Hello all,
We offer a set number of comp tickets to our business sponsors depending on sponsorship level and are looking to streamline our fulfillment process by tracking comp ticket usage for each sponsor in their Tess record. Currently, these comp tickets are requested through and booked by our Subscriptions Manager and we are using an Excel sheet to calculate the updated count of how many comp tickets a sponsor is entitled to based on how many have been requested/used. Has anyone come up with a more efficient solution within Tess for this kind of service?
Thanks!
Hey Cassie.
In the last org I was in we commissioned a set of custom screens that triggered off Membership levels, where by you can set you in-kind comp allocations and redeem them and also add a value to them. It was based off the RSCs shared report files from 2011. I might have a video I recorded during covid to onboard a new Corporate Partnership Manager somewhere
Hi Heath,
Thank you so very much for the response. When you say you commissioned, you mean you paid someone to develop those custom screens? Was that a local contractor or someone through the Tessitura Network?
There was a great custom tab in the shared reports which was a little outside my skillset. We engaged Tessitura consultation to modify it and install into our system as there was a few versions between when it was written and where we wanted to use it.
Got it. Thanks so much for the information, Heath!
If I was doing it from scratch now with slightly more paractice under my belt I would do it as a local (custom) System Table that self populates could have allocations numbers, in-kind $ etc added by staff and reservations, invoices, plan steps and redemptions populated from actual data etc etc. System Tables are not to difficult to put together in house and their is decent manual in help. You could then run reports from it or add it as a custom screen in the Constituent Screen.
Just a thought
Ah, good thinking!