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While this question is framed in the context of Mail2, if you've had a similar experience with a different program, we'd still love to hear your thoughts.
When we were on TMS, our staff was used to seeing all “communication points” with a patron on one screen (Contacts > Promotions in v10). Now that we’re on Mail2, there is a bit of resistance to having to look in two different places for the information (going to custom Mail2 Screen in TESS for all e-communications and then still to Contacts > Promotions for everything else). Has anyone else actually made the effort/seen any benefit in duplicating a record of all e-communications in Contacts? Other more efficient solutions?
[I could easily make the case that TESS inherently asks you to “dig deeper” in a patron’s account, which is a good thing! Ticketing, donations, activities, solicitations—these are all on separate tabs. With the custom Mail2 screen, we actually have the ability to track more things regarding their email in one place.]
Thanks...
julie
julie stanton | senior marketing managerchicago shakespeare theater
We too have this question. It was on my list of things to ask Mail2 about - a possible to way to have the same information in the Mail2 tab record in the Contact Log.