Starting a thread dedicated to a topic we're all likely to be devoting a lot of time to.
Shall we also try using the Tags feature within it? Then folks can use it as a filter to narrow posts to one or the other. #CancellationProcessing and/or #CancellationMessaging
I'm thinking brilliant strategies (or hacks) or a place for questions that have you stumped.
To start, it off...
1) Cancellation email notice with web form with options about which route customer wants, exchange/donation/credit/refund. Easy for them; head start for your team.
2) If you are tokenized/don't save credit cards, pointedly call out somewhere in that messaging that your organization will calling to request the credit card number in order to process the refund.
Hi Tessiturians, I want to update you on some things we have working right now, given comments in this thread -Our software development team is working on functionality that will help with this issue. This week we will release a new Event Cancellation Utility, which is based on the Performance Seat Release Utility. With the Event Cancellation Utility, you will be able to apply funds from returned tickets to a gift certificate, toward a contribution, or to an on account payment method.
The Event Cancellation Utility will be available as a Shared Report, and will be included in our next Service Pack along with further enhancements. When the Event Cancellation Utility is available, we will post an update in our product announcements. Licensees hosted in RAMP can then request it through a help ticket, and our team will install it for you. Licensees with local installs can access the utility once it is available.
Once this is complete, we will be turning our attention to adding Credit Card Refunds as an option.
Thanks,
Chris SzalajProduct Owner, Business Facing ProductsTessitura Network