Hi all,
Today we are asking about tracking constituent information changes in your business. If a constituent’s information is changed in any way in the system, what do you need to know about the change? What are some stories from your business (current and future) where you need to know about additions, removals or changes to constituent information?
Thanks!
Andrew
Hi Andrew,
In our consortium, at some point or another, we have wished for an audit to be stored on every field in the constituent record. The bulk of the ones we are concerned about, however, are already in place, name additions/deletions, address changes, etc. along with the old and new values.
What would really be a great addition is some kind of alert when a piece of information changes on a record I care about. Did my board member move? Does my corporate contact have a new phone number? Did one of my VIPs get divorced? Is my opening night sponsor organizational record being merged? Is it my favorite subscriber's birthday?
~Dan
We’d love some sort of required note on information changes for donors or subscribers – not just an audit trail that says who did the change, but also something to indicate why the change was made. “Mrs. Lewis called and said her address is changing because they’re moving.” Or “Mr. Williams called to tell us he and his wife are divorcing and to give us his new address.” Especially with important constituents, we don’t just want to know what was changed, we want to know why.
Jeanne DeVore Technology Manager Chicago Shakespeare Theater jdevore@chicagoshakes.com 312 595-5603 www.chicagoshakes.com
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Dan Taraborrelli Sent: Monday, March 15, 2010 12:22 PM To: Jeanne DeVore Subject: Re: [Tessitura Next Generation Forum] Changes
In our consortium, at some point or another, we have wished for an audit to be stored on every field in the constituent record. The bulk of the ones we are concerned about, however, are already in place, name additions/deletions, address changes, etc.
What would really be a great addition is some kind of alert when a piece of information changes on a record I care about. Did my board member move? Did my corporate contact get a new phone number? Did one of my VIPs get divorced? Is it my favorite subscriber's birthday?
From: Andrew Recinos <bounce-andrewrecinos5925@tessituranetwork.com> Sent: 3/15/2010 11:49:28 AM
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I second both Dan and Jeanne's points.Having some sort of auto-tickler thing in place based upon constituencies(?) would be a welcome addition and like Jeanne mentions tracking why something is done is sometimes the most important thing to know.For example we've been struggling lately with the fact that we don't really know why our patrons mail/phone/email restrictions have been updated and having a required note option available based upon the table being updated (as opposed to constituency, or maybe with an "all" constituency option) would be nice to have.We've tried asking people to include a CSI but unless it is mandatory it can be hard to enforce.