Research Notes

Beth, thanks for getting back to me. We are a small organization without a tech department and without the additional SQL Studio. I can just work from whatever the standard Tess reports are. At this point I am trying to get the Full Bio report to save in excel so that I can then manipulate it quickly but the notes fields refuse to come over (probably because of too much text).

I tried to just print out portions of the report from what I see on screen but no luck again, I keep on getting the first page!

Any ideas?

Thanks again,

George

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!

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!

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