Does anyone know if it is possible to search by the name that appeared on a check that had been given as a contribution once it had been entered into Tessitura??Thanks - Sarah
Not out of the box, I don't think, but you could add check_name to t_keyword so you could use it in list manager. Basically just copy everything from the check number line, but change the value to check_name instead.
If you have access to the manual edit part of List Manager, you can paste in the query below to get anyone with a check or credit card with the name “Spieler” somewhere in the payment name.
Select Distinct a.customer_no
From t_customer a (NOLOCK)
JOIN T_PAYMENT e (NOLOCK) ON a.customer_no = e.customer_no
Where IsNull(a.inactive, 1) = 1
AND e.check_name like '%Spieler%'
You can limit by payment method (check only) if you can find the row id used for checks in your system. In ours, “Check” has an id of 3. (However, we actually have 12 payment methods that have the word “check” in the description, depending on which account the check gets deposited into, whether it’s a check or a refund, and other variables, so you might want to use the above query to search for more than one payment method, even if you’re only looking for “check”.)
AND e.pmt_method = 3
If you can’t use manual edit in List Manager, a friendly IT person should be able to use these queries above to help you. You’ll want to replace my last name with the one you’re looking for, leaving the percentage signs in, either way! You could narrow your search by adding more of the name (i.e. ‘%Lu%Spieler%’), but don’t get too specific, if you can help it. Who knows how the data entry person actually entered the name. What if the check came from the spouse of the person you think you’re looking for?
Lucie
Florida Grand Opera