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Best Place in Tessitura to Note Issues such as Food Allergies

Former Member
Former Member $organization

Good Morning!

We are fairly new to the world of Tessitura and are looking for some "best practice" tips on where we should record information on member/donor information around items such as food allergies. We would want to be able to match this know information up with registration for events that these folks might be attending via List Manager and/or Extractions. We were thinking of CSI or Attributes and would like some assistance from the "community" on what approach they have found most helpful.

Any such wisdom would be most welcome. Thank you.

John Bradley - Historic New England

  • $organization

    Hey John,

    I would suggest using attributes for this type information. You could also use constituencies, but this might cause your header to get cluttered with them. It's pretty easy to pull lists based on attributes and/or constituencies. This could be useful information for other departments too, should they do anything that may touch those special attention items.

    I made an assumption you are on at least V15 so here is the help link for attributes that will lead you to setup. https://www.tessituranetwork.com/Help_System_v150/Content/Attributes/Attributes%20Screen.htm

    - Chris

  • $organization

    Hi John,

    We use a specific Research/Notes type for this information - given the many and varied dietary requirements/allergies we're informed of. For us, we retrieve this information for non-ticketed events which are recorded as Special Activities. I've also done some custom work around this:

    1. the Constituent headers have a symbol to indicate a Note of this type exists for the Constituent record being displayed
    2. I created a copy of the existing canned Patron Activity report so that any dietary/allergy information is included in the Notes section of the report. This report is further modified to break the output grouped by the Activity Status and Performance fields

    As always, happy to share........

    Martin  

  • $organization in reply to Christopher Cuhel

    Hi John,

    Apologies if you get this twice, I emailed the response this morning but doesn't seem to have populated here when I view online. 
    .........................

    We used to keep this information in research notes but have moved to plans instead.

    As our Philanthropy team manage all our special events I have created steps etc to track this and other personal information which is then control grouped for their user group.

    Campaign: Non year specific ‘Philanthropy Personal’

    Steps: Any general step can be used to update information such as email, personal letter etc. And I created steps specific to information we already had in research notes.

    Personal Dietary

    Personal Family

    Personal Hobbies

    Personal Misc

    Personal Pet

    This information can be easily obtained with the step detail report for an event.

    Brenda

  • $organization in reply to Martin Keen (Past Member)

    Hi Martin,

    Thank you for this information. Would you be willing to have a chat with us to discuss your report and it's use?

    Susan

    shayes@publictheater.org