Good afternoon,
We are looking to upload several records to Wealth Engine for screening. Has anyone created a report that will provide the fields necessary to upload their template without having to pull several reports and integrate the information into the template?
We are using V11 and have recently gone to RAMP.
I have a query that gives WealthEngine information based on a list. For this to work, the list should contain only households and individual records for those not in households.
I'll append the sql file to my profile.
Lucie
That will work. Thank you!
Michelle Wohlers
Tessitura and Data Services Manager
2014/2015 International Season:
La bohème, Don Giovanni, Nixon in China,
50th Anniversary Celebration Concert
http://www.sdopera.com/tickets/onsale
San Diego Opera 233 A Street, Suite 500
San Diego, CA 92101
Phone: (619) 232-7636
Fax: (619) 231-6915
www.sdopera.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler Sent: Monday, September 29, 2014 3:46 PM To: Michelle Wohlers Subject: Re: [Tessitura Development Forum] Wealth Engine information from Tessitura
From: Michelle Wohlers <bounce-michellewohlers7363@tessituranetwork.com> Sent: 9/29/2014 4:41:37 PM
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Michelle, whoever runs this query will need to update it, at the least, for customer type and address type (to get the proper business address), not to mention add any attributes you may be interested in.
This is perfect. Thank you.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lucie Spieler Sent: Tuesday, September 30, 2014 10:46 AM To: Michelle Wohlers Subject: RE: [Tessitura Development Forum] Wealth Engine information from Tessitura