Howdy network!
We would like to use TNEW to take submissions for our New Works Festival. Everything is still analog right now, meaning the Festival director has to wade through over 100 physical script submissions in his office for months during the selection process. I'd like to find a way to utilize the Documents section of the Research tab in the constituent records to house a digital copy of the scripts. TNEW has all the account info capture capacity that we need but I'm wonering if anyone has devised a way for patrons to submit documents via TNEW as well. We'd like to do this without a customization but I think that won't be possible.
David,
Our local consortium has been working with Tessitura consulting on a customization for our education needs. With this customization, there are pre-cart questions/forms that can be filled out based on what has been added to the cart and that information is added to the Custom tab of the constituent record so that there isn't any (or there's much less) manual data entry post-transaction.
There's also the ability to have waiver forms signed (useful for ballet classes!) and have the system hold a copy of the waiver as signed (in case it changes later) so that our records are good over time.
Let me know if you'd like to chat more about this.
Thank you,
Brian
Sounds like we've been working on the exact same customization Brian! Does yours allow for the patron to submit a document of their own or are they just filling out pre-determined forms that you built?
Our customization does not allow for document upload; we just build forms and waiver information in the System Tables for the customer to fill out and get imported into the Custom tab.