Finding a Tess Constituent from a DPS Report

Hello all,

This may be old news to some, but I thought I would share how we resolved an occasional annoyance for our Finance team. Occasionally we have a transaction appear in our DPS Payment Gateway report that we need to trace back in Tessitura. This can be tricky when the credit card name is not the same as the Tess Constituent Name. 

To streamline the tracking down, we created a custom List Criteria in T_KEYWORD with the credit card reference number. That can be used to create a new List that contains the only Constituent with that value.

Here are the details in case it's of any use to anyone, or if anyone notices a glaring issue or possible improvement!

Best,

Nicholas 

Description: Credit Card Reference Number
Data Type: String
Edit Mask: None
Detail Tbl: T_PAYMENT
Detail Col: !.ccref_no
Category: Custom
Use for List: List Only
Multiple Value: unchecked
Keyword Desc: The Credit Card Reference Number to identify a constituent from a DPS transaction.