Tessitura and Acknowledgement Letters

I've been recently asked to alter a canned report for Development.  They want the Print Acknowledgement Letters report to include an extra field that will specify which text their Word template will generate when they print their letters each day; a simple concept, yes.

However, I am not an Infomaker expert - or fan, for that matter - and am generally leery of mucking around with Tessitura's canned reports if it's not necessary.  So, my standard answer is to make use of the highly preferable Visual Studio and put most reports on our Reporting Services site.

My concern with this strategy is by not using the canned report, am I missing out on some sort of internal process (i.e. a stored procedure)  that needs to run in the background to make certain important updates, to whatever myriad tables in Tessitura may be involved, in the running of the original report that won't be done using Reporting Services?

Also, are we maybe overthinking this?  Is there perhaps a better way to accomplish this task - perhaps even one that Tessitura already designed but is not being implemented at the moment - wherein for whatever different kind of contribution we receive, we can have different verbiage automatically chosen for the printing of the letters?  Or is a well-designed Word merge letter template the best way?

Or do I need to start taking some Infomaker and Tessitura Reporting classes pronto?

Thank you in advance, Tessiturians.

Matt Gonzales

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  • Hi Matt,

     

    There is definitely built in functionality for sending different acknowledgments based on the type of contribution.  Check out the Contribution Acknowledgments document for details, specifically the section on acknowledgment rules.  You can either create different InfoMaker forms with different wording for the different types of contributions, or use the same form but enter it into T_FORMAT_INFO multiple times with different descriptions that you use to key the different Word merges for the final acknowledgement letters.

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

Reply
  • Hi Matt,

     

    There is definitely built in functionality for sending different acknowledgments based on the type of contribution.  Check out the Contribution Acknowledgments document for details, specifically the section on acknowledgment rules.  You can either create different InfoMaker forms with different wording for the different types of contributions, or use the same form but enter it into T_FORMAT_INFO multiple times with different descriptions that you use to key the different Word merges for the final acknowledgement letters.

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

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