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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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

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!

Well we’ve tried to implement a standard but honestly usually everyone does their own thing. It takes a basic form of:

Call Report prepared by Name, Title

Development Department

Science Museum of Minnesota

Date

Text

Next Steps:

And then next steps are added about what they’re going to do to follow up. They also create tasks in solicitation of the next steps, but it allows someone whose just reading the call report to know the next steps without having to do much research. It’s our department policy that everyone emails out their call report to the department so that way everyone is aware of what’s going on in the department.

Hope that helps!

Marta