Hi!
How do your Development departments instruct/manage contacts made by program staff or volunteers? Who enters them in Tess? If it is entered by the non-Dev person making contact, where are they instructed to enter them?
I am mostly concerned about contacts that take place which may affect a solicitation. I don't know that it is feasible/desirable to ask non-Dev staff to navigate the solicitations module (and add them as tasks), however much of the information may effect a solicitation. And general ticklers won't show up on solicitation reporting.
Any suggestions or examples are much appreciated. Thank you!
Carla
92nd Street Y