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
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
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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?
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 NewsomeSegerstrom Center for the Arts(714) 556-2122 ext. 4259ANewsome@SCFTA.org