

    Following this post, as I'm about to have to go back and edit steps for a couple thousand, as well... Please Oh Please let there be a solution!!  




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  • Is there a place to make enhancement requests? I would love to put my two cents in for this as well!

Reply Children
  • Summer,

    Enhancement Requests are logged in TASK our "Help Desk" Software.  You can get there via TessituraNetwork.com by clicking on the Login Link in the Support Tickets section on the left side of this page: http://www.tessituranetwork.com/network/Support.aspx

    That is assuming you have added your TASK login to your profile on TessituraNetwork.com

    If you do not have a TASK login, check in with those people at your organization who do.

    Dale