Constituent Records

Hello Everyone!

Does anybody know of a way to flag up unwanted customers on Tessitura?

 I have already inactivated the record, but very aware that if anyone sees that they will just re-enter the customer in the system.

Is there a simple solution to my problem?

Thanks

Jennie

Parents
  • We have a CSI type that puts a warning constituency into an account. It’s the highest ranked constituency, so it is always first. The constituency short description is “!!!”. Anyone who sees this knows to look into the account to see what the issue is with the customer. This is used for people who have a history of credit card chargebacks, bounced checks, and other types of unpleasantnesses. If the CSI is resolved, the constituency disappears.

     

    ________________

    Lucie Spieler

    IT Development and Training Manager

    Florida Grand Opera

    8390 NW 25th Street

    Miami, FL 33122

    305-854-1643 ext 1521

    www.FGO.org

Reply
  • We have a CSI type that puts a warning constituency into an account. It’s the highest ranked constituency, so it is always first. The constituency short description is “!!!”. Anyone who sees this knows to look into the account to see what the issue is with the customer. This is used for people who have a history of credit card chargebacks, bounced checks, and other types of unpleasantnesses. If the CSI is resolved, the constituency disappears.

     

    ________________

    Lucie Spieler

    IT Development and Training Manager

    Florida Grand Opera

    8390 NW 25th Street

    Miami, FL 33122

    305-854-1643 ext 1521

    www.FGO.org

Children
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