Because of the way we are using the system we need to be able to have an order in an individuals account and also pull information from the household that they are in
ie. A child being in a dance class (set up as a performance) to be pulled for class lists but wanting the parents information to pull for marketing and newsletters.
If the child is a Primary Association then the order defaults to the Household account and if the child is not a Primary Association then I can't seem to pull the household information.
I don't know what to do.
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