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Searching for bio information in Research

Melissa Voigt
$organization

Is anyone familiar with a way to search for content in the Research section under the History tab?

I am looking to find a new patron that has been involved with a particular company we are trying to connect with. We have many new patrons, so I don't remember this person's name; however, I know when I did research on this individual, this company came up with their involvement in some capacity.

Thank you,

Melissa Voigt

Sarasota Opera

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  • $organization

    Yeah cool.  Research notes?

    So if you want to create a list of people that have a certain string of words in a notes field open a new list and using Show Query, paste in this to search research notes 

    Replace HEATH with the thing you are looking up

    Select DISTINCT a.customer_no from 
TX_CUST_NOTES a with (NOLOCK)
join TX_CUST_NOTES_EXT b with (NOLOCK) 
	on a.cust_notes_no = b.cust_notes_no 
where notes like '%HEATH%'

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  • $organization

    Yeah cool.  Research notes?

    So if you want to create a list of people that have a certain string of words in a notes field open a new list and using Show Query, paste in this to search research notes 

    Replace HEATH with the thing you are looking up

    Select DISTINCT a.customer_no from 
TX_CUST_NOTES a with (NOLOCK)
join TX_CUST_NOTES_EXT b with (NOLOCK) 
	on a.cust_notes_no = b.cust_notes_no 
where notes like '%HEATH%'

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