Does anybody have a report (or something else) that would give me the information from a particular note type in Research>Notes for all the constituents on a particular list?
Hoping this makes sense…
Thanks!
-p.
PATRICK SCHLEY | Marketing & Sales Manager | Milwaukee Repertory Theater Patty & Jay Baker Theater Complex | 108 East Wells Street | Milwaukee, WI 53202 414.290.0710 tel | 414.224.9097 fax | pschley@milwaukeerep.com Website: www.milwaukeerep.com | Facebook: www.facebook.com/milwrep | Twitter: twitter.com/milwrep
I have a report that pulls just notes based on start date only; but this could readily be updated to pull by list and by type of note as well, with an end date. I’d be happy to forward the procedure and pbl along off list, if you like.
Lucie
________________________________ Lucie Spieler IT Development and Training Manager
Editor, Season Program FLORIDA GRAND opera 8390 NW 25th Street Miami, FL 33122 305.854.1643 x 1521 Box Office: 800.741.1010 www.FGO.org 2010-2011 | 70TH SEASON | THE MYSTERIES OF LOVE Turandot | The Tales of Hoffmann | Don Giovanni | Cyrano
Thanks Lucie—If you can send it my way I’ll pass it along to our DBA.
Hi Lucie,I'd love a copy of that too, if you don't mind.
Cheers!
rrowell@acttheatre.org
Hi Patrick,
We have created an Output Set Element to return the contents of a particular Research > Note. In our case it’s a Note that we use to store the constituent’s full Business Title, where it exceeds the length of the Bus. Title field on the General Tab.
In TR_QUERY_ELEMENT, we have entered the following:
Description: Title Note
Category: Constituent
Data_select: !.notes
Data_from: (select a.customer_no, b.notes from tx_cust_notes as a join tx_cust_notes_ext as b on a.cust_notes_no = b.cust_notes_no where a.note_type = 53)
**53 is the corresponding id number from TR_CUST_NOTES_TYPE for our Title Note**
Data_where: null
Users then add the Title Note element to their Output Set, and use the Execute an Output Set report to return this information for all the Constituents in a List.
Cheers
Kim
Kim Lee Application support Analyst
KIMLEE@SYDNEYOPERAHOUSE.COM
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SYDNEY OPERA HOUSE BENNELONG POINT
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From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Patrick Schley Sent: Friday, 25 June 2010 00:37 To: Kim Lee Subject: [Tessitura Technical Forum] Research Notes Export
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One thing to note on Kim's suggestion is that long notes (I believe over 255 characters) and carriage returns (not sure if that is the correct term to use) do not translate well when saving to a file so if the notes being requested were originally pasted from other documents, emails etc. they might be a formatting nightmare.
If this is not an issue then to expand on Kim's suggestion you will want to remove the "where" clause in her "data from" code and add "a.note_type". (edit: corrected b.note_type to be a.note_type)
Updated Data From(select a.customer_no, b.notes, a.note_type from tx_cust_notes as a join tx_cust_notes_ext as b on a.cust_notes_no = b.cust_notes_no)
Add into "data where"note_type IN (<<p?>>)Where "?" equals the id number of the tr_query_element_parameter you create using these entries.
Description: Note TypeData Type: StringEnd Of Day: UncheckedMulti Select: Checked (optional)Ref Tbl: tr_cust_notes_typeRef id: idRef Desc: DescriptionRef Sort: Description