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).
I'm assuming this is in a Reference Table somewhere?
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.
You can edit what shows up in your different Flex Headers in the Flex Header Configuration table.
Here's a link to the help topic on how to set up the headers: https://docs.tessitura.com/Help_System_v160/TN-Application/Constituent-Records-Basic-Features/Flex-Headers.htm
The one displayed in constituent records is selected in the Web Header Format field on a user group.
The Transactional Header that Zachary referenced is one of the pre-built flex headers that you can use. It's detailed in the link he shared.
So the Order Details Flex Header should be exactly the same as the Constituent Record (from Constituent Search) Flex Header?
Because ours are not! One has the On Account icon/info and the other doesn't.
Yup, you can add the icons in there. (TR_FLEX_HEADER_ELEMENT in the Icon File column.)
No, there are two two different kinds of headers. One is in the new web UI, which is displayed in the constituent record. One is in the old UI, which is displayed in ticket orders and the contribution editor. There are also two different places on the user group in the Security application where you specify the header format used, one for the web UI and one for the order/contributions UI.
There is a new sample header we added called Transactional Header. To see that, you would need to explicitly select it as the Web Header Format on a user group in the Security application. If a user group doesn't have a Web Header Format selected it displays the Relationship Header, the other sample header we shipped with v16. So your first step is to see what is selected for that field for your user group.
Also, the new web UI constituent headers use new icons. They are specified in the Web Icon column of TR_FLEX_HEADER_ELEMENT.
You don't have to use the new samples we shipped for the header you see on the constituent record. You could reuse one of your existing headers. But you'll need to be sure you select it as the Web Header Format on the user group, and you'll want to set the Web Header Icon for the element on the header you use for On Account. There are some details about those web icons you should check out in the TR_FLEX_HEADER_ELEMENT topic.