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Adjustment notification

Former Member
Former Member $organization

When a monthly donor increases their gift we adjust their pledge and send them a thank you. We use the New Contributions report to check what letters need to be sent everyday. Gifts show up in the New Contributions report, but pledge changes and pledge payments don't. Is there a report I'm missing that will grab these for me? Is the Fund Activity Report in finance my only option?

Ann

  • $organization in reply to Lucie Spieler

    Lucie,

    I am also interested in looking at this report if you are sharing.

    Sadie

  • Former Member
    Former Member $organization in reply to Lucie Spieler

    Hi Lucie,

    That would be great! We have a similar (but buggy) one that gets some of the letters to be printed.

    Thanks!

    Ann

  • $organization

    Hi, Ann:

     

    Are you looking for unprinted acknowledgment letters? I have a custom report that runs (with no selected parameters) and returns all acknowledgment letters that haven’t been printed, showing patron, date of gift, amount, campaign, and letter. Of course, this only works if the acknowledgment letters are created each time gifts are received or pledges are updated.

     

    I’d be happy to share this report with you, if you think it will help.

     

    Lucie

     

    _____________________________________________

    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND OPERA

  • Former Member
    Former Member $organization

    Hi Lucie,

     

    Would you be willing to share your unprinted acknowledgement letter through TASK? That sounds like a great report!

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Wednesday, February 24, 2016 5:26 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Adjustment notification

     

    Hi, Ann:

     

    Are you looking for unprinted acknowledgment letters? I have a custom report that runs (with no selected parameters) and returns all acknowledgment letters that haven’t been printed, showing patron, date of gift, amount, campaign, and letter. Of course, this only works if the acknowledgment letters are created each time gifts are received or pledges are updated.

     

    I’d be happy to share this report with you, if you think it will help.

     

    Lucie

     

    _____________________________________________

    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND OPERA




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