Creating activities using a list

Former Member
Former Member $organization

Is there a simple way to insert an activity into every file on any given list?

(Apologies if this has been asked countless times before!)

  • Hi Emma,

    Have you tried using the Update Activity Table report in the Report/Utility folder? This report allows you to update constituent records with your selected Activity Type and Date. All you need to do is attach your list to this report then select whether you want to 'update' or 'insert'.

    Another way is to click the 'add' button on the bottom of the page of the History/Activities tab. This is useful if you want to update one or two records but not really time efficient if you want to update a whole lot of records.

    Hope this helps!

  • In v9.0, this utility (Update Activity Table) will be renamed to Manage Special Activities, which fits in line with the other utility Manage Constituency.

    Here is a link to documentation for Update Activity Table (aka...Manage Special Activity)

    http://www.tessituranetwork.com/network/Learning/Documentation/Reports/Data%20Management/Update%20Activity%20Table.aspx

     

    Best of luck!

    Ryan

  • I run this cursor if I need to make bulk changes.  Once you have your list in List Manager you can enter the list number into the script and put your changes in where it says 'update'.  I last used this to change the activity status on our open day from 'accepted' to 'attended'.

    declare @CustId nchar(10)

    declare 

     

     

     

     

     

     

     

    @RowNum int

    declare 

     

     

     

     

     

     

     

    CustList cursor for

       select distinct a.customer_no

       from 

     

     

     

     

     

     

     

    t_list_contents a

       where 

     

     

     

     

     

     

     

    a.list_no = 14291  

    OPEN CustList

    FETCH 

     

     

     

    NEXT FROM CustList INTO @CustId

    set 

     

     

     

     

     

     

     

    @RowNum 0

    WHILE 

     

     

     

     

     

     

     

    @@FETCH_STATUS 0

    BEGIN

        

     

    update T_special_activity 

        

     

    SET status = '3'

         WHERE customer_no @CustId 

        

     

    and sp_act_dt = '2009-02-27 00:00:00.000'

    FETCH NEXT FROM CustList

     

     

    INTO @CustId END

    CLOSE 

     

    CustList DEALLOCATE CustList



    [edited by: Suzanne Bridger at 4:07 AM (GMT -6) on 11 Jun 2009]
  • Former Member
    Former Member $organization

    I knew there'd be a way! Too easy, thanks :)