Hello! Unfortunately my organization does not have the TNEW Education customization, so we are having to process our children's chorus registration information as an Aux Custom Form which is working great! Our new struggling is associating the CSI with the order amount details in a daily report for our Chorus Registrar. Short of merging two excel documents everyday (which is what I am currently doing using the Performance by Transaction report and the CSI report) does anyone have any other ideas?
Thanks!
You might find a simpler way but to be honest I write stored procedures for application forms using TNEW online Aux Form Fields and write that data to a local table set up. It's similar to excel with one column per data field and some additional payment info etc. It's easy for people to work with once it's in there as I can schedule a daily report, and it's easier to secure in a local table. I also have it write CSIs to keep people happy.
Oh, that sounds very useful! Is this something you would be willing to share?
Always. Our Academy forms are 47 fields long and can have text inputs that resemble War and Peace so we have actually used 2 stored procedures on the big one. I'll send over the sproc for our smaller application and the Local table. There are a couple of little triggers (like most tessitura tables) for adding create and update dates.
DM me your email and I'll send it over (NB/ this is my last day at SDC so it might come from my new org address or my home one)