Is anyone tracking potential event hosts in Tessitura? I am looking for a way to track donors who have, or are willing to, host an event in their home. We would need to know the general geographic area of the home, the city, how many people they could host and some miscellaneous notes (ie: they have a piano, great garden, etc…). My current thinking is to use the Activities radio button with a special activity type and statuses, the performance as the geographic area and the number of attendees as how many they can host and the notes field for miscellaneous information. We have a custom Activities Report that would give me the city. Is anyone doing this? Or something else to track this information?
ThanksJess Levy
San Francisco Opera
415-565-3283
Hi Jess,
I don't know about the specific process we go through for similar hosting activities but, as for recording the area, do you not use the geo_area field in T_ADDRESS? The values are based on those entered in TR_GEO_AREA in system tables and I have a script that runs nightly based on state and/or post code ranges for new or amended records.
While there is no data entry box at the front end to enter the geo_area, I've created a List Criteria Element so users can create lists accordingly.
Geo_area is also available in T-Stats as an attribute.
Cheers,
Kevin