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
This does sound like a great custom tab!
Attributes would work well for this, though, and would take little time to set up. I’d make them very general. Create a few keywords starting with the same word, for ease of finding them later: something like “Host Capacity-dinner” and Host Capacity-cocktails” that would accept numeric values; “Host Assets” that would allow multiple values such as “Piano-upright” or “Piano-baby grand.” One of these attributes should be “Host-see note” and then you add a Notes type of Host in which you can flesh out details such as “Wants to do one spring event per year; has gorgeous garden and open bar. Piano (antique Steinway) will need tuning but is playable.”
The advantage of attributes is that you can do a quick search on the General tab for people who can host cocktail parties for 100.
If you decide to go that route, I have a custom report that we use to track our Press attributes (how we manage our press lists) that could probably be adapted to provide you the Host information you want in one Excel spreadsheet.
Lucie
______________________________Lucie Spieler