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 Everyone,
The Event Cancellation Utility is now available. It is an enhanced version of the standard Performance Seat Release Utility. The utility allows you to apply funds from returned tickets to a gift certificate, toward a contribution, or to an on account payment method. The utility includes a review mode so that the results can be verified before it is run.
The Event Cancellation Utility is available as a Shared Report. It will also be included in our next Service Pack along with enhancements like processing bulk credit card refunds and new sample HTML template with refunds.
Note: This utility is temporarily being distributed as a standalone tool to meet the immediate needs of our community. It will be part of the core Tessitura application in versions 15.0.16, 15.1.9, and 16.0.0. This installation is not required if you are running those versions or higher.
For licensees hosted in RAMP, our team will install the Event Cancellation Utility for you. You can request the utility through a support ticket.
For our locally-installed licensees, you download the utility as a shared report under product announcements.
Documentation is part of the download under product announcements.
Thank you,
Chris Szalaj
Tessitura Network