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Research Notes

Melissa Harty
$organization

I'm wondering if anyone knows/has designed a report that prints out Research/Notes by Note Type?

 

 

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  • $organization

    The Full Bio report does this already. Just select only “Notes” from the Sections parameter.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melissa Harty
    Sent: Friday, June 04, 2010 12:46 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Research Notes

     

    I'm wondering if anyone knows/has designed a report that prints out Research/Notes by Note Type?

     

     




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  • $organization in reply to Ryan Creps (Past Staff Member)

    Ryan, thanks fo the info. I got the notes to print by getting into the system tables like you suggested. I am trying though to use the Full Bio report to just print a specific note type only. Is that possible or is there a different "canned" report that we could use for that purpose?

    Thanks!

  • $organization in reply to George Syrigos

    Hey George,

    Not sure if this is helpful or not. We're working on a massive clean up of notes imported from our old ticketing system. In order to isolate these notes I've just been using pulling the info from SQL Server Management Studio using this script:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    where n.note_type=<enter note type number here>

    This gives you every customer and the note details for a specified note type.
    But if you're looking for a specific list of people you could easily add a list element in there:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    join T_LIST_CONTENTS l on l.customer_no=n.customer_no
    where n.note_type=<enter note type number here>
    and l.list_no=<enter list number here>

    I don't know of a report that will run for a specific type of note so this is the work around I've found.

    Hope it helps!

Reply
  • $organization in reply to George Syrigos

    Hey George,

    Not sure if this is helpful or not. We're working on a massive clean up of notes imported from our old ticketing system. In order to isolate these notes I've just been using pulling the info from SQL Server Management Studio using this script:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    where n.note_type=<enter note type number here>

    This gives you every customer and the note details for a specified note type.
    But if you're looking for a specific list of people you could easily add a list element in there:

    select n.customer_no,e.notes from TX_CUST_NOTES n
    join TX_CUST_NOTES_EXT e on e.cust_notes_no=n.cust_notes_no
    join T_LIST_CONTENTS l on l.customer_no=n.customer_no
    where n.note_type=<enter note type number here>
    and l.list_no=<enter list number here>

    I don't know of a report that will run for a specific type of note so this is the work around I've found.

    Hope it helps!

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