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transactions on individual v. household

Former Member
Former Member $organization

I understand the recommendation is to keep transactions on the household in v11, but there are some arguments within our organization for putting them on the individual affiliates instead. Can anyone weigh in if they are doing this, and with any pros or cons either way? 

Thank you!

Parents
  • Former Member
    Former Member $organization

    Thanks Boann – a note in the header sounds like a good idea.

     

     

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Boann Petersen
    Sent: Monday, May 14, 2012 5:05 PM
    To: Anderson, Judy
    Subject: Re: [Tessitura Next Generation Forum] transactions on individual v. household

     

    We have not played with the swap feature extensively, but I do wonder if it will solve  your specific problem.  If I order tickets today and keep them at will call.  You have made my account A1 so that they will live at will call in my name, but what happens when tomorrow my husband calls and orders tickets and you swap the names again?  My will call order has not printed yet so it will now file under my husband's name. 

    We have created a will call header that can print specific notes left in the order notes.  It seems like this would be a better solution to leave order specific name instructions.

     

    From: Judy Anderson <bounce-judyanderson1138@tessituranetwork.com>
    Sent: 5/14/2012 4:53:23 PM

    Thanks everyone for your responses – I appreciate it! We’ve decided to follow the common wisdom and keep most transactions on the household in v11. We too have some patrons who want to keep their transactions separate from a spouse/partner so for those I think we’ll flag the household account and leave specific instructions in a CSI.

    Another situation we frequently encounter now is when N1 and N2 have different last names, tickets automatically get filed under N1 and if N2 made the transaction it can cause confusion (and sometimes irritation on the part of the patron). I’m wondering if the Swap A1 / A2 feature would work as a solution, but maybe that would create headaches that I can’t even think of now. Does anyone know what the ramifications of using the swap feature are?

    Thanks again!




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  • Former Member
    Former Member $organization

    Thanks Boann – a note in the header sounds like a good idea.

     

     

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Boann Petersen
    Sent: Monday, May 14, 2012 5:05 PM
    To: Anderson, Judy
    Subject: Re: [Tessitura Next Generation Forum] transactions on individual v. household

     

    We have not played with the swap feature extensively, but I do wonder if it will solve  your specific problem.  If I order tickets today and keep them at will call.  You have made my account A1 so that they will live at will call in my name, but what happens when tomorrow my husband calls and orders tickets and you swap the names again?  My will call order has not printed yet so it will now file under my husband's name. 

    We have created a will call header that can print specific notes left in the order notes.  It seems like this would be a better solution to leave order specific name instructions.

     

    From: Judy Anderson <bounce-judyanderson1138@tessituranetwork.com>
    Sent: 5/14/2012 4:53:23 PM

    Thanks everyone for your responses – I appreciate it! We’ve decided to follow the common wisdom and keep most transactions on the household in v11. We too have some patrons who want to keep their transactions separate from a spouse/partner so for those I think we’ll flag the household account and leave specific instructions in a CSI.

    Another situation we frequently encounter now is when N1 and N2 have different last names, tickets automatically get filed under N1 and if N2 made the transaction it can cause confusion (and sometimes irritation on the part of the patron). I’m wondering if the Swap A1 / A2 feature would work as a solution, but maybe that would create headaches that I can’t even think of now. Does anyone know what the ramifications of using the swap feature are?

    Thanks again!




    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!
    ______________________________________________________________________
    This email has been scanned by the Symantec Email Security.cloud service.
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