Creating banner for CSI?

Hi everyone-

We would like to use a CSI as a place to store messages/comments regarding a constituent that are not specific to an order or season. We want to create a banner that pops up for our Ticket Agents instructing them to look at the CSI. Has anyone done this? If so, where do I go to create this banner and tie it to a specific type of CSI? Any information you may have would be greatly appreciated.

Sarah J. Hom, Manager of Ticket Services

The Colorado Symphony

  • Hi Sarah,

    We did it at Musica Viva. You might want to investigate Flex Headers as being a quick way to do it. We made ours under the old system, where everything had to be done with stored procedures and Infomaker templates. The nice thing about the old system is that you can make a CSI logo appear in a big obnoxious style across the top of the header so it can't be ignored easily. (We use the logo from the TV show, so it's quite conspicuous.)

    In terms of how to do it, the steps are:

    1) You set up a stored procedure that pulls the information that you want and spits it out as a single line result set. (Details for this are in the documentation.)

    2) In this particular case, you want to create a flag that says whether there is an open CSI. Here is the code that I have that looks it up:

     

    If Exists (Select *
        From [dbo].VS_CUST_ACTIVITY a
            JOIN [dbo].TR_CUST_ACTIVITY_CATEGORY c
    on a.category = c.id
        Where a.customer_no = @customer_no
        --and a.urg_ind = 'Y'        -- issue is marked urgent
        and coalesce((Select top 1 res_ind
                From [dbo].t_issue_action x
                Where a.customer_no = x.customer_no
                and a.activity_no = x.activity_no
                Order By x.action_dt desc),'N') = 'N'
        and    Coalesce(c.auto_close,'N') = 'N'
        )
        Set @open_csi_ind = 'Y'
    Else
        Set @open_csi_ind = 'N'

     

    3) Then make a copy of the standard Infomaker header and give it a new name. Then, in the documentation again, follow the instructions for making images appear and disappear given certain criteria. In this case, if @open_csi_in = 'Y' then you want the CSI image to appear.

     

    And that's it, really. Hope it goes well.

  • Sorry, should have added this link. Here is the custom header documentation that I was talking about:

    http://www.tessituranetwork.com/network/Learning/Documentation/Customization/Custom%20Constituent%20Headers.aspx