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Best Practice for phone/letter/email logging

Michael Gonzales, CFRE
$organization

New Year goal is to integrate Plans into our Devo operations.

In a situation, where you have a created a plan and the constituent calls or sends you an email/letter that may or may not be related to the plan, should you add it as a step and detail the info OR should you create a Note in the Research tab?  Ideally, I want all the info together, but their communication in not a step per se.  Thanks.

  • $organization

    Sometimes I will add the information in a research note, and make a note or step to refer to that note. Its all part of the donor communication, so your gift officers will see a reference in both places.

     

    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 Michael Gonzales
    Sent: Friday, January 08, 2016 10:59 AM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Best Practice for phone/letter/email logging

     

    New Year goal is to integrate Plans into our Devo operations.

    In a situation, where you have a created a plan and the constituent calls or sends you an email/letter that may or may not be related to the plan, should you add it as a step and detail the info OR should you create a Note in the Research tab?  Ideally, I want all the info together, but their communication in not a step per se.  Thanks.




    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!

  • $organization in reply to Marie Kocher

    Thanks, Marie.  I took your advice and created a "Contact Notes" step just for this purpose.   

  • $organization

    I really hope the process works for you. Happy New Year!

     

    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 Michael Gonzales, CFRE
    Sent: Monday, January 11, 2016 10:05 AM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: RE: [Tessitura Development Forum] Best Practice for phone/letter/email logging

     

    Thanks, Marie.  I took your advice and created a "Contact Notes" step just for this purpose.   

    From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com>
    Sent: 1/8/2016 5:08:17 PM

    Sometimes I will add the information in a research note, and make a note or step to refer to that note. Its all part of the donor communication, so your gift officers will see a reference in both places.

     

    Marie

     

    ---

    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 Michael Gonzales
    Sent: Friday, January 08, 2016 10:59 AM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: [Tessitura Development Forum] Best Practice for phone/letter/email logging

     

    New Year goal is to integrate Plans into our Devo operations.

    In a situation, where you have a created a plan and the constituent calls or sends you an email/letter that may or may not be related to the plan, should you add it as a step and detail the info OR should you create a Note in the Research tab?  Ideally, I want all the info together, but their communication in not a step per se.  Thanks.




    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!




    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!