Is it possible to alter the layout of the envelope

when you press the stamp button from the constituent general tab.  Our development department has fallen in love with the "postage stamp" on the general tab, but is now complaining that they want to address to be moved over(right so the text begins 4" from the left side of a No 10 envelope) and down.  Is this something that can be configured?

Many thanks in advance!

Allen

 

  • Hi Allen,

    The infomaker report name currently being used for that feature can be found in the system tables in t_constituent_report. The description will most likely be something like Standard Envelope.

    If the report name in the D Object column starts with a "d" (like, d_customer_envelope), you will want to make a copy of that report in infomaker, and customize the new copy of the report for use. If it doesn't start with a "d" it may already be a customized version that you can modify.
    (see custom report setup for more info if needed)

    Once you have your customized infomaker report created, you just need to change the D Object name in t_constituent_report to the name of your new report.
    Be sure to do so in a testing environment first though.

    Hope that helps!



    [edited by: Ryan Rowell at 3:50 PM (GMT -6) on 4 Nov 2010]
  • Allen - 

    You can configure what the 'stamp' report points to, so if you wanted to make a custom envelope report and move over the address you could!

    If you look in the Tessitura Help under 'Stamp_Report' (Constituent Records: Basic Features) it tells you where to set that if you want to change it.

    HTH,
    Heather 

  • Allen,

    You can create your own envelope report in infomaker and link it to the stamp on the general tab.  You do this by adding an entry in T_CONSTITUENT_REPORT where the D Object is the name of the new report you create in infomaker.   Then you go to T_DEFAULTS and for the Field Name "STAMP REPORT" enter a Default Value which is equal to the ID of the report you added in T_CONSTITUENT_REPORT.  Is that clear?  Its Thursday....

    Dale

  • Thanks everyone for the excellent assistance.  With a little tweaking, our Development people will be happy.  (At least for a brief moment!)  Have a fantastic Day!

    Allen