Constituent Notes pop-up

Former Member
Former Member $organization

Hello!

There is probably a very simple solution to this, but I am looking for a way to add constituent notes that will "pop-up" in the ticket order details screen.  I am not looking at adding notes to the ticket order itself (notes field), but only when a constituent's information is added to a new order, a pop-up notification that is based on the constituent itself and not the specific order.  Does this make sense?  

I am in a unique working situation where I work in multiple ticketing databases, and I noticed that when I use Archtics (Ticketmaster), there is a way to add notes (Hot patron, high donor, special seating requests, etc) that pops-up when I add that particular patron to a new ticket order.

Does this make any sense?  Any thoughts on how to do this in Tessitura?

Thank you!

 

Beth Jones

Parents
  • Former Member
    Former Member $organization
    Hi Beth, We create CSIs for individual patron issues, add an Action which we call Attention, and that triggers a highlighted Read CSI flag that appears in the constituent header. Not as handy as a pop-up would be as they have to pop into the constituent record (Ctrl+G) from the order, but it works pretty well. I don't think it's hard to create a flag - our database admin does that piece. Judy
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  • Former Member
    Former Member $organization
    Hi Beth, We create CSIs for individual patron issues, add an Action which we call Attention, and that triggers a highlighted Read CSI flag that appears in the constituent header. Not as handy as a pop-up would be as they have to pop into the constituent record (Ctrl+G) from the order, but it works pretty well. I don't think it's hard to create a flag - our database admin does that piece. Judy
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