Hello,
I am relatively new to Tessitura and still figuring out how to translate what I want to do into something Tessitura can do. Our development team would like to start sending a different acknowledgment letter to first-time donors. Currently I run a batch report daily and determine which of our acknowledgment templates to use based on the amount of the donation and any notes included when the contribution was entered. Is there a way to have Tessitura "flag" any donations that are from first-time donors? I'm not looking to run a report after the fact, but would like to have Tessitura include this information as part of the batch report. Thanks for your insight/assistance.
Matt
Hi Matt,
As far as I know there's not a way to get that information from the Batch Report as is, so you'd likely need to customize it. While this would be an added step, the only other thought I have would be to save that report as a list and use an output element to flag first gifts. You may also want to post in the Fundraising & Development Community as someone there may have a better approach to this.
Thanks Colleen. I have posted to the Fundraising & Development Community as well.