A Searching Question...

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.

Parents
  • First, the example with the university is a big one!  Something that we struggle with for both universities and corporations.

    Other scenarios:

    The box office manager needs to search for everyone who has the wheelchair price type to check that they are seated in the proper areas for their specific needs.

    The volunteer coordinator doesn't remember the name of the volunteer she spoke with this morning, but knows she will recognize it if she could just search by everyone with the volunteer constituency.  (filtering is great if you have something else to search for...)

Reply
  • First, the example with the university is a big one!  Something that we struggle with for both universities and corporations.

    Other scenarios:

    The box office manager needs to search for everyone who has the wheelchair price type to check that they are seated in the proper areas for their specific needs.

    The volunteer coordinator doesn't remember the name of the volunteer she spoke with this morning, but knows she will recognize it if she could just search by everyone with the volunteer constituency.  (filtering is great if you have something else to search for...)

Children
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