Hello,
Oklahoma Contemporary is in the testing phase of transferring to Tessitura and using TNEW to sell camps/class online. We currently use Greater Giving and massively complex Excel spreadsheets (all manual entry to Excel from registration emails sent automatically from Greater Giving) to track camp/class info. We collect a lot of info online that doesn't seem to have a place to automatically transfer in a constituent record (student name, preferred name, allergies, medication, behavior modification, emergency contact, etc.). We were promised in the discovery phase that Tessitura/TNEW would help alleviate manual entry/save time. Does anyone else have any solutions/suggestions/experience with streamlining the online registration info to constituent record to useful reporting process? I am struggling on troubleshooting how to extract the registration info or how to manipulate the data that does not live anywhere in the constituent record. Is the only solution custom tabs?
Thanks,
Emily Burton, Education Associate
Oklahoma Contemporary
eburton@okcontemp.org
At Mystic, we've been using CSIs to capture data that wouldn't fit neatly within Tessitura itself. Dates of birth, dietary needs, special needs, participant names, contact names, and so forth can be saved within CSIs under each constituent record, and retrieved with CSI reports targeted at certain keywords (summer camps, vet conferences, homeschools, etc.).
Customizations would be the cleanest way in the long run, but we've been able to gather the data we need without them so far!