Hi All,
I'm looking for a report that can output a constituent's basic details + the notes on their record.
I'm not sure if I'm missing something, but I can't seem to find one that does the trick. It wouldn't be ideal as it's bit bulky, but I thought the constituent profile report might do as a catch-all, but this isn't showing any of the notes on list member's record (is this a bug- they definitely have notes).
I also tried to build an output set, but this just gives me note type and note date, but no detail -so no luck there.
It seems strange that I'd need something custom for this.
Ronan,
Try the Constituent Profile in the Development folder choosing only Notes in the sections parameter. If you are not seeing the notes you are looking for check the "OK to Print" column in the TR_CUST_NOTES_TYPE system table.
Best,
Anna
Thank you for your response Anna -
I was hoping there might be a faster report our output, but Constituent profile it is. I appreciate the confirmation.
i'll get IT to update the system table and hopefully that fixes the no response issue.