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Constituent Search from Custom Tab

Peter Nelson
$organization

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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  • $organization

    You can’t add any sort of chicklet to custom tab elements in contributions or orders, but you can build a dropdown based on data from the current constituent.  If the “referring member id” is associated to the constituent by some means (either using associations or some other relationship), you could build the dropdown using that table (or a view to construct the const name for display) and filter by FS_GET_PARAM_BY_APPNAME(‘CT’) to get the current constituent for the contribution/order.

     

    I don’t know if this helps or not, but thought that option might spark a potential solution.  If the “referring member” is added as an association, or some other means, you could easily build a distinct list of constituents to select from based upon this data.

     

    -Ryan

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Peter Nelson
    Sent: Thursday, May 05, 2011 7:49 PM
    To: Ryan Creps
    Subject: [Tessitura Technical Forum] 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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • $organization

    You can’t add any sort of chicklet to custom tab elements in contributions or orders, but you can build a dropdown based on data from the current constituent.  If the “referring member id” is associated to the constituent by some means (either using associations or some other relationship), you could build the dropdown using that table (or a view to construct the const name for display) and filter by FS_GET_PARAM_BY_APPNAME(‘CT’) to get the current constituent for the contribution/order.

     

    I don’t know if this helps or not, but thought that option might spark a potential solution.  If the “referring member” is added as an association, or some other means, you could easily build a distinct list of constituents to select from based upon this data.

     

    -Ryan

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Peter Nelson
    Sent: Thursday, May 05, 2011 7:49 PM
    To: Ryan Creps
    Subject: [Tessitura Technical Forum] 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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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