List manager allows users to filter a list of constituents based on criteria. While Tessitura should contain criteria for most needs, there are cases where custom criteria may need to be added.
This is based on the documentation from Tessitura here: https://docs.tessitura.com/Help_System_v160/TN-Application/Criteria-Sets/Criteria.htm
Intended Audience
Tessitura admins
Step-by-step guide
This guide will create a list element for constituents that have had a room charge. This will only handle room charges, another view could be created for city ledgers.
To make an element available in list manager:
- Make sure the list element does not already exist
- Search for the element in Attributes and Keywords (T_KEYWORD)
- Determine if there is a table or view that can be used
- If not, create a view containing a customer_no column and the criteria needed.
- If not, create a view containing a customer_no column and the criteria needed.
- Add a row into T_KEYWORD for each desired element.
- In this case, we will add one row for the room charge create date.
- In this case, we will add one row for the room charge create date.
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