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Nina Cummings
Posts:12
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| 12-06-2005 9:36 AM |
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| Can the Registry be edited to change the way the "Brief" name is automatically derived from a Full Name entry in the Parties module? Or, is this something that requires KE programming? |
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Nina Cummings
The Field Museum |
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Nicholas Hogg
Posts:5
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| 14-06-2005 4:01 AM |
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Hi,
The Brief Name field in eparties gets populated when the record is saved, and the logic for this is stored on the backend database insertion form. This is cannot be set using the Registry.
Regards,
Nick Hogg |
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Nicholas Hogg
KE Software |
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Bernard Marshall
Posts:41
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| 14-06-2005 8:23 AM |
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Hello All,
As Nick has pointed out the logic that generates the Brief name (and all other forms of a name, eg Full Name, etc) is stored in the underlying parties database. When a record is saved code is executed to calculate the Brief Name.
It is not possible to adjust the calculation of the Brief Name via the Registry as the logic used to calculate it does not have access to registry entries (registry entries are used to adjust client functionality, not database functionality).
The Brief Name can however be adjusted by adding a client specific adjustment to the calculation code. All calculated fields (eg Summary Data, Extended Data, Brief Name, Full Name, etc) have the ability to be adjusted on a per client basis. The adjustment resides in the underlying table (in the parties database in this case). Since the code lives in a database the changes need to be made by KE to ensure they are not lost when the system is upgraded.
Regards
bern. |
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Bernard Marshall
KE Software
Melbourne, Australia |
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Nina Cummings
Posts:12
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| 14-06-2005 8:48 AM |
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Hi All,
Thanks for the replies. Makes sense. I'm a new user and don't have the software yet, so I'm sort of flying blind here. Is adding a client specific adjustment free or is there a charge by KE? I don't want to get my heart set on the change only to find out I have to have a winning lottery ticket to afford it. (!)
In our case, there was discussion about First Initial Middle Initial Last Name because when you have thousands of Parties, it's highly likely you'd have more than one "J. Smith" for example.
Also, many of the historical entries (early 1900s) will have Mrs. John Smith which makes her brief name the same as her husband's name -- both J. Smith for Brief. Any suggestions?
-Nina-
Posted By bern on 6/14/2005 8:23:46 AM
>calculate the Brief Name.
>The Brief Name can however be adjusted by adding a client specific adjustment to the calculation code.
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Nina Cummings
The Field Museum |
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Bernard Marshall
Posts:41
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| 22-06-2005 9:42 AM |
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Hello All,
"Is adding a client specific adjustment free or is there a charge by KE?"
Depends on the stage of the project and the change required. If changes are made at the time of project implementation then they are part of the overall customisation costs (as specified in the System Migration documents).
If the system is already live and a small change is required then in some instances KE will make the change free of charge. Note that such changes are performed at a lower priority to paid changes and so the delivery time frame may be longer than for a paid change, as paid changes always take priority. I should also stress that this is for small changes only.
Even small changes require the production of a new release and it's installation. So while the change may be small the work required to package the change and install it may be significant.
To take your example about altering the format of the Brief Name. The following steps are required:
1. Alter Parties database code to calculate new Brief Name.
2. Package up change and create tagged release for client.
3. Install new release on client's machine
4. Perform data update so that new Brief Name format is applied to existing data.
The estimated time for such a change is about 4-6 hours.
Generally speaking the more changes that can be bundled together at the same time the cheaper the cost (as the release production and installation do not need to be duplicated).
Regards
bern.
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Bernard Marshall
KE Software
Melbourne, Australia |
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