Contribution Role

I see there is a Role in the Contribution records now, but I cannot find where that is stored.   I would especially like to use the Cr role to pull up Soft Credit contributions.   Where is that coming from?  

Jan LaRocque

Houston Symphony

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  • Really?   No one know where this comes from?   Where this code is stored?

    Jan LaRocque

    Houston Symphony

  • So, there is no table to tell you what the numbers 2, 5, 7 in T_ORDER or to define O, Cr, etc?   I'd like to know what they mean.  I figured them out quite by accident.

    Jan

  • I figured them out for the ticket history screen by literally scrolling through the procedure that updates the ticket history.  I am not sure how these translate for contributions/creditees, but one would assume that it would be similar, no?

    1. Owner (O)
    2. Initiator (I)
    3. Owner/Initiator (OI)
    4. Recipient (R)
    5. Owner/Recipient (OR)
    6. Initiator/Recipient (IR)
    7. Owner/Initiator/Recipient (OIR)

    Also, I am not sure that that data is actually stored anywhere on the T_ORDER table (at least, I cannot find it there), though that information IS displayed on the customer screen on the Orders Tab, so there is a process using it somewhere.  It IS on embedded into the T_TICKET_HISTORY table as the Role column, which makes sense.  The Orders table does not need it directly, I suppose, since the customer number lives on the order itself.

  • John, I can't thank you enough for this information.   Sure would be nice if there were a table with these descriptions in it, wouldn't it.   (Hint, hint, Tessitura).

    This page will be printed and prominently displayed at my desk.

    Thanks,

    Jan

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