I'm wondering if there is a quick way to scan documents directly to the Research Tab? The only system we have in place currently requires us to manually scan items, rename them, and then physically upload them to the Constituent Record.
If there is a way to bypass the hard drive and simply scan these direct to the records, I'd love to know!
Any assistance would be greatly appreciated.
We use OptiView to store our documents. The uploading isn’t any easier, but the documents are linked to the reference number on the Contributions tab. This makes retrieving the appropriate documents much easier! With OptiView open, we only have to double click on the contribution to pull up the documents.
mark frey
Senior Manager Database & Analytics
The Woodruff Arts Center
404.733.4277
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Tuesday, February 28, 2017 5:29 PM To: Mark Frey Subject: RE: [Tessitura Development Forum] Uploading Scanned Documents to Research Tab
I would be very interested too…has anyone created a printer driver that links directly to Tess?
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 Jack Mitchell-Shelley Sent: Tuesday, February 28, 2017 3:48 PM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Uploading Scanned Documents to Research Tab
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