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?
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.