Constituent Search from Custom Tab

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

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