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
Hello! We also recently converted to Tessitura from RE. We do not use Infomaker for acknowledgement letters, mainly because it is not user-friendly and we don't have a coder on our staff. What we've done is create our acknowledgement letters in Word, and map the fields over from the exported data. Once it is mapped, when you run your Print Acknowledgement Report you can merge the data straight from the report into your word document instead of saving as excel and then doing the mail-merge. This has saved us time. Save your mapped document as your template, so you're only doing that process once, and update info as needed. This has been a good work around for us. The only hiccup is some reports refer to the same elements by different names, particularly in the address fields, but you can easily update to the suggested field in Word that matches.
Thanks Ashley! I think this is exactly what we have been looking for.
What a great little time-saver, thank you!