Hi everyone - please save the date for what is likely our last gathering of 2022 before the holidays!
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Seattle Rep is inviting you to a scheduled Zoom meeting.
Topic: PNWTC November GatheringTime: Nov 29, 2022 11:00 AM Pacific Time (US and Canada)
Join Zoom Meetinghttps://us02web.zoom.us/j/81850179790?pwd=Y1JWMWgvTTRRYm9PZHhNTnZVNkF2dz09
Meeting ID: 818 5017 9790Passcode: 780650One tap mobile+12532158782,,81850179790# US (Tacoma)+13462487799,,81850179790# US (Houston)
Dial by your location +1 253 215 8782 US (Tacoma) +1 346 248 7799 US (Houston) +1 408 638 0968 US (San Jose) +1 669 444 9171 US +1 669 900 6833 US (San Jose) +1 719 359 4580 US +1 312 626 6799 US (Chicago) +1 360 209 5623 US +1 386 347 5053 US +1 564 217 2000 US +1 646 876 9923 US (New York) +1 646 931 3860 US +1 301 715 8592 US (Washington DC) +1 309 205 3325 USMeeting ID: 818 5017 9790Find your local number: https://us02web.zoom.us/u/kerv99EqA6
There is our overnight procedure which creates new program names. It should be pretty easy to modify for your orgs, changing program no types, dates, etc.
USE [Impresario] GO /****** Object: StoredProcedure [dbo].[so_job_insert_new_program_names] Script Date: 11/29/2022 12:52:44 PM ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO create procedure [dbo].[so_job_insert_new_program_names] as /* Created 3/1/2013 Stuart for correcting Default Salutations Modified 4/16/13 Stuart - exempt salutation update queries if person has a salutation type of "Devo Contact" and then update everyone who has a Devo Contact type, setting their Default salutation to be the same as their Devo Contact salutation Modified 5/2/13 Stuart - added Pref Seating campaign clause Modified 7/1/13 Stuart - changed Program type from 1 Annual Individual to 21 Annual Fund in Program Name update - and changed Memb Org from 1 Annual Individual to 18 Annual Fund in Program Name update Modified 7/30/13 Stuart - changed program name inserts from joins to exists Modified 8/28/13 Stuart - changed program name to allow inserting new program name if they don't already have an Annual Fund program name 11/29/22 Stuart removed Preferred Seating lines and added notes for v16 upgrade select * from T_MEMB_ORG */ /************************************************************************************************************************************************* Update Program Names for recent gifts ************************************************************************************************************************************************/ -- insert new program names for Individuals insert TX_CUST_PROGRAM (customer_no, program_no, cust_pname, sort_name, created_by, create_dt, last_updated_by, last_update_dt) select customer_no = c.customer_no, program_no = 21, -- Annual Fund cust_pname = cast(c.fname + ' ' + c.lname as varchar(70)), sort_name = cast(c.sort_name as varchar(30)), created_by = 'SQLJob', create_dt = GETDATE(), last_updated_by = 'SQLJob', last_update_dt = GETDATE() from T_CUSTOMER c join TX_CUST_MEMBERSHIP m on c.customer_no = m.customer_no -- substitute for table T_Membership and m.cur_record = 'Y' and m.current_status = 2 -- Active -- substitute for view VS_Membership_Current lookup and m.memb_org_no in (18) -- Annual Fund left outer join TX_CUST_PROGRAM cp on cp.customer_no = c.customer_no and cp.program_no = 21 -- Annual Fund where cp.customer_no is null and c.cust_type in (1) -- Individuals and exists (select g.customer_no, MAX(g.cont_dt) as maxcont from T_CONTRIBUTION g join T_CAMPAIGN cm on g.campaign_no = cm.campaign_no where g.cont_amt > 0 and g.cont_dt > GETDATE() - 1 group by g.customer_no) group by c.customer_no, cast(c.fname + ' ' + c.lname as varchar(70)), cast(c.sort_name as varchar(30)) -- insert new program names for Households insert TX_CUST_PROGRAM (customer_no, program_no, cust_pname, sort_name, created_by, create_dt, last_updated_by, last_update_dt) select customer_no = c.customer_no, program_no = 21, -- Annual Fund cust_pname = REPLACE(c.lname,' Household',''), sort_name = c.sort_name, created_by = 'SQLJob', create_dt = GETDATE(), last_updated_by = 'SQLJob', last_update_dt = GETDATE() from T_CUSTOMER c join TX_CUST_MEMBERSHIP m on c.customer_no = m.customer_no -- substitute for table T_Membership and m.cur_record = 'Y' and m.current_status = 2 -- Active -- substitute for view VS_Membership_Current lookup and m.memb_org_no in (18) -- Annual Fund left outer join TX_CUST_PROGRAM cp on cp.customer_no = c.customer_no and cp.program_no = 21 -- Annual Fund where cp.customer_no is null and c.cust_type in (13) -- Households and exists (select g.customer_no, MAX(g.cont_dt) as maxcont from T_CONTRIBUTION g join T_CAMPAIGN cm on g.campaign_no = cm.campaign_no where g.cont_amt > 0 and g.cont_dt > GETDATE() - 1 group by g.customer_no) group by c.customer_no, c.lname, c.sort_name
Hi All, thanks to those of you who attended today, and to those who didn't we did record today's meeting. Evan will send that link out separately, but I also wanted to share our lean coffee notes here. Some good points to note in here if you are transitioning to Tessitura Merchant Services. sessionsummary-29Nov2022-19-10-00-PM.pdf