Hello all!
I am currently attempting to clean things up and set up all our appeals/campaigns for the new fiscal year. I've managed to add everything I need, but we have some serious clutter from prior appeals not being closed.
Does anyone know if there's a way to have this done automatically corresponding with the appeal's end date? As of now, I've been manually closing each one, which is eating up a huge part of my day.
Any suggestions or tips would be much appreciated!
Hi Tiffini,
There is an option to add an end date to each appeal you add. If you know the end date in advance, you will want to add it there so it disappears from your drop down. Hope that helps!
There's nothing set up that would do that automatically, but a quick look at SQL Server Profiler seems to indicate you can just flip the "status" column to 'C' without any ill effects.
So, if you wanted, you could set up a nightly/weekly/monthly process to do
UPDATE T_APPEAL SET status = 'C' WHERE end_dt < GETDATE()
... or something like that.