Hello!
I've been trying (quite desperately) to get my Corporate Sponsorships team to jump on board the Tessitura train. After many discussions and brainstorming sessions we've decided the best way to get them inside the system will be with a combination of custom screens added to the constituent record in combination with functionality that already exists within Tessitura.
I've never ever created a custom screen before so I am both, excited and terrified, at venturing down this road!
In an attempt to visualize an end result, I've created a couple of fake screenshots using Paint for what these screens would look like in a perfect world where I can do anything I want. I've attempted to attach those screen shots to this post... hopefully they come through!
So my first question/problem is that in addition to a global ADD button in the bottom left corner of these screens (common practice through out Tess) I'd like an additional ADD button to add specific line items within the given season grouping. There are so many different categories/types and any given sponsor could have zero or multiple of any specific one. It would be ridiculous to try and dictate to the user what lines they will have and prevent them from adding more when necessary. Particularly with the Ticket/Performance Benefits as they can have benefits for any number of shows. Is it possible to have that secondary level to ADD? I haven't seen an example like that in the Infomaker Custom Screen examples I've seen so far.
My second question/problem arose after a discussion today with the team. They would like to be able to assign reminders to themselves or eachother for specific items throughout these two custom screens... but they don't want to have to go into the already existing reminders screen to do that. They are worried they will forget and things will fall through the cracks because a reminder was not assigned. So they want some sort of button beside each item that says 'Create Reminder" and when they click on they are able to create a reminder somehow... a pop-up screen perhaps? I really have no idea how to accomplish this if it's even possible at all.
Anyway I'd love any feedback you may have! In the meantime, I'll be researching the heck out of how to build custom screens. :)
Thanks!
Beth
Hi Beth,
I've created a few custom screens and they all have the Add button by default at the bottom of the screen.
To make a reminder happen, you might need to do a bit of SQL to create an SP to check when a record has been created and then send an email to the creator. I don't think there is another way to do it. You could create a scheduled report, but that would turn up whether there is anything to report on or not, so probably not the best solution.
You might also try looking at Plans. You can set reminders within them. I always try to persuade my users to find something within native Tessitura and only make custom screens if there really is nowhere else to store the data.
Hope that helps a bit.
Debbie