When selling subscription tickets (we are a symphony orchestra with various series)do you use the "Upgrade" feature for seating change requests active year to year? In other words, does anyone maintain the text data as an archive or history of the customer's seating requests. This data can be helpful to note how many years someone may have been asking for a particular seat location, or if there are specific seating needs, such as ADA issues, etc.

Hi, This is my first season with PE and we started using the upgrade list right away for our various seasons. Symphony, amateur theatre company, professional theatre company etc. I find this to be a very usful tool and you're right about allowing to view requests year by year. I plan to archive all this information. RPM

I am trying to understand what you are asking. Do you want to know if anyone is using this functionality? From looking in the latest version of CRM document. This is were you would put information regard requirements dealing with seats. Of course this is only if the client is wanting to upgrade their seats. Maybe currently they have balcony seats and want floor but need to have outside seats. Then you would use the notes to list the reason/requirements. At least I think so. This is a feature I didn't know about and not 100% sure. What exactly are you wanting to do?

Ok so you will probably want to archive/save the information. This way you have it incase they come back later and say they didn't want this seat or that it doesn't met their needs like they said.

In response to the question about what is being asked. We have been using the Upgrade text option for about 3 seasons now. Yes, we use it for any existing subs with a seat change request regardless of whether it is an upgrade in seating or not. (We use the Waitlist for new subscriber wantabee requests) What I wanted to know was if anyone saves or keeps the information in the Upgrade, season after season. This is very helpful to refer to each year to see how long a customer may have been asking for a particular seat or to determine health issues over a period of time. (According to Stephen Blackmore at Blackbaud, there is no limit to the number of Upgrade comments/lists you want to add tho you are limited to 500 characters per entry)We maintain notes on customers in the Remarks area of the CRM for referral. It helps us to get a total profile of the customer and rather than taking the info from Upgrade and putting into Remarks, I am thinking we may just keep the seating requests in Upgrade for reference if needed.

Yes. I agree. No since in keeping same info in 2 places. Just make a call - either keep it in upgrade or remarks. Just need to be consistent. I wish I could give experience advice. We are in the process of implementing PE and PEO both version 3.2. So i have not used it in a live enviroment.