Solicitations and Contact Reports

We also use solicitations for tracking all of our moves management. Our gift officers create call reports in Word and attach them to research documents. They might make a note in the solicitation task that says “Call Report Attached” that alerts someone to look for the corresponding call report for that meeting.

Thanks,

Marta

Hello,

I am wondering how other organizations are storing prospect/donor contact reports in Tessitura. 

We are using Solicitation Records for campaign/designations as well as the solicitation notes area and tasks but our officers wish to capture more detailed contact information than those fields handle.

I'm certain others have this same challenge.  So do you upload contact records in the Research area as a note type or as an attached document?  We are looking for the best place to see a chronological history of contact and be able to print it out.   What works for you?

Jayne Atkinson | La Jolla Playhouse

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