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
  • Martha the Subscriber brings a friend (Carly) to the Concert performance, and introduces her to Alice the Development Manager.  Martha tells Alice that her friend has attended the Symphony before, and is a potential major donor with connections to several corporate boards.   Alice goes back to the office and wants to search for Carly and quickly identify all of her connections and relationships, both to other constituents within Tessitura and external connections available in online information, as well as mentions or appearances of Carly in other online materials and networks.   Alice wants to view the results visually so she can quickly guage Carly's potential as a prospect and get a quick sense of who she might be able to recruit to assist her in soliciting Carly.    For a good example of this, see the Muckety Map at muckety.com

  • Former Member
    Former Member $organization in reply to Alan Levine

    Jane has a museum membership at the family/dual level.  Because she is widowed and lives alone, she shares her membership with her friend, Joan.  Jane receives an invitation to a members-only event at the museum.  She is unable to attend but passes the invitation on to Joan, who RSVP's on behalf of herself and her neighbor Sally.

    Sandy the concierge receives the RSVP.  She needs to find Joan in the system, verify that she is indeed a member (under Jane's membership) and enter the RSVP for Joan and sally.

    When the event rolls around a couple of weeks later, Joan has the flu, so Sally attends with her friend, John.  When Sandy the concierge greets them at the door, she needs to find Sally in Tessitura and verify her event RSVP.

  • So I'm wondering (semi-seriously) why John and Sally get to attend what you described as a "members-only event"

  • There have been times (for me at least!) that while I’m fully aware that the invitation has passed hands from the original invitee, I would rather let John and Sally attend than somehow offend Jane, who is an extremely wealthy and generous donor.

     

    Cheers,

    Kathleen

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Chuck Reif
    Sent: 01 October 2009 17:26
    To: Kathleen Smith
    Subject: Re: [Tessitura Next Generation Forum] A Searching Question...

     

    So I'm wondering (semi-seriously) why John and Sally get to attend what you described as a "members-only event"

    From: Mara Hazzard <bounce-marahazzard4013@tessituranetwork.com>
    Sent: 10/1/2009 10:28:05 AM

    Jane has a museum membership at the family/dual level.  Because she is widowed and lives alone, she shares her membership with her friend, Joan.  Jane receives an invitation to a members-only event at the museum.  She is unable to attend but passes the invitation on to Joan, who RSVP's on behalf of herself and her neighbor Sally.

    Sandy the concierge receives the RSVP.  She needs to find Joan in the system, verify that she is indeed a member (under Jane's membership) and enter the RSVP for Joan and sally.

    When the event rolls around a couple of weeks later, Joan has the flu, so Sally attends with her friend, John.  When Sandy the concierge greets them at the door, she needs to find Sally in Tessitura and verify her event RSVP.



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    The hotly anticipated Out of Joint production Mixed Up North descends south on its nationwide tour from Tue 29 Sep – Sat 3 Oct whilst, moving East from the West End is, the smash hit musical Never Forget featuring the songs of Take That on the Derngate stage from Tue 6 – Sat 10 Oct. For more information and to book visit www.royalandderngate.co.uk or call 01604 624811

     

    The Northampton Theatres Trust Ltd Registered in England and Wales. Company Registration No. 3640915. Registered Office: Royal & Derngate, Guildhall Road, Northampton NN1 1DP

     

    Royal & DerngateMission

Reply
  • There have been times (for me at least!) that while I’m fully aware that the invitation has passed hands from the original invitee, I would rather let John and Sally attend than somehow offend Jane, who is an extremely wealthy and generous donor.

     

    Cheers,

    Kathleen

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Chuck Reif
    Sent: 01 October 2009 17:26
    To: Kathleen Smith
    Subject: Re: [Tessitura Next Generation Forum] A Searching Question...

     

    So I'm wondering (semi-seriously) why John and Sally get to attend what you described as a "members-only event"

    From: Mara Hazzard <bounce-marahazzard4013@tessituranetwork.com>
    Sent: 10/1/2009 10:28:05 AM

    Jane has a museum membership at the family/dual level.  Because she is widowed and lives alone, she shares her membership with her friend, Joan.  Jane receives an invitation to a members-only event at the museum.  She is unable to attend but passes the invitation on to Joan, who RSVP's on behalf of herself and her neighbor Sally.

    Sandy the concierge receives the RSVP.  She needs to find Joan in the system, verify that she is indeed a member (under Jane's membership) and enter the RSVP for Joan and sally.

    When the event rolls around a couple of weeks later, Joan has the flu, so Sally attends with her friend, John.  When Sandy the concierge greets them at the door, she needs to find Sally in Tessitura and verify her event RSVP.



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    View this message online at: http://www.tessituranetwork.com/COMMUNITY/forums/p/1248/4195.aspx#4195
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    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

     

    The hotly anticipated Out of Joint production Mixed Up North descends south on its nationwide tour from Tue 29 Sep – Sat 3 Oct whilst, moving East from the West End is, the smash hit musical Never Forget featuring the songs of Take That on the Derngate stage from Tue 6 – Sat 10 Oct. For more information and to book visit www.royalandderngate.co.uk or call 01604 624811

     

    The Northampton Theatres Trust Ltd Registered in England and Wales. Company Registration No. 3640915. Registered Office: Royal & Derngate, Guildhall Road, Northampton NN1 1DP

     

    Royal & DerngateMission

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