One time Lists

I use an extraction to create a review list for events that includes individuals from all possible categories that might be invited, and then put all the selected individuals into a spreadsheet, along with a column that indicates why they were selected (basically, this is the keycode description from the extraction).  The spreadsheet circulates around the department, and people indicate, in a specific column on the spreadsheet,  who from the larger list should be invited.

I then select just the “invited” ids from the spreadsheet, and import them into a new list in Tess. We’ve used this process for several years, and it has worked well for us.

Jane

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rachael Magson
Sent: Wednesday, August 23, 2017 9:43 AM
To: Jane Voytek <jvoytek@berkeleyrep.org>
Subject: [Tessitura Development Forum] One time Lists

Hi there

Is there a quicker way of creating a Guest List that is for a one time only purpose (i.e. the launch of a specific performance or outdoor fesival), aside from adding people one by one into a blank list? i.e. bringing many handfuls of names from many already established lists or various constituency tags/codes/lists 

I.e. when our CEO wants a range of people invited who do not neatly sit in one list only, and may be in many categories, or only certain people from a constituency tag, for example.

We are currently struggling with this and it is becoming very time consuming!

Any advice greatfully received!

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I use an extraction to create a review list for events that includes individuals from all possible categories that might be invited, and then put all the selected individuals into a spreadsheet, along with a column that indicates why they were selected (basically, this is the keycode description from the extraction).  The spreadsheet circulates around the department, and people indicate, in a specific column on the spreadsheet,  who from the larger list should be invited.

I then select just the “invited” ids from the spreadsheet, and import them into a new list in Tess. We’ve used this process for several years, and it has worked well for us.

Jane

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rachael Magson
Sent: Wednesday, August 23, 2017 9:43 AM
To: Jane Voytek <jvoytek@berkeleyrep.org>
Subject: [Tessitura Development Forum] One time Lists

Hi there

Is there a quicker way of creating a Guest List that is for a one time only purpose (i.e. the launch of a specific performance or outdoor fesival), aside from adding people one by one into a blank list? i.e. bringing many handfuls of names from many already established lists or various constituency tags/codes/lists 

I.e. when our CEO wants a range of people invited who do not neatly sit in one list only, and may be in many categories, or only certain people from a constituency tag, for example.

We are currently struggling with this and it is becoming very time consuming!

Any advice greatfully received!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!