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Payment Method Query Element and List Criteria

Seth Ghitelman
$organization

Has anyone created payment methods as query elements?

I am looking to create a query of contributions by payment method such as gift-in-kind or Stock gifts. Also looking to be able to output the payment method.

Thanks for any advice.

 

 

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  • $organization

    Seth –

    I’ll send them to your email address shortly!

     

     

    Best,

     

    Stacey

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Seth Ghitelman
    Sent: Tuesday, November 01, 2016 9:49 AM
    To: Stacey Voigt
    Subject: Re: [Tessitura Technical Forum] Payment Method Query Element and List Criteria

     

    Stacey -

     

    Thanks for the response. The order payment method and the generic would be great. I am pretty sure I can edit the order element to get it to work for contributions.

     

    Seth Ghitleman

    sghitelman@mountvernon.org

    From: Tessitura Technical Forum <forums-technical@tessituranetwork.com> on behalf of Stacey Voigt <bounce-staceyvoigt1752@tessituranetwork.com>
    Sent: Tuesday, November 1, 2016 12:21:11 PM
    To: Ghitelman, Seth
    Subject: Re: [Tessitura Technical Forum] Payment Method Query Element and List Criteria

     

    Hi Seth,

    We do have a list criteria for Payment Method, but it's tied specifically to a view that looks at orders rather than at contributions. Along with that we've got a more generic output element for Payment Method.

    I'm happy to share our output element info if that's helpful!

    From: Seth Ghitelman <bounce-sethghitelman9456@tessituranetwork.com>
    Sent: 10/31/2016 2:03:53 PM

    Has anyone created payment methods as query elements?

    I am looking to create a query of contributions by payment method such as gift-in-kind or Stock gifts. Also looking to be able to output the payment method.

    Thanks for any advice.

     

     




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  • $organization in reply to Stacey Voigt

    Stacey,

    Would you be willing to share this Payment Method criteria that you used with us as well?  This would be very helpful for a list we are trying to pull.

    Thanks!

    Brendan Martin
    CRM Administrator
    Minnesota Zoo
    brendan.martin@state.mn.us 

  • $organization in reply to Brendan Martin

    Hi Brendan,

     

    I'd love to share! Unfortunately when I tested the criteria I discovered it did not work as intended, so I'm re-tooling it at the moment. I'll send it to you when I have it working!

    --Stacey

  • $organization in reply to Stacey Voigt

    Hi Stacey,

    Did you ever get this tweaked?  I'm looking a pulling a list of stock gifts by payment method and instead of reinventing the wheel, I thought I'd check in.

     

    Thanks!

    Michelle

  • $organization in reply to Stacey Voigt

    Hi Stacey,

    I was also wondering if you were able to get this criteria working. A generic version or a a version tied to orders should work for our purposes. We're trying to identify certain on account transactions prior to contribution entry as a dynamic list. 

    Thanks!

    -Arik

  • $organization in reply to Arik Beatty (he/him)

    Hi Arik,

     

    I never did get around to working on this, sorry! If I do I will be sure to post it here.

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