How do you Extend Tessitura today?

Hi,

As we explore and refine the potential architecture approach for the Next Generation product, a key element is extensibility.  The current Tessitura software provides a variety of ways for organizations to extend the software today, and we have heard loud and clear that a high degree of customization/extensibility in the future product is a key requirement.  One way to help us understand future extensibility needs is to first understand how you customize today.  This is a purposefully open-ended question: 

 

Please provide us with examples of customizations or extensions you have made to Tessitura and the business case behind why you made the extension.

 

We aren’t looking for every customization, but one or two samples that are either most representative or most difficult to accomplish in current Tessitura.

 

 

A quartet of examples:

1.       We created a custom Box Office Statement in InfoMaker to match specific output field requirements of our promoter.  This allows us to settle with the promoter in an efficient and speedy fashion, without us having to run multiple reports and combine them after the fact.

2.       We adapted lp_customer_rank to automatically assign a constituency code of ‘Student’ if the constituent has purchased tickets to our Education season and has a customer type of Child.  This allows CSRs to quickly identify students when looking up an account, and makes list pulling easier.

3.       We created a custom constituent screen using InfoMaker to hold detailed information about our Press contacts.  This allows us to have information about all constituents in one place, and ensures we can track specific seating assignments and preferences based on the reviewer.

4.       We created a set of pages on our website to record individual member names on a family membership, tied to a custom table and custom membership card output so we can print individual member names on membership cards and link them back to a single membership in Tessitura.  This means that multiple members of a household can each have their own personalized membership card while retaining a single membership on the household itself.

 

 

Thanks!

Andrew

Parents
  • Greetings!

    At The National Ballet of Canada we have done quite a bit of customization.  We have custom screens for sponsorship, major gifts, endowment...  Also ustom headers and reports. 

    But if I had to pick the one "biggie", it would have to be tax receipts and e-receipts.  As we work under very strict Canadian tax guidelines, we have had to create entire processes to issue tax receipts.  Features include:

    - the ability to issue one tax receipt at the end of the calendar year to donors who make monthly payments (as opposed to issuing 12 receipts, one each month, as we did every year until this year!)

    -electronic receipts that conform to all the Canadian legal requirements.

    For all that know our dear tax laws, not an easy task to accomplish!

    Cheers

    Selga

Reply
  • Greetings!

    At The National Ballet of Canada we have done quite a bit of customization.  We have custom screens for sponsorship, major gifts, endowment...  Also ustom headers and reports. 

    But if I had to pick the one "biggie", it would have to be tax receipts and e-receipts.  As we work under very strict Canadian tax guidelines, we have had to create entire processes to issue tax receipts.  Features include:

    - the ability to issue one tax receipt at the end of the calendar year to donors who make monthly payments (as opposed to issuing 12 receipts, one each month, as we did every year until this year!)

    -electronic receipts that conform to all the Canadian legal requirements.

    For all that know our dear tax laws, not an easy task to accomplish!

    Cheers

    Selga

Children
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