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.
I always wished that you could make 'templates' for searching, covering what/how you search and what is returned.
For example I want to see all Press who are Reviewers (what is currently a constituency /attribute combo) with the last name of smith in a postcode range. What I see returned is my Press Template where I have opted for a specific type of address to show.
If I am in Subs mode I have a template for that where I only want to see specific types of associations (sit with or companion)
The templates are set up as drag and drop from the available fields and you set the values where appropriate ie association type.
What I'm hoping this template will remove the current set up where colour coded results are returned for when accounts are an alias of what you searched for or a contact etc.
Oh yeah and you can switch between template during the search by just refreshing your "view", or add adhoc output to your template and just refresh to see it updated.
To be able to drag and drop the returned columns after a search to change their order and all the returned columns are to be sortable on the fly as well.
In an odd way the searching setup wouldn't be that must different to the logic behind list manager, and what would be great is if from the constituent search you had the option to make a list/output it. The output option would be a security right you could have ...
Just my 2cents worth ;-)
S.
The Box Office Manager has received a check in the mail. It is from school district #279 and she knows it is for a school order. However the check doesn't indicate the order number or the school name. She needs to be able to search by district name or number or contact name, amount due, and perhaps visit date if that is indicated. We can do some of this in pieces right now, but not all together.
Aah, the good old days of playing match that check (and hoping against hope you were applying it to the correct order!).