So we had pop-up headers in v15. We switched to v16 about a week ago and the pop-up headers are gone. I checked the documentation and it said they should still exist, so I'm not sure why ours don't work. Is there a setting that got missed in our build out? We'd like those back.
Thanks!
Chelsea Marti said:I checked the documentation and it said they should still exist,
That's curious, because they're definitely gone in v16. We have v15 that relies on them, but fortunately we've got a okay to replace it with Protection Types...
https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/34963/protected-records-in-dashboards
That's what we thought too, but the documentation says otherwise https://www.tessituranetwork.com/Help_System_v160/TN-Application/Constituent-Records-Basic-Features/Popup-Header.htm#Legacy
It shows them working in 16, so what gives?! lol
"Some screens, including the order search results screen,", so not the constituent search screen. Is that where you were looking for it?
My front desk associates were looking for it in QuickSale and Order Details. Then I checked Constituent Search. It's nowhere.
Yeah, it only remains on a few "relic" Powerbuilder search screens. In a similar fashion, the old headers also still persist in order and contribution entry.
Hi Chelsea,
Your pop-up headers may need to be updated for v16, but the functionality does still exist (albeit accessed slightly differently based on the screen you're working in).
For configuration, you can review the Flex Header Configuration (TR_FLEX_HEADER) table and specifically reference the Popup Header or Popup Header Default in the HDR NO column to see how these are currently configured. Note that, in v16, you can configure two rows of three elements each, and each element can have a label and a data value. The v16 pop-up header does not support icons.
You are going to be able to reference items in the ELEMENT NO column based on what you have configured in the Flex Header Elements (TR_FLEX_HEADER_ELEMENT) table.
When you're on one of the new web-based screens on v16 (such as the constituent search screen), you can see the header by clicking on the icon next to the constituent name after searching:
When you're looking up a record from Ticket Order or Contribution entry, you can similarly click on the icon next to the constituent name for the pop-up header to display from the Constituent Search modal:
In a "legacy" screen that does not use the new web screen format, you can hover over the Owner ID column (such as in the example below for Order Search from Ticket Order entry; you'll also notice that the Owner ID number will be underlined while you highlight it) and see the old format of the pop-up header:
Hopefully this helps with being able to display these pop-up headers in v16. If you have any questions about the actual configuration of the elements that appear in your pop-up headers, I would recommend reaching out to Support with a ticket for assistance there.
Thank you,
Brian ParkerProduct Adoption SpecialistTessitura
Chelsea, I am not sure if this is the issue you are experiencing, but the pop up headed in v16 does not show if you "hover" over the constituent as it did in v15. You actually have to single click into the icon and will see it. Again, not sure if this is the issue or configuration, but this click definitely hung me up!
After some experimenting we figured that out this weekend. Thanks!