I forgot to include the acknowledgement letter while processing the contribution. I only realised when I run the 'Print Acknowledgement Letter' report. Is there a way to add the acknowledgement to the constituent record?
Many thanks.
Min
Correct – the reason being the transaction/data entry provides the data needed for the letter is why it can’t be added later ad hoc (what data would it be pulling). We just add notes as well when it happens. We do have a Batch Audit report (that I believe is available in the share area. We use this to review the entire contribution not just the financial so we see – source code, designation, payment schedule, solicitor, acknowledgments etc. This report is used to review entry prior to closing the batch so these changes can be made before closing the batch.
The only option to the situation of no acknowledgment is reposting.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Wednesday, September 01, 2010 2:41 PM To: McKinley, Leslie Subject: RE: [Tessitura Development Forum] Help needed on adding Acknowledgement to processed contribution
I have done the same thing and just edited our form thank you letter depending on the contribution. I then make sure to put a note on the account that, for example, an Indivudual $0-999 Thank You letter was sent and the date.
If you find out that there is a way to add it to the record after it has been processed, let me know. J
Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway
Kansas City, MO 64108
(816) 931-2232 x 1310
www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Yuh-Min Chong Sent: Wednesday, September 01, 2010 2:46 AM To: Marie Kocher Subject: [Tessitura Development Forum] Help needed on adding Acknowledgement to processed contribution
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Hi all!
You can go back and add in an acknowledgment (although, as Leslie points out it might not be truly representative to what should populate the letter as you will be pulling the contributions info, not specific payment issue or whatnot) but this must be done in a batch through an adjustment. No other items need be edited or selected, though.
Hope that helps!
Nick
Hi all,
Thanks for the suggestions. I will stick to Marie's way.
Cheers