Hello everyone! Has anyone had any success creating a procedure that takes TNEW Custom Form Data and puts it into a field on the constituent record? For example, we collect a phone number in a custom form on TNEW and then Tess inputs that number as an actual phone number on a constituent's record, rather than in a CSI.
We are about to be collecting phone numbers for sure, and maybe emails as well through custom forms, and would love it if it didn't have to come through as a CSI, but went straight onto the guests' records.
Thanks!
Brandi
Getting ready to leave for the weekend, but we have a procedure that saves custom forms to a custom data table and corresponding report to view the data. Our education department was not overly enthusiastic about reading CSIs, and they do not print off nor save to Excel files in easily manipulated ways, so we went with this method instead. I am happy to share what we have next week if anyone is interested.
I try to make most of my customizations as organization-non-specific as possible, but there may be a few things in there.
John
Thanks John! That would be most helpful to see.