Hi all,
We're brand new to Tess, and seem to have stumped our implementation specialist. Hopefully someone else has sorted this out.
We're migrating from Paciolan, and our patrons became used to our ability to send them an overview of all "active" tickets on their account, after all exchanges have taken place. Context: We take exchange requests for known conflicts (or concerts they don't want to see) BEFORE printing season tickets to a) save ticket stock, and b) provide our patrons with tickets for the season that are as final as possible.
An example of this Pac Account Summary is attached.
Is there anything "out of the box" that can provide a listing of all active tickets, with event date/time, seat location, and so on, across ALL orders for any one constituent? We have multiple "seasons" (ie. Philharmonics, Pops, Compose Your Own, etc) that each concert ticket is bucketed into.
Any help you can give would be amazing. I really have tried to self-help. But there is so much documentation available that despite a search, I can't find a reference to this. I also know I may be using wrong terminology...Tess has it's own lingo which trips up searches, I'm sure.
Thanks in advance!
~ Emily
2816.Example Patron Summary (Pac)_05 03 19.pdf
Would the order export utility report work? It can only be run by one season at a time; and maybe you could do an ad hoc list of the one patron asking for his/her account history???? Test it in Test.