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Mass Updating Ticklers

Erin Mulcair
$organization

Hello,

If I have my excel file saved as a .csv and I import it as a list, how do I then take this list and mass update a constituent's account with annual ticklers. I am hoping to do this for donors that need to be called and renewed and want to set it up so that it pops up each year.

Thanks so much,

Erin

Parents
  • $organization

    If you Go To Campaigns, under Campaigns drop down there is a Solicitations option and then you would update tasks from there. The Solicitation needs to be created first in the records before you can add tasks.

     

    Does that make sense?

     

    -Marta

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Erin Mulcair
    Sent: Thursday, September 08, 2011 2:46 PM
    To: marta@smm.org
    Subject: RE: [Tessitura Development Forum] Mass Updating Ticklers

     

    Hey Sadie,

     

    I am fairly new to Tessitura, and am wondering if you mean to go into a constituent record, select Contacts, select Solicitations and then click on something in the top right hand corner there. I can’t see anything to click on and that is why I ask. Or is it a specific report or area that I am missing that will add many solicitation? Sorry about the ‘new-ness’

     

    Thank you,
    Erin

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sadie Treese
    Sent: Thursday, September 08, 2011 9:21 AM
    To: Erin Mulcair
    Subject: Re: [Tessitura Development Forum] Mass Updating Ticklers

     

    Sorry, in the Solicitations module- not constituent!

    From: Sadie Treese <bounce-sadietreese8133@tessituranetwork.com>
    Sent: 9/8/2011 10:19:33 AM

    If it is part of a solicitation, in the contituent model there is "Update Task" option & you can choose your list on the upper right.




    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!




    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!

Reply
  • $organization

    If you Go To Campaigns, under Campaigns drop down there is a Solicitations option and then you would update tasks from there. The Solicitation needs to be created first in the records before you can add tasks.

     

    Does that make sense?

     

    -Marta

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Erin Mulcair
    Sent: Thursday, September 08, 2011 2:46 PM
    To: marta@smm.org
    Subject: RE: [Tessitura Development Forum] Mass Updating Ticklers

     

    Hey Sadie,

     

    I am fairly new to Tessitura, and am wondering if you mean to go into a constituent record, select Contacts, select Solicitations and then click on something in the top right hand corner there. I can’t see anything to click on and that is why I ask. Or is it a specific report or area that I am missing that will add many solicitation? Sorry about the ‘new-ness’

     

    Thank you,
    Erin

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sadie Treese
    Sent: Thursday, September 08, 2011 9:21 AM
    To: Erin Mulcair
    Subject: Re: [Tessitura Development Forum] Mass Updating Ticklers

     

    Sorry, in the Solicitations module- not constituent!

    From: Sadie Treese <bounce-sadietreese8133@tessituranetwork.com>
    Sent: 9/8/2011 10:19:33 AM

    If it is part of a solicitation, in the contituent model there is "Update Task" option & you can choose your list on the upper right.




    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!




    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!

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