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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

Parents
  • $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  

Reply
  • $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  

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