Gift Processing Simplified Workflow

Gift Processing Simplified Workflow

(Created 20180601 / Updated 20220825)

Phone (Back Office)

1. VIP
2. Altru
3. Add to TGO's Gift Documentation Box folder
4. Send digital cards or print cards
5. If printing, scan letters and file

Blanton Mail (Back Office)

1. If Credit Card, use same steps as above
2. If Check
   1. Altru
   2. VIP
   3. Send digital cards or print cards
   4. Scan documents/letters and file
   5. Sync or process in VIP Manually
   6. Take documents & batch lists to TGO

Museum Shop (Back Office)

1. Altru
2. VIP
3. Send digital cards or print cards
4. Scan documents/letters and file
5. Sync or process in VIP Manually
6. Add to Blanton CRV-NO Batches Box folder

Lockbox Mail (Back Office)

1. Already in VIP – download gift documents
2. Altru
3. Send digital cards or print Cards
4. If printing, scan letters and file

Online & Front Desk (Online/Daily Sales)

1. Already in Altru – Check for errors
2. Send digital cards or print cards
3. Scan documents/letters and file
4. Sync or process in VIP manually (CRV NO)
5. Add to Blanton CRV-NO Batches Box folder

B scene (Back Office)

1. Altru
2. VIP
3. Send digital cards or print cards
4. Scan documents/letters file
5. Sync or process in VIP manually
6. Take documents & batch lists to TGO