Constituent Records

Hello All

I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all all purchases (with the Form of Payment) for multiple years also.

So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

That would be so helpful, thank you

Debbie

Parents
  • Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

Reply
  • Hi Sabina

     

    Not a bad thought, but it listed all the transactions for a day or date range.

    I need it to be for a customer record only and could be over a few years.

     

    Thanks for the suggestion, much appreciated!

    Debbie

     

     

     

    Debbie Wallin

    Accounting Manager

    Direct Line:  (204) 957-3473

     

    Description: http://www.rwb.org/Portals/0/newsletterpics/therwblogo.jpg

    380 Graham Ave.

    Winnipeg, MB   R3C 4K2

    www.rwb.org

     

    Description: donate

     

    From: Sabina Spilkin [mailto:bounce-sabinaspilkin7252@tessituranetwork.com]
    Sent: November-01-12 1:39 PM
    To: Debbie Wallin
    Subject: RE: [Tessitura Next Generation Forum] Constituent Records

     

    Debbie

     

    There is a report in the Finance folder ‘Transactions by Posting’ that might be helpful.

     

    Sabina

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Debbie Wallin
    Sent: Thursday, November 01, 2012 10:37 AM
    To: Sabina Spilkin
    Subject: [Tessitura Next Generation Forum] Constituent Records

     

    Hello All

    I am so hoping that someone can help me.  I am wondering if there is a report that will show all transactions on a Constituent Record.  So something will show all purchases (with the Form of Payment) for multiple years also.

    So if we had a customer purchase ballet tickets, took some of our education classes, in both of our Professional Division and Rec Division.

    That would be so helpful, thank you

    Debbie




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

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