We have a custom tab created on the constituent file that houses the history of tax receipts for each constituent. When moving transactions to the household, we also want all data on this custom tab to move to the household. Is that possible to customize?
Michele
Michele,
We have run into this in a few areas as well. Mostly with student records housed on an individual account that need to be moved onto the household record where the education orders live. Our solution was to write a scheduled nightly job in the database that checks for these records and then makes the updates needed to move the custom screen records.
I can share our script if it would be useful.
- Levi
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Heather Kraft Sent: Tuesday, March 26, 2013 12:02 PM To: Levi Sauerbrei Subject: RE: [Tessitura Technical Forum] Moving Transactions & Custom Tabs
Hi Michele -
You could probably do this via a service interceptor. There's no 'built in' way of customizing the Move Transactions to Household action right now in Tessitura.
- Heather
From: Michele Keutsch <bounce-michelekeutsch5100@tessituranetwork.com> Sent: 3/26/2013 8:07:25 AM
Thanks Lucie, it's not the merge process we're trying to customize, it's the move transactions to household process.
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Levi,
That would be wonderful if you would share that info. It would much appreciated!
I've uploaded the SQL to my profile. You should be able to find it here. Let me know if you have any questions or can't get to the file.
It's a pretty simple process and there isn't a lot of error checking going on. All we are doing is updating the customer number in the table driving the custom screen.