Mass Email Address - Tess ID Lookup

**Self-Hosted**

Does anyone have a way to find the corresponding customer_no's for a large number of email addresses that lives in the client? I have a way that works now, that is in an Excel spreadsheet, that queries Impresario (the user puts the email addresses on one tab and then the id's are produced when they press refresh on another), but this solution requires the user to have impresario user permissions to a specific view in impresario.

I really need a solution that can live in the client and can be accessible via "reports and utilities" so that I don't have to give the permissions at the SSMS impresario level. 

Any thoughts?

We are getting all these email addresses from people who attend zoom events and such (large numbers, like hundreds of them) and my coworkers need to know the Tess ID's to match those so they can make updates to the records (like marking an activity as attended).

Like I said, the current solution works but we don't want to keep doling out impresario permissions outside of the client, and it is increasing the workload for the few people who already have it. AND we have enough things here at SLSO that operate outside the client (Like that front of house Access form I have been asking for help with in the Dev forum). Managing yet another is not ideal.

 

Ashley Elliott

Database Administrator

St. Louis Symphony Orchestra

314-286-4198

ashleye@slso.org

Parents
  • Hi Ashley,

    If you're just interested in returning IDs of current consitutents only (and not doing anything with the list of IDs or leftover emails in this process), I think there could be a simpler version of what you do now where instead of requring an impresario view, you are simply completing an excel vlookup against an output of existing emails on another tab.

    A two tab excel sheet could contain an entry page for your staff to paste in emails from whatever the source is. It could have a pre-filled vlookup formula that would return the IDs instantly without the file being connected to any data source. This would require an output of all your database email addresses (a simply e-address output set executed) living on the second tab.

    It might mean you would need to update that second tab output at a regular intervals if your email address numbers change frequently, and you might want to play with excel sheet locks/premissions/hidden fields if you really need to prevent your staff from accessing all your database emails but I think it would be quick and easy.

    Of course, it's not within the client but still a time and effort save in the end?

    Cheers, Tom.

Reply
  • Hi Ashley,

    If you're just interested in returning IDs of current consitutents only (and not doing anything with the list of IDs or leftover emails in this process), I think there could be a simpler version of what you do now where instead of requring an impresario view, you are simply completing an excel vlookup against an output of existing emails on another tab.

    A two tab excel sheet could contain an entry page for your staff to paste in emails from whatever the source is. It could have a pre-filled vlookup formula that would return the IDs instantly without the file being connected to any data source. This would require an output of all your database email addresses (a simply e-address output set executed) living on the second tab.

    It might mean you would need to update that second tab output at a regular intervals if your email address numbers change frequently, and you might want to play with excel sheet locks/premissions/hidden fields if you really need to prevent your staff from accessing all your database emails but I think it would be quick and easy.

    Of course, it's not within the client but still a time and effort save in the end?

    Cheers, Tom.

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