Is there a good method for pulling stock gifts made during a fiscal year and all associated information? Racking my brain and I can't think of a solution.
Thoughts would be excellent!
Jenn
Actually, we have figured it out now. We just converted to using Tessitura in my department this past January, so I expect it to be much easier next year.
Thanks!
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin Sent: Monday, September 20, 2010 12:42 PM To: Schooley, Jennifer Subject: Re: [Tessitura Development Forum] Pulling Stock Gifts
Jenn,
It depends on what systems you have set up to track stock gifts. Do you have a custom gift entry field where you enter stock information? Do you enter stock info in the gift entry notes field? Do you have a separate payment method for stock gifts? There is no standardized method to manage stock so I'm sure many companies are doing it in different ways. Dale
From: Jennifer Schooley <bounce-jenniferschooley6547@tessituranetwork.com> Sent: 9/20/2010 8:34:50 AM
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!
i created a custom contribution screen, but it doesn't allow for multiple stocks in one gift or pledge. I just posted to the Next Gen forum about this. It would be a great addition to the payment window!