Households - orders into the individual accounts

Hi Cathy-Anne –

At First Stage we always sell class orders to the household and use the ‘for’ field in Special Requests to indicate the student’s constituent ID. Our class list report then references that special request link in order to display the student name. In V12 this will become easier for you with the new owner/initiator/recipient fields on the order screen, as well.

-p.

Patrick Schley
Academy Services Manager

FIRST STAGE

Transforming Lives Through Theater

325 West Walnut Street | Milwaukee, WI 53212
(414) 267-2970 direct | (414) 267-2976 fax

Hi Patrick;

Do you have a special report built for this or is there a standard way to pull lists on the “for” field?

Hi Cathy-Anne –

At First Stage we always sell class orders to the household and use the ‘for’ field in Special Requests to indicate the student’s constituent ID. Our class list report then references that special request link in order to display the student name. In V12 this will become easier for you with the new owner/initiator/recipient fields on the order screen, as well.

-p.

Patrick Schley
Academy Services Manager

FIRST STAGE

Transforming Lives Through Theater

325 West Walnut Street | Milwaukee, WI 53212
(414) 267-2970 direct | (414) 267-2976 fax

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We have a custom class list report that we use. It is rather old (still an Infomaker report) but I may be able to send it to you, if you’d like. Others may have better ideas.

-p.

We’ve never tried this before but if you can that would be great.

We have a custom class list report that we use. It is rather old (still an Infomaker report) but I may be able to send it to you, if you’d like. Others may have better ideas.

-p.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Customer Service Forum. You may reply to this message to post to the Customer Service 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!

Hi Gloria –

Since this original post I’ve asked our DBA folks if it would be possible to package up this report, and the response that I got was that because it depends so heavily on our custom Student Info tab and other custom work, it would be difficult for another organization to integrate it into their system without significant work. We have also made some tweaks in preparation for our upgrade to v12.0.3 (Monday!) so that it references that new recipient field. Once the dust settles, I can see if I can connect you with our DBA for further investigation.

Thanks!

-p.

Patrick Schley
Academy Services Manager

FIRST STAGE

Transforming Lives Through Theater

325 West Walnut Street | Milwaukee, WI 53212
(414) 267-2942 direct | (414) 267-2976 fax

Thanks Patrick.