Adding an action to a CSI through a report

Hi

I think I've asked this question before on Listserves but don't know whether I got a response - and if I did I've forgotten it!

I'm looking to run a report on a group of open CSIs that, once run, adds an action to the CSI and closes it. Is this possible? If so, can anyone share a script or any pearls of wisdom about how to do it?

Thanks

Siobhan

Parents
  • Siobhan,

    Take a look at the Close Customer Service Issues Shared Report - Solution 173 on TASK:

     

    Close Customer Service Issues Report
    This utility report can be used to close a group of CSIs given at least a list and an
    activity type. There are more options for filtering (including Perf/Pkg) as well as a
    Review option.

     

    ______________________________________

    Ryan Creps

    Network Developer |Tessitura Network, Inc

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Siobhan Bennetts
    Sent: Thursday, May 07, 2009 8:12 AM
    To: Ryan Creps
    Subject: [Tessitura Technical Forum] Adding an action to a CSI through a report

     

    Hi

    I think I've asked this question before on Listserves but don't know whether I got a response - and if I did I've forgotten it!

    I'm looking to run a report on a group of open CSIs that, once run, adds an action to the CSI and closes it. Is this possible? If so, can anyone share a script or any pearls of wisdom about how to do it?

    Thanks

    Siobhan




    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!

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  • Thanks Ryan

    However, I need the report to run over a category rather than activity type as our activites are different brochures - this will then (in my mind!) print a different code on each label to indicate what brochure needs to be sent. It is probably just a case of rewriting that report myself.

    Siobhan x

  • You can probably strip out the activity type requirement from that report and make the requirement simply activity category.  Just a thought!

     

    ______________________________________

    Ryan Creps

    Network Developer |Tessitura Network, Inc

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Siobhan Bennetts
    Sent: Thursday, May 07, 2009 8:32 AM
    To: Ryan Creps
    Subject: Re: [Tessitura Technical Forum] RE: Adding an action to a CSI through a report

     

    Thanks Ryan

    However, I need the report to run over a category rather than activity type as our activites are different brochures - this will then (in my mind!) print a different code on each label to indicate what brochure needs to be sent. It is probably just a case of rewriting that report myself.

    Siobhan x

    From: Ryan Creps <bounce-ryancreps9649@tessituranetwork.com>
    Sent: 5/7/2009 10:24:00 AM

    Siobhan,

    Take a look at the Close Customer Service Issues Shared Report - Solution 173 on TASK:

     

    Close Customer Service Issues Report
    This utility report can be used to close a group of CSIs given at least a list and an
    activity type. There are more options for filtering (including Perf/Pkg) as well as a
    Review option.

     

    ______________________________________

    Ryan Creps

    Network Developer |Tessitura Network, Inc

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Siobhan Bennetts
    Sent: Thursday, May 07, 2009 8:12 AM
    To: Ryan Creps
    Subject: [Tessitura Technical Forum] Adding an action to a CSI through a report

     

    Hi

    I think I've asked this question before on Listserves but don't know whether I got a response - and if I did I've forgotten it!

    I'm looking to run a report on a group of open CSIs that, once run, adds an action to the CSI and closes it. Is this possible? If so, can anyone share a script or any pearls of wisdom about how to do it?

    Thanks

    Siobhan




    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!

    No virus found in this incoming message.
    Checked by AVG - www.avg.com
    Version: 8.5.325 / Virus Database: 270.12.18/2096 - Release Date: 05/06/09 17:58:00




    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!

    No virus found in this incoming message.
    Checked by AVG - www.avg.com
    Version: 8.5.325 / Virus Database: 270.12.18/2096 - Release Date: 05/06/09 17:58:00

  • We use the 'CSI information request labels' report. 

    We have all our brochures listed as information requests and when the labels are printed it closes the CSI and prints the request type on the label.  The format is not great but it doesn't take long to export and re-format. 

    I think it's a standard one?

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