Hi, We use the Contrib2 page in TNEW that creates CSI's that move Gift Memberships into a Holding Fund and then we manually move them to a Membership. The issue we are having is pulling data
We can pull the Gift Recipient Data using the Creditee Type and "show" the Membership Benefit Provider ID, but we need to determine where the Membership Card needs mailed - Gift Recipient or Gift Giver which is in the CSI
How are you handling this? (we'd prefer to pull 2 lists one for Memberships that need to be mailed to the Giver with both Constituents data and one for Memberships that need to be mailed to the Reciever)
We merge letters, envelopes and the cuseum membership card data all form this report but right now we are manually typing in Gift Giver Names in the Letters and Manually looking up every transaction to see where it should be mailed and if it is to the giver manually typing it all in. Heading into 4th quarter this is not sustainable for our Membership Team. I think I have all of the data correct, but I can't figure out how to code a member contribution mail to giver or mail to recipient - is there a custom field you are using to do this?
Thank you for any help!
Laurel
Hello Laurel! This is Kelsey with Tessitura Network Support. We’re happy to assist you with this. I’ve created a Support ticket where we’ll work with you to find a resolution to this. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.