We are developing a nifty procedure that allows our TNEW customers to add notes and alternative addresses etc. when buying a Gift Voucher so that we can send it out directly to the recipient with a nice message. This can all be setup for TNEW quite nicely using LTR_TNEW_CUSTOM_FORM_SAVE_DATA. However, we also want to be able to do this over the phone/at the Box Office using the same indicators to run the procedures, but we don't want to rely on manual entry by staff. Does anyone know of a nifty (or even cumbersome) way of pre-populating CSIs?
Thanks in advance!
Sarah
Sarah,
We also use form data in LTR_TNEW_CUSTOM_FORM_SAVE_DATA to get information from our TNEW customers, but I'm curious about your question here with regard to pre-populating CSIs.
What would be the ideal workflow for this to happen through your phone/Box Office staff receiving information via conversations with patrons? The only way I can imagine this happening would be through manual entry by the staff member receiving the information; how would the pre-populated CSI draw out information to put on the record in Tess without having input from the staff member?
Thank you,
Brian
You could just write a job to check using the same logic and stick a CSI on the persons account with some generic message. Maybe have it check every 15-30 minutes. I have a file (CSI BULK REPORT) in "My Files" under my profile that will show you how to insert a CSI to a persons account. Feel free to rip it apart to get the bits you need.
Travis
I don't think there is a way of pre-populating the CSI directly.
Travis's idea would work except fr the fact that I am guessing you need the CSI ceated whilst the customer is still there.
In theory you could take this information after the order has been cloed by Box Office. Once they cloe the order that update the Customer record updating activity date which will run LP_CUSTOMER_RANK
You coud add code to that the detects if the last order has a gift certificate in it and wasn't done by the web and a CSI wasn't already created for it. Then generates a CSI for that customer with the Notes field set as a Text Template.
Once the order has ave the Box office person can then load the last order, go to the customer record and open that CSI and fill in the details.
Bit clunky but may work.
Mark
Thanks for the thoughts, all. The idea of pre-populating is about getting the starts of each section to match the way the TNEW will populate the CSI, e.g. we might have a box for Recipient, another for Address and a third for Message. We'd want these specific words to appear in the CSI, but not rely on a member of staff remembering the order to put them in, how to spell them etc. We would want them to be able to add the details into this whilst the customer was present, yes.
I'll keep thinking on this and see what we can come up with. I have a feeling it's going to be easier to create an InfoMaker page for them to fill in on the Custom Tab, then get that to run the CSIs on as Travis describes.
Thanks again!