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
  • Former Member
    Former Member $organization

    Jennie,

    We also handle these with a CSI, and we add an Action to it (called ATTENTION) which generates a Flag (“READ CSI”) in the constituent header. The flag is very visible and our staff know that they have to read the CSI before doing anything with the patron. Resolving the issue removes the flag. Feel free to contact me if you want more details.

    Judy

    Judy Anderson

    Associate Box Office Manager

    Guthrie Theater

    612.225.6197

    ___________

Reply
  • Former Member
    Former Member $organization

    Jennie,

    We also handle these with a CSI, and we add an Action to it (called ATTENTION) which generates a Flag (“READ CSI”) in the constituent header. The flag is very visible and our staff know that they have to read the CSI before doing anything with the patron. Resolving the issue removes the flag. Feel free to contact me if you want more details.

    Judy

    Judy Anderson

    Associate Box Office Manager

    Guthrie Theater

    612.225.6197

    ___________

Children
No Data