Pulling IMO for Program Book

Hello!

I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

Thanks!

Rose

The Joffrey Ballet

Parents
  • Great! Glad to help!

    Michael Joyal
    Direct 204 954 6411

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: September-01-16 3:18 PM
    To: mjoyal@royalmtc.ca
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Hi Michael!

    This is so interesting, your Custom Data tab looks a lot different than our but the custom report sounds like a good way to go so we can get quick information. Thanks for the screen shots! I'm going to show our IT person and I'll email you back if he has any questions.
    Thanks so much!
    Rose

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal
    Sent: Thursday, September 01, 2016 2:47 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Attachment: tribute1.jpg---------- Original Message ----------From: Michael Joyal Sent: 9/1/2016 7:21:37 PM For program listings and such we use one of the spots in the Custom Data section of the contribution record and enter the listing in there. Our IT peeps made a report to pull the data from that field so we can pull based on date. I’ll add a couple of screen shots, but if they do not come through, send me an email if you want more information. Michael Joyal Direct 204 954 6411 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon Sent: September-01-16 11:54 AM To: mjoyal@royalmtc.ca Subject: [Tessitura Development Forum] Pulling IMO for Program Book Hello! I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature. We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift. How are others dealing with this issue? Thanks! Rose The Joffrey Ballet 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!


    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
  • Great! Glad to help!

    Michael Joyal
    Direct 204 954 6411

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: September-01-16 3:18 PM
    To: mjoyal@royalmtc.ca
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Hi Michael!

    This is so interesting, your Custom Data tab looks a lot different than our but the custom report sounds like a good way to go so we can get quick information. Thanks for the screen shots! I'm going to show our IT person and I'll email you back if he has any questions.
    Thanks so much!
    Rose

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal
    Sent: Thursday, September 01, 2016 2:47 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Attachment: tribute1.jpg---------- Original Message ----------From: Michael Joyal Sent: 9/1/2016 7:21:37 PM For program listings and such we use one of the spots in the Custom Data section of the contribution record and enter the listing in there. Our IT peeps made a report to pull the data from that field so we can pull based on date. I’ll add a couple of screen shots, but if they do not come through, send me an email if you want more information. Michael Joyal Direct 204 954 6411 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon Sent: September-01-16 11:54 AM To: mjoyal@royalmtc.ca Subject: [Tessitura Development Forum] Pulling IMO for Program Book Hello! I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature. We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift. How are others dealing with this issue? Thanks! Rose The Joffrey Ballet 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!


    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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