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FEATURE GUIDES & WEBINARS UPGRADE & RELEASE NOTES HELP DOCS & FAQs








FEATURE GUIDES

  VISTA Membership Configuration Guide (266k, PDF)
This guide is designed to help you take advantage of the latest structural changes in the Membership module in versions 6.0.1.18 and higher. It steps you through the new Membership upgrade process providing you the ability to easily make adjustments to existing memberships and manage additional card holders.
VISTA Data Exchange RE SQL Guide (1MB, PDF)
This guide will help you in becoming familiar with the basic concepts required to use the VISTA Data Exchange Utility from a Raiser's Edge linked database.
VISTA Data Exchange CSV Import Guide (1MB, PDF)
This guide will help you in becoming familiar with the basic concepts required to use the VISTA Data Exchange Utility from file containing comma-separated (CSV) fields of data.
VISTA Data Exchange Scheduler Service Installer Guide (235k, PDF)
This guide provides step-by-step instruction on installing the service required for automated import routines using Data Exchange.
VISTA Individual Data Cleanup Utility (314k, PDF)
This guide instructs you how duplicate Individual data can now be easily located and merged using the Individual Data Cleanup Utility. For clients using VISTA's Membership module, the utility also provides a process to cleanup duplicate Membership data.


RECORDED WEBINARS

VISTA Managed Membership Webinar & Feature Guide
This session will show you the step-by-step processes for setting up a VISTA database to sell and manage Membership records. Procedures for both the Back Office and Front Desk modules will be covered.
Please download the following prior to viewing: VISTA Managed Membership Syllabus

Data Exchange for RE SQL Webinar & Feature Guide
This session will provide an in-depth demonstration of the Data Exchange (DEx) Utility usage in order to import membership records from a SQL Server linked Raiser's Edge database.
Please download the following prior to viewing: Data Exchange for RE SQL Syllabus

Data Exchange for CSV Webinar & Feature Guide
This session will provide an in-depth demonstration of the Data Exchange Utility usage in order to import membership records from a third-party provided comma-separated (CSV) file. Please download the following prior to viewing: Data Exchange for CSV Imports Syllabus

Using the Individual Data Cleanup Utility
Duplicate individual records can now automatically be located and merged. In this session, we will use custom searching criteria to locate and create an interactive list of duplicate records. From this list, we will see how to perform by-record merges followed by a fully automated one.
Please download the following prior to viewing: Individual Data Cleanup Syllabus

What's new in VISTA 6.0 Webinar
This online Webinar introduces new users to the enhanced functionality designed to make program and event creation easier to schedule, combos and pricing easier to configure, and the overall visitor management process easier to manage. Additionally this Webinar demonstrates several new PA-DSS controls implemented in VISTA 6.0.

Best Practices for Building Your Front Desk
This online Webinar provides you with instruction & best practices for configuring and using the Front Desk module in VISTA 5.0 & 6.0. We highly recommend this Webinar for clients who are upgrading from an earlier version of VISTA.

COMBOS 101 - Driving Your Revenue & Improving Productivity
This online Webinar discusses in-depth functionality and configuration of VISTA. Combo line item types for use in selling multi event tickets & inventory in VISTA 5.0 & 6.0.

HELP DOCS & FAQs

VISTA Membership Configuration Guide (266k, PDF)
This guide is designed to help you take advantage of the latest structural changes in the Membership module in versions 6.0.1.18 and higher. It steps you through the new Membership upgrade process providing you the ability to easily make adjustments to existing memberships and manage additional card holders.
  VISTA Integrated Payment System FAQs - TM Charge (762k, PDF)
This document is intended to provide Ticketmaster VISTA clients with a clear understanding of TM Charge which integrates with the VISTA software product.
VISTA Membership Update (89k, PDF)
In order to take advantage of the improved Membership functionality offered in the latest VISTA product releases (versions 5.0.4.42 & 6.0.1.18) you first need to run the VISTA Membership Update. This easy to use tool will make the appropriate updates to the VISTA database, and provide users with access to the recent product enhancements. This update is necessary only for those clients upgrading from releases prior to VISTA version 5.0.4.42, or 6.0.1.18

UPGRADE & RELEASE NOTES

Version 6.0 Release Notes (4MB, PDF)
An in-depth guide detailing how to upgrade and implement the latest features, meet technical requirements. Understand PA-DSS functionality and requirements set forth by the Payment Card Industry (PCI), and instructions for the improved functionality in VISTA 6.0.




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