• Replies 7 replies
  • Subscribers 416 subscribers
  • Views 61 views
  • Users 0 members are here
Related

Soliciation designation

Richard Jackson (Past Member)
$organization

Hello all,

On my system admin login, i cannot seem to add a designation to a soliciation via the Contacts tab.  I thought maybe i set something up incorrectly - last i recall the designations simply need to be associated to the Campaign via the Campaigns module.

However, another test of adding desingation via teh Soliciations modules (from Campaigns) didn't allow me to set up a designation either.  Is there a system table entry i need to modify somewhere?  The documentation doesn't say anything about designations needing addtional setup outside of being associated with the campaign itself.

Thanks for any assistance!

RJ

  • $organization

    We have a system table TR_CONT_DESIGNATION that I have to update when we add new Designations in Development.

     

    Good luck!

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Richard Jackson
    Sent: Wednesday, February 22, 2012 10:21 AM
    To: marta@smm.org
    Subject: [Tessitura Development Forum] Soliciation designation

     

    Hello all,

    On my system admin login, i cannot seem to add a designation to a soliciation via the Contacts tab.  I thought maybe i set something up incorrectly - last i recall the designations simply need to be associated to the Campaign via the Campaigns module.

    However, another test of adding desingation via teh Soliciations modules (from Campaigns) didn't allow me to set up a designation either.  Is there a system table entry i need to modify somewhere?  The documentation doesn't say anything about designations needing addtional setup outside of being associated with the campaign itself.

    Thanks for any assistance!

    RJ




    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!

  • $organization

    There is a system default setting in T_DEFAULTS that controls this field:

     

    SOLICITATION USE DESIGNATION

    When set to No the Designation field on solicitations is deactivated and only one Solicitation per campaign is allowed. When set to Yes (or if the entry does not exist), the Designation filed is active.

    Yes

    Constituents/Contacts/Solicitations

     

     

    Check this help link:

    http://www.tessituranetwork.com/Help_System/Default_Left.htm#CSHID=T_DEFAULTS|StartTopic=Content%2FSystem_Tables%2FT_DEFAULTS.htm|SkinName=TN Skin

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Richard Jackson
    Sent: Wednesday, February 22, 2012 8:21 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Soliciation designation

     

    Hello all,

    On my system admin login, i cannot seem to add a designation to a soliciation via the Contacts tab.  I thought maybe i set something up incorrectly - last i recall the designations simply need to be associated to the Campaign via the Campaigns module.

    However, another test of adding desingation via teh Soliciations modules (from Campaigns) didn't allow me to set up a designation either.  Is there a system table entry i need to modify somewhere?  The documentation doesn't say anything about designations needing addtional setup outside of being associated with the campaign itself.

    Thanks for any assistance!

    RJ




    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!

  • $organization

    We have a system table called “TR_CONT_DESIGNATION” where we add/remove designations. Then we go to the specified campaign and associate the designation. At that time we are able to insert the designation with each contribution or on Solicitations.

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

     

    Buy tickets and enroll for classes: www.kcballet.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Richard Jackson
    Sent: Wednesday, February 22, 2012 10:21 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Soliciation designation

     

    Hello all,

    On my system admin login, i cannot seem to add a designation to a soliciation via the Contacts tab.  I thought maybe i set something up incorrectly - last i recall the designations simply need to be associated to the Campaign via the Campaigns module.

    However, another test of adding desingation via teh Soliciations modules (from Campaigns) didn't allow me to set up a designation either.  Is there a system table entry i need to modify somewhere?  The documentation doesn't say anything about designations needing addtional setup outside of being associated with the campaign itself.

    Thanks for any assistance!

    RJ




    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!

    Romeo & Juliet, 2012

  • $organization

    Thanks all – the update to T_DEFAULTS was it.  We had a ton of designations setup – but the field was inactive.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Creps
    Sent: Wednesday, February 22, 2012 10:46 AM
    To: Richard Jackson
    Subject: RE: [Tessitura Development Forum] Soliciation designation

     

    There is a system default setting in T_DEFAULTS that controls this field:

     

    SOLICITATION USE DESIGNATION

    When set to No the Designation field on solicitations is deactivated and only one Solicitation per campaign is allowed. When set to Yes (or if the entry does not exist), the Designation filed is active.

    Yes

    Constituents/Contacts/Solicitations

     

     

    Check this help link:

    http://www.tessituranetwork.com/Help_System/Default_Left.htm#CSHID=T_DEFAULTS|StartTopic=Content%2FSystem_Tables%2FT_DEFAULTS.htm|SkinName=TN Skin

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Richard Jackson
    Sent: Wednesday, February 22, 2012 8:21 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Soliciation designation

     

    Hello all,

    On my system admin login, i cannot seem to add a designation to a soliciation via the Contacts tab.  I thought maybe i set something up incorrectly - last i recall the designations simply need to be associated to the Campaign via the Campaigns module.

    However, another test of adding desingation via teh Soliciations modules (from Campaigns) didn't allow me to set up a designation either.  Is there a system table entry i need to modify somewhere?  The documentation doesn't say anything about designations needing addtional setup outside of being associated with the campaign itself.

    Thanks for any assistance!

    RJ




    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!

  • $organization in reply to Richard Jackson (Past Member)

    I'm just setting us up on solicitations for the first time.  What I'm curious to find out: Is there a report that can give me projected cash flow based on solicitations data?

  • $organization in reply to Craig Badinger

    Craig,

    There is a report called "Solicitation Listing."  It's really intended for tracking moves management, but it does populate the goal, ask, contribution and recorded amounts. 

    The membership expiration date is included, but the "by" date doesn't seem to be.  We use "by date" to track when we expect the money to arrive or the pledge to be confirmed, and "received amount" is used to track our verbal pledges.  Depending on how you are using the fields, you might be able to use this report to forecast cash flow, but it probably won't be a perfect solution.

    Amber Newsome
    Segerstrom Center for the Arts
    (714) 556-2122 ext. 4259
    ANewsome@SCFTA.org

  • $organization in reply to Ryan Creps (Past Staff Member)

    I have a related question...

    When contributions come in from our website, the designation is blank.  I'm wondering if there is a table somewhere where we can set the default designation for web contributions, or if this is something our web developer has to write custom script for.  We currently have to go in to each contribution and manually change the designation.

    Thanks,

    Kanani