Now that we have the initiator and the recipient, how can I export that information. Example we have an event for education and we sell to the school and have the recipient as the teacher ( so we know what teacher this group order is for) or we have a household purchase a camp but we have the recipient as the child.
My goal would be to pull a list of those who purchased for "Camp" and then on the output set to create a roster so to speak. So I could see me selecting F_Name, L_Name, Recipient_Name, Recipient_No.
I found how I can pull a list on Role but not how I can get a list of the Owner and the Recipient for seats. I tried to create a query but my SQL isn't strong. So I got an error.
How would I get this information? Any other ways?
Output sets pull data for whoever is on the list you use when you run the output set. So to get data for recipients on camp orders, you need to make a list of recipients on camp orders. To do that you would use the role criteria, but first you need to make sure you are either using the new, standard ticket history or have updated your custom ticket history to include role data. Does that make sense?
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Hi Kevin,
What is the Role called in List Manager Elements? I can't see anything that appears to be covering Role, but surely it must be standard in v12? Please cure me of my blindness.
Thanks
Dale
Hi Dale,
I'm not Kevin, but happened across this and had an answer for you.Here are the List Manager role criteria options that I think you are looking for.
Contribution Constituent RolePackage History RoleTicket History Role
Hi thanks Ryan. Seattle Rep is always a reliable backup help desk (say Hi to Heather for me).
I’ve found the Contribution one, but I don’t seem to have the other 2. We must have missed a step in our upgrade or perhaps our re-customisation of the ticket history has mucked this up.
Cheers
.
Dale Bradbury | Director CRM and Ticketing Melbourne Theatre Company | 252 Sturt Street, Southbank VIC 3006 | mtc.com.au
T: +61 3 8688 0980 | M: +61 413 938 886 | F: +61 3 8688 0901 | E: d.bradbury@mtc.com.au
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Ryan Rowell Sent: Friday, 4 April 2014 6:14 AM To: Dale Bradbury Subject: RE: [Tessitura Marketing Forum] Output Sets V12 and Recipient, Initiator information
I'm not Kevin, but happened across this and had an answer for you. Here are the role criteria options that I think you are looking for.
Contribution Constituent Role Package History Role Ticket History Role
From: Dale Bradbury <bounce-dalebradbury6800@tessituranetwork.com> Sent: 4/3/2014 4:03:55 AM
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Is there a table that stores the codes for Roles/Initator? I cannot find one.
Thanks.
Thank you, Tom. I'm going to save that for my Tess notes.
What I really want to get my hands on is the Cr Role in Contributions that indicates a soft credit. Soft credits have been a thorn in my side for a long time and a short cut to identify those would be really helpful. Does anyone know where that code comes from?
Thanks,
Jan
According to the Tessitura Table Structures documentation.
http://www.tessituranetwork.com/~/media/Documentation/System%20Administration/Tessitura_Table_Structures_V125.ashx
There appears to be no TR_Table describing these relationships
1.1.1. role tinyint NOT NULL
1=owner
2=initiator
4=recipient
3=owner/initiator
5=owner/recipient
6=initiator/recipient
7=owner/initiator/recipient
If you need to pull the strings from somewhere check out your tr_gooesoft_dropdown table.
My guess is that the Code number may be different on all instances of Tessitura. In our system the Code = 204 reflects the correct descriptions for the Owner/Initiator/Recipient.
I found this by looking in T_Keyword for the list options for
· Package History Role
· Ticket History Role
Hope this helps.
--Tom
…
718.724.8135
tbrown@BAM.org
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Jan LaRocque Sent: Monday, December 05, 2016 2:30 PM To: Thomas Brown <tbrown@bam.org> Subject: RE: [Tessitura Marketing Forum] Output Sets V12 and Recipient, Initiator information
From: Ryan Rowell <bounce-ryanrowell5634@tessituranetwork.com> Sent: 4/3/2014 2:12:40 PM
I'm not Kevin, but happened across this and had an answer for you. Here are the List Manager role criteria options that I think you are looking for.
Hi ,
I hope your keeping well. I appreciate this is over 4 years after your above post, but this is still not something that is clear on our database.
I'm trying to use list manager to pull JUST OWNERS for all orders for a production. It was a schools event so most orders have an Owner and an Initiator.
I can see in the raw data in ticket history that there are two entries for each order:
- the entry for the Owner with a 'role' value of 5
- the entry for the Iniatior with a 'role' value of 2.
This does not seem to correspond with this table:
There are no role based keywords in our database, so I have to add this myself, but I'm struggling to understand what code values I should have for the role dropdown.
Your thoughts would be welcomed.
Many thanks,
Dara