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Local table and Constituent ID field

Martin Keen (Past Member)
$organization

Folks,

I'm creating a new local table - so far, so good.

My wrinkle is that I want one of the fields to hold the customer_no - I appreciate that I can have the TR_REFERENCE_COLUMN.dddw_description field show a value like lname + ', ' + fname + ' - ' + customer_no but is there any way of making the Constituent Search screen open up instead?

Does anyone else have an LTR_ table that holds the customer_no value?  How do you make this work most efficiently for you?

Martin

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  • $organization
    A custom tab would be a great way to display this. You can use a local table for the custom screen, it doesn't need to be a system table. A custom screen in Infomaker can be editable. Identification like constituencies are popular as well. I have heard from some folks that creating a separate membership org and then using its own membership levels or constituencies will work too. A separate org will double up your data in some respects, but you can keep the funds in distinct buckets.
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  • $organization
    A custom tab would be a great way to display this. You can use a local table for the custom screen, it doesn't need to be a system table. A custom screen in Infomaker can be editable. Identification like constituencies are popular as well. I have heard from some folks that creating a separate membership org and then using its own membership levels or constituencies will work too. A separate org will double up your data in some respects, but you can keep the funds in distinct buckets.
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