Hello,
We are looking to see how other organizations are handling group sales tracking in Tessitura. We've looked into using plans, but those don't quite fit our needs as we would need 1 plan per order and often have multiple orders for groups. When we tested it the system only allowed 1 plan per constituent at a time.
We are currently using the Hold Until date on group tickets orders to track their final balance due and then run an order export a few times a week to track them. But we also need to be able to track their deposit amount due and deposit due date, which we are doing in an order note and on a separate spreadsheet at the moment. We would love to find a way to better utilize Tessitura to be able to track group sales. We are finding the order export method a little clunky and analytics does not have the hold until dates for orders.
Thanks,Daniel
Have you thought about using CSI's? You can associate those with a specific performance, and have as many as you want. I'd just create a category / activity type for group sales related activities, and you can report on them very easily. You could also add actions to track specific things like deposit paid. You can't really track money with them, but it would give you information. For tracking money, do you use a specific source for group sales?
I second the use for CSI's. We use them for all of our groups because you can enter whatever info you want in the open fields while also tracking 4 parameters you want to filter by.