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!
We have too many letter types and change them too often to use Infomaker. We have all the fields mapped to a Word doc like others have said below. We save the file to Excel, add some formulas to give yes/no values based on the constituency codes, and then merge in Word. The Yes/No for things like Volunteer allow us to easily add special text without making yet another letter or manually editing every time. I'm happy to give details if you'd like.
Ann
I would love more info on this too! My email is chollatz@thesmithcenter.com.
Hi all! The Network also has a three part video series on acknowledgments with focus on setting up a word merge template complete with conditional content. Please feel free to check it out - hope it helps to ease the acknowledgement process!
www.tessituranetwork.com/.../Acknowledgements