A Searching Question...

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

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

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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As a ticketing person working closely with our membership and marketing departments: ”Because we can”.

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

I love the idea of being able to search for different kinds of records (constituents, orders, contributions, transactions, CSI’s, ticklers…), and then move from those transactions to the various associated records.  Here’s an oft-used scenario I remember from our previous database-which-shall-not-be-named:

Alice remembers processing a contribution to the Education fund a few days ago, but she can’t remember who gave it.  She wants to search for all the contributions given to that fund in the past week, click into the contribution records to verify which is the one she’s looking for, and then click into the constituent record to update a tickler.

You could take it a step further by saying she remembers processing a payment to the same fund a few days ago.  She has to find the payment, and then click through to the original contribution/pledge, and then to the constituent record.

So I think I'm hearing that we need to search on more than what we would consider "constituent data" and go into even some transactional things.  Or maybe we're searching for different things all at once and not just constituents--constituents and orders and payments, etc. etc.  I'm also hearing that we should search several levels deep into associations and links.  Maybe simple search and then an advanced option which presents all sorts of possibilities?

And combine what we think of as constituent search and what we currently know of as order search plus maybe searching for other types of entities all in the same place.

Please keep commenting!

I love the idea of being able to search for different kinds of records (constituents, orders, contributions, transactions, CSI’s, ticklers…), and then move from those transactions to the various associated records.  Here’s an oft-used scenario I remember from our previous database-which-shall-not-be-named:

Alice remembers processing a contribution to the Education fund a few days ago, but she can’t remember who gave it.  She wants to search for all the contributions given to that fund in the past week, click into the contribution records to verify which is the one she’s looking for, and then click into the constituent record to update a tickler.

You could take it a step further by saying she remembers processing a payment to the same fund a few days ago.  She has to find the payment, and then click through to the original contribution/pledge, and then to the constituent record.

So I think I'm hearing that we need to search on more than what we would consider "constituent data" and go into even some transactional things.  Or maybe we're searching for different things all at once and not just constituents--constituents and orders and payments, etc. etc.  I'm also hearing that we should search several levels deep into associations and links.  Maybe simple search and then an advanced option which presents all sorts of possibilities?

And combine what we think of as constituent search and what we currently know of as order search plus maybe searching for other types of entities all in the same place.

Please keep commenting!