Hello everyone,
Please help!
I've got a big problem here, as we have had memberships set up in Tessitura, but not really paid attention to its functionality, both in contributions and in campaign structure, and how this greatly affects what level Tessitura believes the constituent is in. We are finally really working with it for real, but have discovered that our past two years of records are a bit of a mess.
Basically the main issue that needs to be resolved for past years is that our Individual Giving campaign was a catch all for both contributions that go towards a membership, as well as other funds that are not membership applicable. So, of course this is a main reason why our records are way off. I have started a separate Membership campaign to resolve this going forward, and removed the Membership Group association from the regular Individual Giving campaign.
Ideally I would love to be able to delete the historical Membership fields in each Constituent record and then manually re-enter memberships with contribution values that only apply to memberships based on information in the constituents' contribution tabs, and then use the regular contribution-driven functionality going forward from here for future membership tracking.
Questions of course are: Is this possible? If not, what course of rectifying the situation do you recommend? Would a future run of the Membership Update Utility for this date range affect any repair work done?
Any ideas are greatly appreciated.
Thanks,
Duane
From: "Duane Woods" <bounce-duanewoods8158@tessituranetwork.com>To: bvarro@smm.orgSent: Wednesday, November 17, 2010 10:45:13 AMSubject: [Tessitura Development Forum] memberships help requestedHello everyone, Please help! I've got a big problem here, as we have had memberships set up in Tessitura, but not really paid attention to its functionality, both in contributions and in campaign structure, and how this greatly affects what level Tessitura believes the constituent is in. We are finally really working with it for real, but have discovered that our past two years of records are a bit of a mess. Basically the main issue that needs to be resolved for past years is that our Individual Giving campaign was a catch all for both contributions that go towards a membership, as well as other funds that are not membership applicable. So, of course this is a main reason why our records are way off. I have started a separate Membership campaign to resolve this going forward, and removed the Membership Group association from the regular Individual Giving campaign. Ideally I would love to be able to delete the historical Membership fields in each Constituent record and then manually re-enter memberships with contribution values that only apply to memberships based on information in the constituents' contribution tabs, and then use the regular contribution-driven functionality going forward from here for future membership tracking. Questions of course are: Is this possible? If not, what course of rectifying the situation do you recommend? Would a future run of the Membership Update Utility for this date range affect any repair work done? Any ideas are greatly appreciated. Thanks, Duane--View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/3671/12116.aspx#12116 or reply to this message--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! Spam Not spam Forget previous vote