Does anyone know of a way to find the "On Account" balances of certain Constituents from the Constituents screen?
In v15, the money bag used to pop up on their record, but it doesn't in v16.
I have my Flex Header set to display On Account info. Have you tried tweaking your headers? I think you can add the icons back in too.
Building off this looking through the help documentation the On Account info is available in the Transactional Header. That needs to be set up in the Security App I believe.
https://docs.tessitura.com/Help_System_v160/TN-Application/Constituent-Records-Basic-Features/Constituent-Header.htm?Highlight=on%20account%20header
Also there is a report called On Account Tracking. That is available in the Reports and Utilities section.
We know about the report and that they still live on the Order Details headers, but some of my colleagues would like to see it on the actual Constituent Record (mostly so they don't have to open a batch when their job is non-transactional).
These headers live in the Constituent record header similar to how they did on v15. You shouldn't need to open an order to view them to my knowledge. They just need to be configured per security group in the Security app.