|
Hugo Azzolini
|
August 28, 2013 at 7:48 am
Hi.
My client is facing an issue with EE, and I wanted to see if any of you could identify whether the functionality exists within the EE core.
Basically, they have a brick and mortar Box Office that processes ticket orders in person and over the phone. Periodically throughout the day, they will need to manually input the orders that EE collects into their CRM system.
The issue arises from the ability to view/sort attendees: they ideally need to be able to ‘mark’ attendees (To indicate that they have been added to their external CRM) and to view all ‘unmarked’ transactions.
Is there a baked in solution that you can point me toward?
|
|
Jonathan Wilson
|
August 28, 2013 at 11:50 am
Hi Hugo,
I’m not sure I understand exactly what you are needing. Can you explain a little more?
What do you mean by “mark” attendees?
You can enter attendees manually into Event Espresso by clicking on Attendees next to the event in the Event Overview. Is this not what you are needing?
|
|
Hugo Azzolini
|
August 30, 2013 at 1:54 pm
Hi Jonathan.
I’ll try to explain more clearly.
My clients are a Philharmonic Orchestra, who perform in various venues throughout town. They have an inventory management system (Independent of Event Espresso), where they assign seating for their patrons.
At various times in the workday, they will need to input information from the Event Espresso transactions into their system. In order to keep from inputting a transaction twice, they need a method of flagging (or maybe archiving) processed transactions.
It seems that Payment Status is the most obvious method of doing this, but I see the need for the three (Incomplete, Pending & Complete) to remain intact.
So, is it possible to add a custom Payment Status that would allow them to easily differentiate between orders that have processed and orders that have not? Or is there a different method you can recommend for accomplishing this action?
Thanks.
|
|
Jonathan Wilson
|
August 30, 2013 at 4:37 pm
Hi Hugo,
This could take custom development to add an additional payment status. Unfortunately, at this time, we can’t take on any custom projects.
If you would like, you can submit your request to one (or all) of our pro-developers to see if one is able to work with you.
https://eventespresso.com/developers/event-espresso-pros/
|
|
Hugo Azzolini
|
September 5, 2013 at 9:05 am
Thanks Jonathan.
|
|
Jonathan Wilson
|
September 5, 2013 at 11:39 am
You’re quite welcome. Let us know if you have anymore questions.
|
