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
A few examples:
1) Contributions module - custom data line to enter Gala Auction item, either purchased or donated. This is especially beneficial in following up with item donors in following years for another, possibly larger item/service donation.
2) Customized header for Box Office users with email address field. In our efforts to update our database this field can hold more than the address - if the field is empty there is a "Please ask for email address"message . If the E-Market Restriction field is flipped to No E-Marketing, this will say "Refused". If an email sent to the constituent through TMS hardbounces the message changes to "Hardbounce- ask for Email Address"
3) Performance Sales Summary and Package Sales Report customized to count all seats in a subscription order as paid, even when only a partial payment has been made on the order. We accept a couple of different payment plans for subscription purchases and there is an assumption that the constituent will fulfill the commitment, so we want our reporting to reflect this commitment level.
Hi Andrew
1. Custom screen based on the Activities screen that allows for a drop down of performances, eligibility reason etc. This is to record people invited to our Corporate Bar before the performance. It has a report that will show people who have certain attributes along with people manually entered into this screen, to avoid needing to repeatedly enter details for people who are always entitled to entry.
2. Custom header to show the last time the data protection questions were asked. This has a rolling date behind it and therefore the date will change from blue (within range) to red (out of range) when the question was asked more than 15 months ago. This allows the Box Office staff to quickly identify when the DP question needs to be asked again.
3. A nightly job that adds the Groups constituency to anyone who has booked a group, and replaces the constituency with the Lapsed Group constituency for anyone that has not booked in the last 3 years. This allows the Groups team to direct mail people.
Thanks
Siobhan