Hi everyone,
Does anyone upload acknowledgement letters to Tessitura via Infomaker? Do you find it helpful or a bit of a pain? We don't change our letters often and are hoping to use it. Raiser's Edge had a similar feature that made it easy to generate letters and merges directly into Word. Any workarounds from other organizations that have gone from Raiser's Edge to Tessitura?
Thanks!
Am following this as we just converted from RE to Tess. Currently, we are not using Infomaker letters, as all changes would have to go through IT as they are the only ones with access, so I'm doing everything with Excel exports so I can do a word mail-merge. We do use Infomaker for some Ack Letters (those through our ticking department), particularly for our online purchase confirmations and they get the job done, once they are set up, there is really no maintenance.
I enjoyed the RE feature of creating a quick letter - where it wasn't based on a Template but clicking it through a constituent record immediately pulled me up a word doc with the Mailing Address and Salutation automatically there. I would love to find a way to do this again.
Cheers
Aldera
Aldera and Ashley,
We also have our letters in word and use merge fields to populate the data we need into the letters. We merge from Tess directly onto the template. I do know of an organization who had previously saved the excel file and then manually merged the letters into a file as part of their document storage and routing for specific messaging.
Marie
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Marie F. Kocher | Development Operations & Data Specialist
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)
www.kcballet.org