Setting up Friendraising user-defined tabs in Desktop

To record and display important information about Friendraising event participants in Desktop, you must first run a SQL script that allows you to create user-defined tabs based on the Friendraising-specific tables.

To enable the Friendraising tables for user-defined tabs

1.  From the ~\util folder located in your appserver's installation directory, locate the RegisterFriendraisingUDTablesV10.sql script. The ~\util path is relative to the root of your iMIS application.

2.  From SQL Server Management Studio, execute the RegisterFriendraisingUDTablesV10.sql script on your iMIS database.

3.  From Desktop, create user-defined tabs for the following Friendraising tables and fields:

Description

Table

Fields

Contains information about any teams a contact has joined as part of an event registration.

Name_FRTeamInformation

ID

SEQN

MEETING

TeamID

TeamName

TeamType

TeamGoal

TeamCaptainAlternateId

Contains information about a contact's event registrations.

Name_FREventInformation

ID

SEQN

MEETING

LocationID

RegistrationType

ParticipantGoalOnline

Contains survey questions and the contact's answers.

Name_FRSurveyQuestion

ID

SEQN

MEETING

QuestionID

AnswerID

AnswerValue

Contains the contact's mail and email opt out preferences.

Name_FRAdditionalInfo

ID

HomeMailOptOut

HomeEMailOptOut

WorkMailOptOut

WorkEMailOptOut

Contains a record of each registration or donation that has been successfully imported for a contact.

Name_FRTransactionLog

ID

SEQN

TransactionID

TransactionType

EventID

ConstituentID

DateImported

Contains a contact's AlternateId, which is the constituent ID in Friendraising.

Note: Name_AlternateId is not a user-defined table specific to Friendraising, but does contain information useful for Friendraising purposes.

Name_AlternateId

ID

SEQN

IdType

AlternateId