Outstanding Pledge Notifications?

Christopher’s original post indicated that some gifts were made online, as opposed (I presume) to being entered by a gift processing person.  Is it really possible to accept pledge payments online and have Tessy automatically apply them to an outstanding pledge?  If so, does the system tell the donor over the web what pledges are open and what the balance is?  And if so, I take it you are comfortable sending such data out over the web?

Hi,

Your contribution entry person can set his/her preferences to show 'Automatic Notification of Open Pledges.'  A pop up window will appear listing all outstanding pledges after you enter the customer number and source code.   This warning is useful and provides a chance to code the donation properly.

Jayne Atkinson
La Jolla Playhouse | Mgr, Development Operations
858| 550-1070 x 132

jatkinson@ljp.org

P.O. Box 12039

La Jolla, CA 92039

See our full season at lajollaplayhouse.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
Sent: Thursday, May 06, 2010 10:37 AM
To: Jayne Atkinson
Subject: [Tessitura Development Forum] Outstanding Pledge Notifications?

Hello all:

We've had a few problems with recieving gifts (especially those made online or with subscription renewals) that haven't been booked as pledge payments, but as new gifts, because nothing has flagged the person entering gifts that were was a pledge payment pending (unless, of course, the donor self-identified it).  Is there something else we should be doing with pledge payments to be altered when going into gift entry for an account that has a pledge balance remaining?

Thanks in advance.

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!

Christopher’s original post indicated that some gifts were made online, as opposed (I presume) to being entered by a gift processing person.  Is it really possible to accept pledge payments online and have Tessy automatically apply them to an outstanding pledge?  If so, does the system tell the donor over the web what pledges are open and what the balance is?  And if so, I take it you are comfortable sending such data out over the web?

Hi,

Your contribution entry person can set his/her preferences to show 'Automatic Notification of Open Pledges.'  A pop up window will appear listing all outstanding pledges after you enter the customer number and source code.   This warning is useful and provides a chance to code the donation properly.

Jayne Atkinson
La Jolla Playhouse | Mgr, Development Operations
858| 550-1070 x 132

jatkinson@ljp.org

P.O. Box 12039

La Jolla, CA 92039

See our full season at lajollaplayhouse.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
Sent: Thursday, May 06, 2010 10:37 AM
To: Jayne Atkinson
Subject: [Tessitura Development Forum] Outstanding Pledge Notifications?

Hello all:

We've had a few problems with recieving gifts (especially those made online or with subscription renewals) that haven't been booked as pledge payments, but as new gifts, because nothing has flagged the person entering gifts that were was a pledge payment pending (unless, of course, the donor self-identified it).  Is there something else we should be doing with pledge payments to be altered when going into gift entry for an account that has a pledge balance remaining?

Thanks in advance.

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!