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Hello,
Since we opened our doors over 30 years ago, we have maintained a paper file for each of our high level donors. There are close to 1,000 files and they are filled with copies of every thank you letter and bill we’ve ever mailed, as well as correspondence from the donor, newspaper articles, etc., etc. We would like to scan the contents of each file and attach it to their Tessitura file under the Research/Documents tab. And as a result, minimizing or completely doing away with all of the paper files.
What do other organizations do with their donor’s communications? Has anyone else tackled a project like this? I would imagine space would become an issue for Tessitura?
I would think the best way – although the most time consuming – would be to scan each item separately so it can be individually titled in the notes field. It would be nice to have another column available so we could categorize the type of document (i.e. Acknowledgments, Accounting, Stewardship, etc), but I think if we standardized how we used the notes field, it would work for sorting purposes.
Any advice would be GREATLY appreciated!!
Thank you in advance!!
I believe scans like this could increase your database size quite considerably.
I notice in the v11 sandbox that the Documents radio button is disabled in the Research tab. I have my fingers crossed that functionality will be there so that a clickable link to a local network document can be entered here. I have seen this in OPAS (orchestra management software) this where this works very well. With the added advantage that local network security comes into play adding a further layer of complexity to permissions.
Hmm - doesn't really answer your question though - sorry!
Martin