Hey Experts -
Does your organization track refund reasons in Tessitura? If so, how do you do that? We are an outdoor museum so sometimes we close due to weather or things outside of our control. We would love to be able to track the reasons for each refund with the refund in the system.
Thanks!
*cross-posted in Finance forum.
All of our representatives are told to create a note in the connections tab to track refunds, or exceptions in general. This way, we can also check to see if we've already made exceptions for patrons, etc. before providing another exception.
This is our tack too (research tab in our case), although I don't think it has been re-trained post-pendemic. I did set up our flex headers to show a little warning symbol when there's a note in the research tab which is handy.