Constituent Alert

Jennifer,

We flag accounts for various reasons with research notes that then triggers an icon on the constituent header.  This gives the box office a quick and visible indication that a patron is handicapped, needs extra room or larger seat, etc. It has been very successful so far and was very quick and easy to set up.

Teresa
AT&T Performing Arts Center 

How do you set this up?

Hi Loraine,

At ATTPAC, we have a heavily modified custom header for most user groups. It is possible to display an image (icon) in the header with the visibility of that image controlled by logic in the Infomaker report that acts as the header.  This approach will require some work from someone with Infomaker and SQL knowledge.

However, beginning in V11 there is another option. (Caveat: we haven't implemented this but I've studied it at some length).

Flex headers allow users without extensive report writing or SQL knowledge to create custom headers.  Flex headers are (ironically)  not as flexible as infomaker headers, but they can be administered through system tables and make it easier to make changes.  Setting up the elements in a custom header requires about the same amount of knowledge as adding custom list criteria or output set elements.  you can learn more about flex headers at http://goo.gl/s6l94Z.

One way to set up the notifications mentioned in this thread is to create a specific research note type for the alert you want.  A user would add a note of that type to the customer record and the header would be configured to display an icon or piece of text only when that note type exists.

The same type of logic could be used to display the notification based on an attribute, open CSI, or almost any other piece of information attached to the customer record.

- Levi

Hi Loraine,

At ATTPAC, we have a heavily modified custom header for most user groups. It is possible to display an image (icon) in the header with the visibility of that image controlled by logic in the Infomaker report that acts as the header.  This approach will require some work from someone with Infomaker and SQL knowledge.

However, beginning in V11 there is another option. (Caveat: we haven't implemented this but I've studied it at some length).

Flex headers allow users without extensive report writing or SQL knowledge to create custom headers.  Flex headers are (ironically)  not as flexible as infomaker headers, but they can be administered through system tables and make it easier to make changes.  Setting up the elements in a custom header requires about the same amount of knowledge as adding custom list criteria or output set elements.  you can learn more about flex headers at http://goo.gl/s6l94Z.

One way to set up the notifications mentioned in this thread is to create a specific research note type for the alert you want.  A user would add a note of that type to the customer record and the header would be configured to display an icon or piece of text only when that note type exists.

The same type of logic could be used to display the notification based on an attribute, open CSI, or almost any other piece of information attached to the customer record.

- Levi