Hi - I'm wondering if anyone can share a way they ensure acknowledgement letters are not just attached to a contribution or pledge payment when entered in Tess, but also that they are mailed. Is anyone tracking the actual mailing out of letters in Tess? The audit acknowledgement letters report doesn't track this because the actual printing of the letter is not processed from Tess. Any tips would be great - thanks!
Tess will tell you when a letter was printed on the contribution record entry.
I am not aware of a report to be able to track these. However they are tracked at the unique contribution record level.
And I hear that whatever is tracked in Tess, can be pulled out and reported on. You may or may not need access to a report, or a custom report, or some output set elements.
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 Caitlyn DeRosa Sent: Friday, October 14, 2016 3:55 PM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Audit Acknowledgement letter processing
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Off the top of my head using promotions or CSI depending upon the preference of organization. Of course any way you do it – you are dependent on staff (manual process). It sounds like you already are doing a mail merge to Word so the same file can be used to import as a list and then promoted in perhaps a specific Ack Fulfillment appeal.
The other way is to give more meaning to the Print Date. Meaning set the process to be done on a specific day each week and with understanding letters will be sent same day or within 2 days. Ticklers could used for this within a group – so the mailing task is set up and staff confirms its done. This would not be in each person’s record (Use a Department record).
From: Caitlyn DeRosa [mailto:bounce-caitlynderosa1500@tessituranetwork.com] Sent: Friday, October 14, 2016 4:54 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Development Forum] Audit Acknowledgement letter processing