Is it possible to transfer a Source from one Appeal to another?
My Customer Service team is insistent on using Source 9 for any generic call-in orders that are not otherwise related to a specific marketing effort. That's what they're used to, and I can't blame them for wanting to use a single-digit source.
However, Source 9 was originally intended for tracking incoming calls specific to a particular membership campaign, and as you can imagine, it's causing things to look very odd in reporting.
While I'm sure plucking a Source out of one Appeal into another violates best practices, we're already not using best practices for Sources and Appeals, and this is part of my attempt to course-correct.
Is it even possible?
Thanks,
Shelly Binkley
Business Systems Analyst
Museum of the Bible
Shelly,
I will second what Sara said when it comes to moving a source number BEFORE it has been used. I think it does violate some form of best practice, but we have done this before with no ill effects so that does not bother me.
AFTER it has been used, though, I would discourage that. There are a number of tables on which the source number is used and tied up with the appeal and/or campaign with which it is associated, and they are not always immediately apparent. If you really need to move a source number after it has been used, I would probably recommend reaching out to Tessitura on that one (unless someone else has already done that and has the code ready to share on it?).
Lastly, there is always the option of just creating a new source code. Though of course it might not be as easy to remember for staff as the number 9 (!!), it would solve the issue in a much easier fashion. Source numbers come and go quickly, that is their nature.
Just my two cents.
John
Agreed.