Acknowledgment Letters Tied to Constituents Directly?

You might be able to do a Constituent report like the standard envelope which drops from the tool bar  – check with your IT/App Support folks

From: Salvatore Vasta [mailto:bounce-salvatorevasta8929@tessituranetwork.com]
Sent: Wednesday, December 07, 2016 10:44 AM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: [Tessitura Development Forum] Acknowledgment Letters Tied to Constituents Directly?

Hello!

I'm writing to see if anyone knows or has created a way to directly connect an Acknowledgement Letter to a Gift given by a Constituent?

My Director of Development is very insistent that we do this for ALL gifts ($1-$1M). We come from using Raiser's Edge software - where as a Gift was entered it allowed you to make a Word Document Letter immediately and directly tied to that Contribution/Gift. 

The only option we've possibly found is to do is run an Acknowledgement letter, mail merge, separate each letter, save each letter, go to a Constituent record, create a plan where I add in their letter, go back to their Contribution and then add in the plan... Is there another/easier way?

Our company is new to Tessitura and we're slowly figure out all the bells and whistles of the software; so i greatly appreciate any advice!

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Salvatore Vasta
Artistic Manager, Madison Opera

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!

You might be able to do a Constituent report like the standard envelope which drops from the tool bar  – check with your IT/App Support folks

From: Salvatore Vasta [mailto:bounce-salvatorevasta8929@tessituranetwork.com]
Sent: Wednesday, December 07, 2016 10:44 AM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: [Tessitura Development Forum] Acknowledgment Letters Tied to Constituents Directly?

Hello!

I'm writing to see if anyone knows or has created a way to directly connect an Acknowledgement Letter to a Gift given by a Constituent?

My Director of Development is very insistent that we do this for ALL gifts ($1-$1M). We come from using Raiser's Edge software - where as a Gift was entered it allowed you to make a Word Document Letter immediately and directly tied to that Contribution/Gift. 

The only option we've possibly found is to do is run an Acknowledgement letter, mail merge, separate each letter, save each letter, go to a Constituent record, create a plan where I add in their letter, go back to their Contribution and then add in the plan... Is there another/easier way?

Our company is new to Tessitura and we're slowly figure out all the bells and whistles of the software; so i greatly appreciate any advice!

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4

Salvatore Vasta
Artistic Manager, Madison Opera

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!