Hi all,
(See my short blog that helps frame and explain this post...)
We need your help!
Consider the process of searching for a constituent. Outline some business scenarios* that commonly require searching for a constituent. Specifically outline some business scenarios that require searching for a constituent that you find difficult to do in Tessitura today.
Are there websites where you particularly like the search functionality? Can you point us there and explain what you like?
Thanks!
Andrew
* Note: A business scenario is phrased something like this: “Sandy the ticket desk concierge is given a partial credit card number and street address in order to locate a constituent who is picking up tickets for a friend”. Notice that it doesn’t indicate any specific search functionality or design. It just explains the business scenario which needs to be accomplished.
Hi Andrew Tried to think up some scenarios covering issues that currently make searching tricky for us: · Separation of Customer-related and transactional/order searches · Working with Filters, Aliases, Attributes, Lists · Lack of control of the fields presented in the Search Result. 1. Mia the Education manager wants to search for all the Drama teachers employed at the schools in the outer-west region, but only if the school has current unpaid orders for her schools programs. In the search result she wants to see the teacher's personal email address and phone info, together with the school’s mailing address together with a list of the open orders. 2. John the ticket sales rep wants to search for all customers who paid with cash for tonights performance of La Boheme. He also wants to see the details of any co-subscribers or companions attending, sorted by surname within postcode. 3. Nicole the Opening Night coordinator wants to search for staff of the major sponsors invited to tomorrows opening night who have home addresses in the selected postcode areas and who haven’t rsvp’d. She wants to see their associated employer name or business address in the results. Go on, make Mia, John and Nicole's day ... Peter
Hi Andrew
Tried to think up some scenarios covering issues that currently make searching tricky for us:
· Separation of Customer-related and transactional/order searches
· Working with Filters, Aliases, Attributes, Lists
· Lack of control of the fields presented in the Search Result.
1. Mia the Education manager wants to search for all the Drama teachers employed at the schools in the outer-west region, but only if the school has current unpaid orders for her schools programs.
In the search result she wants to see the teacher's personal email address and phone info, together with the school’s mailing address together with a list of the open orders.
2. John the ticket sales rep wants to search for all customers who paid with cash for tonights performance of La Boheme. He also wants to see the details of any co-subscribers or companions attending, sorted by surname within postcode.
3. Nicole the Opening Night coordinator wants to search for staff of the major sponsors invited to tomorrows opening night who have home addresses in the selected postcode areas and who haven’t rsvp’d. She wants to see their associated employer name or business address in the results.
Go on, make Mia, John and Nicole's day ...
Peter