Constituent Search from Custom Tab

Hi all

Our Dev dept want to be able to track a 'referring member' ID when processing a new membership through Contribution module, so that the referrer can be registered for benefits of some sort. They hope to be able to associate the info to the Contribution as some kind of structured note, rather than just as an Association between the two Constituents.

I suspect this is not possible but thought i'd ask - can i do a Custom Tab element through t_keyword that somehow replicates the Constituent Search chiclet that is possible on a Custom Screen?

Thanks

Peter

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  • Hi Peter, 

    I don't think that is possible through the contributions module.  I am not sure if this would help but maybe you could process the contributions throught tickecting module and add a special request to the order.  There you can choose the custom number with the cusotmer search screen and add your note.

    Jon

     

     

Reply
  • Hi Peter, 

    I don't think that is possible through the contributions module.  I am not sure if this would help but maybe you could process the contributions throught tickecting module and add a special request to the order.  There you can choose the custom number with the cusotmer search screen and add your note.

    Jon

     

     

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