I have yet another question about using the Tessitura Event History Screen.
The Guest Name Field unfortunately is only one field, which makes it hard to
1) create an alpha sort – can only be accomplished when you enter the name LAST NAME, FIRST NAME
2) print table cards, envelope labels etc. – can only be accomplished when you enter the name FIRST NAME LAST NAME
3) have a way to formally address them (including Mr. / Mrs. to their name) – can only be accomplished when you enter the name MR.MRS FIRST NAME LAST NAME
I saw at a presentation in the 2009 conference that someone came up with a solution for that putting a * in between the first and last name – so this could be filtered out in excel? Unfortunately I have forgotten whose presentation I was watching, and what the details were.
If you read this would you mind sharing the information again??
I also remember seeing in 2008 that NYC OPERA is using the performance Seat Field to enter the name again using LAST NAME, FIRST NAME.
Does any one have other suggestions?
Also related to that we would like to use the Event Listing Report that comes with the system. Has anyone by any chance modified it to include the CNFR checkbox and the Source number?
Thanks everyone!
Monika
Monika Jouvert
Brooklyn Academy of Music
Development Business Process Director
718.623.7810 x6 / internally x4253
mjouvert@bam.org
http://www.bam.org
Monika,
It was Alex at Seattle Rep who presented on Events and putting an * between first and last name. In excel you can use the "text to columns" function (from the Data dropdown) to separate them into 2 separate columns.Dale
In Activities, we list all names Last, First; Last, First in the notes line, and for Events we list as Last, Salutation First (example, Albert, Ms. Amber). We then sort in Excel as Dale mentioned. We have made some modifications to the Event Listing (see screen shot) report and are currently creating two new reports to track event finances (all paid/unpaid, etc.) and status of attendees (pledged, paid, number of tickets, etc.).
I've deleted some of the names off of the screen shots (the two remaining are staff). We list meal preferences, honoree level and number of comps, as well as other details (cannot attend, out of town, etc.) in the notes screen, which pulls out into the report as well. When saved to Excel, the following fields are included (each guest is listed on a different line):
guest_nametable_no seat_no perf_seat notes customer_no status num_attendees campaign sort1 (example: Mr. First Name)sort2 (example: Last Name)esal1_desc esal2_desc business_title lsal_desc street1 street2 city state postal_code plus4 lname day_phone eve_phone level recd_amt guest_ind
I'm happy to ask IT to share on TASK if you think it is what you are looking for.
_______________________________________________________
Amber Albert
Development Coordinator
Orange County Performing Arts Center
600 Town Center Drive Costa Mesa, CA 92626
T 714.556.2122 x4222 F 714.755.2712 E AAlbert@OCPAC.orgwww.ocpac.org
Hi Monika,
In addition to the Excel solution I mentioned at the conference, we’ve also built a local view that mirrors tx_event_guest, but breaks out guest_name into last name, first name, and full name. The code for the view is:
CREATE VIEW [dbo].[LVX_EVENT_GUEST]
AS
SELECT evex_no,
campaign_no,
customer_no,
source_no,
guest_name,
substring(ltrim(guest_name),1,
isnull(nullif(charindex('*',guest_name)-1,-1),len(guest_name)))
AS [guest_lname],
substring(ltrim(guest_name),nullif(charindex('*',guest_name)+2,2),len(guest_name))
AS [guest_fname],
+' '
+substring(ltrim(guest_name),1,
AS [guest_full_name],
table_no,
seat_no,
perf_seat,
cust_guest_ind,
mir_lock,
guest_cust_no,
level
FROM tx_event_guest
It’s a little less DIY/punk rock than the Excel solution, but makes it easy to incorporate the guest name into Output Set Builder and custom reports.
Hope that helps,
Alex
Alex Harris | Director of Individual Gifts | 206.443.2210 x1018 | Fax: 206.443.2379 SEATTLE REPERTORY THEATRE | www.seattlerep.org | In Lower Queen Anne at Seattle Center
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin Sent: Thursday, September 24, 2009 9:37 AM To: Alex Harris Subject: Re: [Tessitura Development Forum] event guest list
It was Alex at Seattle Rep who presented on Events and putting an * between first and last name. In excel you can use the "text to columns" function (from the Data dropdown) to separate them into 2 separate columns. Dale
From: Monika Jouvert <bounce-monikajouvert7203@tessituranetwork.com> Sent: 9/24/2009 11:17:55 AM
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We put guest names in as “Last, First” (minus the quotation marks) so that we can alphabetize. Our code then separates the names into two fields using the comma. Same idea.
Lucie
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin Sent: Thursday, September 24, 2009 12:38 PM To: Lucie Spieler Subject: Re: [Tessitura Development Forum] event guest list
Thanks everyone for great suggestions, screen shots and code!!!!!!!!!