Hi,
Has anyone added the primary worker or solicitor to the custom header so it is clearly visible to all users? If so, would you be willing to share code? The Custom Constituent Headers document mentions this as an option, but sadly no sample code was provided.
Thanks!
Marissa Todd
The Nelson-Atkins Museum of Art
Marissa,
We use a specific Affiliation type to record this. For example, if my colleague Mary Jones is the primary contact at our organisation for the John Smith Foundation, Mary is affiliated with the foundation using this Affiliation type. We use Flex Headers - the SQL for the sql_code field in TR_FLEX_HEADER_ELEMENT is:
select fname + ' ' + lname from T_AFFILIATION a join T_CUSTOMER c on c.customer_no=a.individual_customer_no where a.affiliation_type_id=10027 and a.group_customer_no=@customer_no
Obviously, you'd need to swap the value 10027 value for the appropriate ID from your TR_AFFILIATION_TYPE system table.
Martin