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Expiring Credit Cards

Marie Kocher
$organization

Hello All!

Has anyone written a report or knows of a Tess standard report that will show credit cards and when they will expire?

Thanks,

Marie Kocher

Development Assistant

Kansas City Ballet

Parents
  • $organization
    Hi all,

    We have a custom List element called Credit Card Expiry Date that helps.  You just run a list of members with credit card expiry dates between x and y.  I'm not our SQL person, but the setup in T_KEYWORD and the query in List Manager are both below.   Hope that helps!  Catherine



    Select Distinct a.customer_no
     From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock)
    JOIN T_ACCOUNT_DATA e (Nolock) ON e.customer_no =  a.expanded_customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.card_expiry_dt between  '2014/01/01' And '2014/01/02 23:59:59'

    On 2/3/2014 6:24 PM, Kevin Madeira wrote:

    Hi Jess,

    There is the report "Purge Credit Card Account Data" that you can run regularly to get rid of credit card details that have expired or are about to - you specify the expiry date to control which cards you keep.

    This can be run in update or review mode.

    Cheers,

    Kevin

     

     

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 1/31/2014 1:11:45 PM

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Reply
  • $organization
    Hi all,

    We have a custom List element called Credit Card Expiry Date that helps.  You just run a list of members with credit card expiry dates between x and y.  I'm not our SQL person, but the setup in T_KEYWORD and the query in List Manager are both below.   Hope that helps!  Catherine



    Select Distinct a.customer_no
     From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock)
    JOIN T_ACCOUNT_DATA e (Nolock) ON e.customer_no =  a.expanded_customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.card_expiry_dt between  '2014/01/01' And '2014/01/02 23:59:59'

    On 2/3/2014 6:24 PM, Kevin Madeira wrote:

    Hi Jess,

    There is the report "Purge Credit Card Account Data" that you can run regularly to get rid of credit card details that have expired or are about to - you specify the expiry date to control which cards you keep.

    This can be run in update or review mode.

    Cheers,

    Kevin

     

     

    From: Jess Levy <bounce-jesslevy9859@tessituranetwork.com>
    Sent: 1/31/2014 1:11:45 PM

    Hi!

    Does anyone have a report that catches credit cards before they expire? I am looking for something that can be run a few days ahead of our monthly pledge billing to cut down on the number of transactions that cannot be processed.

    Thanks

    Jess Levy

    San Francisco Opera

    jlevy@sfopera.com

    415-565-3283




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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