Hi there!
I'm looking for a solution to help streamline a somewhat cumbersome process for our sales reps. In one of our facilities, most of our ADA seats are "sleds" that we can slide seats into or out of. This gives us the flexibility for more wheelchair accessible spaces, or you can slide in the seat for someone with mobility needs that wants a seat. The problem with them is they are cumbersome to take in and out. To help, we have a process where reps add a CSI when a seat is sold into, noting whether the space needs a seat or should be open for a wheelchair. Then our house management can have it prepared before house opens.
Functionally, online we have a survey set up so that the patron gets a question when they purchase the seat and that is created in a CSI - works great! When sold by a rep, the rep needs to input the CSI.
Unfortunately, reps often forget to input their CSI. I was hoping I could utilize the survey function to gather this info. In an ideal world, this is how it would work:
1. Rep selects a seat with a "Wheelchair" seat type.
2. A pop up comes up asking if the patron needs a seat, or will be in a wheelchair. Rep selects appropriate answer.
3. A CSI is generated with the answer and tied to a specific CSI path and the performance purchased.
Has anyone made this kind of functionality work anywhere? Would this require some kind of customization, or is there a way to make it work out of the box?
Thanks for any ideas you may have!
Kim
Hi Kim,
Great question! I have inquired of something similar - a "pop-up" notification when a certain patron is added to a sales order. If anyone else has any ideas about this, I am all ears. :)
But in the meantime, we train our reps to watch out for particular Attributes/Constituencies Tags to prompt sales questions. Specifically Accessible tags we label as MED. When this Constituency appears on a patron account, we automatically look at the patrons' CSI to see about seating or notes from previous orders. Adds time to a sales order, but helps overall in guiding the sale to better seating choices.
Hope this help!
Cheers,
Beth