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