I'd like to hear what other's restrictions are for merging account records. We never really had any hard and fast policy or guidelines, but generally we kept this as a "Box Office Only" issue due to the vast amount of ticket history and data. Is this too restrictive? Should other Departments be allowed to have the ability to identify and queue account record merges? I'd apprecaite your thoughts and opinions. Thanks!
From: "Randall Mitchell" <bounce-randallmitchell8646@tessituranetwork.com>To: bvarro@smm.orgSent: Tuesday, June 29, 2010 11:42:11 AMSubject: [Tessitura Technical Forum] merging account records; something for ALL or just ONE?I'd like to hear what other's restrictions are for merging account records. We never really had any hard and fast policy or guidelines, but generally we kept this as a "Box Office Only" issue due to the vast amount of ticket history and data. Is this too restrictive? Should other Departments be allowed to have the ability to identify and queue account record merges? I'd apprecaite your thoughts and opinions. Thanks!--View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/2806/9519.aspx#9519 or reply to this message--This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you! Spam Not spam Forget previous vote
I'd certainly apprecaite seeing what you have - thank you for your offer. you can email me directly at rmitchell@phoenixsymphony.org.
I may also take you up on your offer of calling you in a bit as well.
thanks!!
Randy
It’s really great, Thank you for offering and I would be happy receiving what you have. We are in the process of merging lots of accounts and have found out that we should consider some steps before the merges happen.
You can e-mail me at svillaraga@kwsymphony.on.ca
Many thanks again,
Sandra
Sandra Villaraga, Development Coordinator
Kitchener-Waterloo Symphony kwsymphony.ca
519.745.4711 x 275
2010/11 Subscriptions on Sale Now!
Make Time for Great Music
KWS Patron Services: 519.745.4711 | 888.745.4717 Subscribe Now
I support the Kitchener-Waterloo Symphony BECAUSE they send 126 musicians into 35 area schools, serving over 10,000 school children each year!
Please play your part today donate today
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Randall Mitchell Sent: Tuesday, June 29, 2010 12:57 PM To: Sandra Villaraga Subject: Re: [Tessitura Technical Forum] merging account records; something for ALL or just ONE?
From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com> Sent: 6/29/2010 11:51:32 AM
We spent a lot of time on this, and came up with a very specific set of rules to allow various departments to merge accounts, while also identifying any accounts that should only be merged by certain departments because of detailed or sensitive information. I'd be happy to share our (rather long) Duplicate Merging Manual with you if you'd like, and we can have a more detailed discussion once you've reviewed it. We felt all departments needed some dupe merging power, as our ticketing department doesn't always have time to merge accounts immediately, and it's a higher priority for some other departments. Beth
* * * * * The Dead Sea Scrolls: Words That Changed the World exhibition is at the museum through October 24, 2010. Witness authentic 2,000-year-old manuscripts, including the earliest biblical writings. Spiritually significant. Scientifically stunning. Visit www.smm.org/scrolls. Elizabeth A Varro Membership Manager Science Museum of Minnesota (651) 265-9829
From: "Randall Mitchell" <bounce-randallmitchell8646@tessituranetwork.com> To: bvarro@smm.org Sent: Tuesday, June 29, 2010 11:42:11 AM Subject: [Tessitura Technical Forum] merging account records; something for ALL or just ONE? I'd like to hear what other's restrictions are for merging account records. We never really had any hard and fast policy or guidelines, but generally we kept this as a "Box Office Only" issue due to the vast amount of ticket history and data. Is this too restrictive? Should other Departments be allowed to have the ability to identify and queue account record merges? I'd apprecaite your thoughts and opinions. Thanks! -- View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/2806/9519.aspx#9519 or reply to this message -- This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you! Spam Not spam Forget previous vote
From: "Randall Mitchell" <bounce-randallmitchell8646@tessituranetwork.com> To: bvarro@smm.org Sent: Tuesday, June 29, 2010 11:42:11 AM Subject: [Tessitura Technical Forum] merging account records; something for ALL or just ONE?
-- View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/2806/9519.aspx#9519 or reply to this message -- This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Spam Not spam Forget previous vote
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Due to the fact that some parts of a constituent record are visible to some departments and not others, we have set up a process for reviewing potential duplicates using CSIs. We have a category called Merge Constituents, with Activity Types of Box Office Review, Development Dept Review and Tessitura Manager Review. There is documentation and a checklist of different areas of the record to check and then the Tessitura Manager is the one who actually schedules the merge. In many cases the review process can be bypassed because the dupe record is just the result of a web sale, but in others we find it necessary to have more than one set of eyes review before the merge takes place.
Duane
From: "Sandra Villaraga" <bounce-sandravillaraga1893@tessituranetwork.com>To: bvarro@smm.orgSent: Tuesday, June 29, 2010 12:07:15 PMSubject: RE: [Tessitura Technical Forum] merging account records; something for ALL or just ONE? It’s really great, Thank you for offering and I would be happy receiving what you have. We are in the process of merging lots of accounts and have found out that we should consider some steps before the merges happen. You can e-mail me at svillaraga@kwsymphony.on.ca Many thanks again, Sandra Sandra Villaraga, Development Coordinator Kitchener-Waterloo Symphony kwsymphony.ca 519.745.4711 x 275 2010/11 Subscriptions on Sale Now! Make Time for Great Music KWS Patron Services: 519.745.4711 | 888.745.4717 Subscribe Now I support the Kitchener-Waterloo Symphony BECAUSE they send 126 musicians into 35 area schools, serving over 10,000 school children each year! Please play your part today donate today From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Randall Mitchell Sent: Tuesday, June 29, 2010 12:57 PM To: Sandra Villaraga Subject: Re: [Tessitura Technical Forum] merging account records; something for ALL or just ONE? I'd certainly apprecaite seeing what you have - thank you for your offer. you can email me directly at rmitchell@phoenixsymphony.org. I may also take you up on your offer of calling you in a bit as well. thanks!! Randy From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com> Sent: 6/29/2010 11:51:32 AM We spent a lot of time on this, and came up with a very specific set of rules to allow various departments to merge accounts, while also identifying any accounts that should only be merged by certain departments because of detailed or sensitive information. I'd be happy to share our (rather long) Duplicate Merging Manual with you if you'd like, and we can have a more detailed discussion once you've reviewed it. We felt all departments needed some dupe merging power, as our ticketing department doesn't always have time to merge accounts immediately, and it's a higher priority for some other departments. Beth * * * * * The Dead Sea Scrolls: Words That Changed the World exhibition is at the museum through October 24, 2010. Witness authentic 2,000-year-old manuscripts, including the earliest biblical writings. Spiritually significant. Scientifically stunning. Visit www.smm.org/scrolls. Elizabeth A Varro Membership Manager Science Museum of Minnesota (651) 265-9829 From: "Randall Mitchell" <bounce-randallmitchell8646@tessituranetwork.com> To: bvarro@smm.org Sent: Tuesday, June 29, 2010 11:42:11 AM Subject: [Tessitura Technical Forum] merging account records; something for ALL or just ONE? I'd like to hear what other's restrictions are for merging account records. We never really had any hard and fast policy or guidelines, but generally we kept this as a "Box Office Only" issue due to the vast amount of ticket history and data. Is this too restrictive? Should other Departments be allowed to have the ability to identify and queue account record merges? I'd apprecaite your thoughts and opinions. Thanks! -- View this message online at http://www.tessituranetwork.com/COMMUNITY/forums/p/2806/9519.aspx#9519 or reply to this message -- This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you! Spam Not spam Forget previous vote This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you! Spam Not spam Forget previous vote This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!