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
I'd love to see that as well! We have a custom report for our Comm Ed dept. that turns CSI Notes into an Excel report (thanks to Heath Wilder!), but I'd love to see the way this works too!
Ditto JMII. I made a report to break up CSIs into tables but over the break wrote a procedure to save to a custom table from TNEW as our Edu TNEW applications can be massive. Be keen to see what you did as I'm a novice. The good thing about using a procedure is that you can have the Form Field do whatever you can reliable code, (eg: update a mail pref, add an order note, add a research note etc.) not just save as data.