I'm trying to understand the best practices for tracking Call Report info – We need to track outgoing/inbound phone calls, visits, lunches, et cetera.
-The Contacts tab seems to be the place. Yes/No? -Do you create CSIs but leave them closed? -Do you create closed ticklers?
Is someone willing to share your SOP (Standard Operating Procedure) about how and when you utilize Tessitura for tracking?
Parnell,
I'll preface this with saying that we're still working on creating a seamless procedure for managing this.
Currently what we do is create tickles for the different task type (phone call, meeting, event contact, etc). A lot of the time these are entered after the fact so we automatically close the tickle when we enter it. We put the closed date as the date of the meeting or phone call and not the date of entering the tickle.
Because of the length of call reports we attach them to documents and in the tickle note put a note mentioning that there is a call report attached in documents which will alert the person in the record to then go look for the call report for more information on this meeting.
As for getting this information out. We are able to do this with a custom tickle report. We are still working on a way for managers to be able to properly track how many moves MGO's are making. The tickle report is more helpful for the individual MGO to track their progress, than for an overview of total moves made by officers.
Hopefully that helps!
I am not sure it iis the same thing. But for our tele fund raising efforts we use a custom screen on the customer record to track all our call logs. There is the ability to create new questions, associate answes to questions, and then associate questions to campaigns. Then the custom screen pulls the questions and answers based on the campaign your using to telemarket the customer.