Patron Account Lookup

Take a look at GetConstituentsEx in the API documentation:

http://www.tessituranetwork.com/network/Learning/Documentation/Web%20API/API%20Documentation.aspx

This can also be done using the ConstituentSearch resource in the ConstituentService:

The API help page can be found at this relative link (to your organization) from the Gateway/App server:

/constituentservice/Constituents/help/operations/Search

So, for instance, on my machine the address is:

https://tessrcreps/constituentservice/Constituents/help/operations/Search

Hope that helps.

+Ryan Creps

+Tessitura Network

From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Amanda Freeman
Sent: Friday, March 23, 2012 2:20 PM
To: Ryan Creps
Subject: Re: [Tessitura Web Forum] Patron Account Lookup

I think there may be a standard web method for doing this? And it asks the patron for customer_no, phone and zip code. It doesn't create a web login. (But you could probably come up with something custom that might.) I believe it can only be used to find existing logins tied to accounts that match what's entered. I'm pretty sure it matches on any active phone/zip in the account, not just the primary, if that helps.

This works well if you're automatically assigning logins to any account that has an eaddress. So existing patrons can find themselves, even if they've never used your site before. Of course, they need to know their customer_no for it work. Not sure if your patrons are the type to know/keep handy their customer_no when they call. If they are then they'd probably find it really handy. Or if you regularly assign logins and email the patrons that you've done so, if you did that in conjunction with this feature you could just tell them their customer_no in the email and say "go here to set up your account for online use", direct them to the lookup page and get them engaged in the process that way.

I really like having this feature as it does slightly reduce the number of dupes creates online, but at least here A LOT of patrons, if they don't remember their account info, or don't remember what email they may have used to create their accounts, will just use a different email address and create a new one anyway. 

Hope that helps.

Take a look at GetConstituentsEx in the API documentation:

http://www.tessituranetwork.com/network/Learning/Documentation/Web%20API/API%20Documentation.aspx

This can also be done using the ConstituentSearch resource in the ConstituentService:

The API help page can be found at this relative link (to your organization) from the Gateway/App server:

/constituentservice/Constituents/help/operations/Search

So, for instance, on my machine the address is:

https://tessrcreps/constituentservice/Constituents/help/operations/Search

Hope that helps.

+Ryan Creps

+Tessitura Network

From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Amanda Freeman
Sent: Friday, March 23, 2012 2:20 PM
To: Ryan Creps
Subject: Re: [Tessitura Web Forum] Patron Account Lookup

I think there may be a standard web method for doing this? And it asks the patron for customer_no, phone and zip code. It doesn't create a web login. (But you could probably come up with something custom that might.) I believe it can only be used to find existing logins tied to accounts that match what's entered. I'm pretty sure it matches on any active phone/zip in the account, not just the primary, if that helps.

This works well if you're automatically assigning logins to any account that has an eaddress. So existing patrons can find themselves, even if they've never used your site before. Of course, they need to know their customer_no for it work. Not sure if your patrons are the type to know/keep handy their customer_no when they call. If they are then they'd probably find it really handy. Or if you regularly assign logins and email the patrons that you've done so, if you did that in conjunction with this feature you could just tell them their customer_no in the email and say "go here to set up your account for online use", direct them to the lookup page and get them engaged in the process that way.

I really like having this feature as it does slightly reduce the number of dupes creates online, but at least here A LOT of patrons, if they don't remember their account info, or don't remember what email they may have used to create their accounts, will just use a different email address and create a new one anyway. 

Hope that helps.