Hello everyone. We're looking for a way to record and track gifts that we make to donors/prospects. For example, if we send someone a bouquet to thank them for hosting an event for us it would be great to have that recorded on Tess. We'd love to know if anyone out there is doing this at the moment or if anyone has recommendations for how best we might do it ourselves? We look forward to learning from the Community. Thanks so much.
Good morning Donna,
I can definitely think of a few ways to track this.
If you have an active Plan for the constituent, you could create a Plan Step and record when you do one of these "surprise and delight" efforts and have that saved in their ongoing record.
If they're not being tracked in a Plan, you could use the Research tab and add it to the record under the Notes radio button.
You could also use the Connections tab and enter it under the Customer Service radio button.
I personally track these through Plans, but if there's one thing about Tessitura, it's that there are many ways to keep track of something based on what works best for you.
Thank you,
Brian