Adding output to ackno processes report

I do not have the answer, though this is on our list of items to research and configure for our Development department. I am sure this is possible, though we are swamped and I haven’t found the time to fully research this.

We wish to additionally add:

                NRR Status

Macro Trend

Micro Trend

Research field or an alternate custom notes field

This would allow us to reduce our collection of acknowledgement letters by using these exported elements within the MS-Word merge process to select alternative text content. It would also speed up our acknowledgements processing by reducing time-consuming manual processing. If anyone has any ideas or examples, we would be very greatful!

Thomas R. Hand

Tessitura Database Administrator

135 North Grand Ave, Los Angeles, CA 90012

T: 213 972 7203 | F: 213 972 8001 | W: www.laopera.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Triland McConico
Sent: Monday, October 29, 2012 2:39 PM
To: Thomas Hand
Subject: [Tessitura Development Forum] Adding output to ackno processes report

Hello,

I'm trying to add an additional field to my output set for my ackno process.  The field is the reseach field of the account record.  Does anyone have experience doing that?

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Travis,

Thank you so much for the information below.  I have another question sorta’ off the subject: Have you gone through the process of setting up modifying your Print at Home PDF and Email confirmation?  I’m doing it for the first time and I’m really overwhelmed.

Triland L. McConico

Someone else might have a better idea, but here is my thought. You might have to create a view to pull from based on a specific note type though. You will probably have to create a function to append the multiple rows a single note might return. I think this due to a character limit in the note field in  tx_cust_notes_ext. If you need help with function email me. I have created a research note report that allows you to run by date range, user that created the note, list, or note type. Here is a bit of code to get  you started. Hope this helps.

Travis

select distinct top 10
a.cust_notes_no
,a.customer_no
,a.create_dt
,a.created_by
,a.note_type
,b.description as note_desc
,c.notes

from TX_CUST_NOTES a
join TR_CUST_NOTES_TYPE b on a.note_type=b.id
join tx_cust_notes_ext c on a.cust_notes_no = c.cust_notes_no