We are looking to pull a report and/or list that we can sort by "Complete By" date in the solicitation record. The only one I can find so far is the Solicitation Tracking report, but that gives us all of the tasks when pulled into Excel and is going to require a lot of manipulation to get us where we want. We basically want the Solicitation Listing report that includes the "Complete By" date for the solicitation. Either that, or the ability to pull a list of constituents using "Complete By" as the criteria.
Does this exist or would this be a custom build?
Thank you!
-Jennifer
Our IT department created solicitation criteria including 'by date' in T_Keyword; I don't believe the criteria present "out of the box."
While you're waiting on IT, you may be able to manually code a list by editing the following query in a new list manager list (create new list, click manual button, paste the following query, make your changes as needed, save, generate).
I'm assuming the 'view' vs_solicitations is out of the box. If it's not, you need to get your database manager in on the discussion sooner rather than later, but meanwhile, substitute t_solicitation for vs_solicitation.
Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_solicitation e (Nolock) ON e.customer_no = a.customer_no Where IsNull(a.inactive, 1) = 1 AND e.campaign_no in (NNN) AND e.start_dt >= 'YYYY/MM/DD'
Put your campaign number where NNN is. If more than one, separate by comma. If you don't care about which campaign, remove "AND e.campaign_no in (NNN"
Change >= as needed to = or <= and put your date for YYYY/MM/DD
You can also add solicitation dates to an output element, but that gets a bit more complicated since you probably have many solicitation campaigns and would need to create a parameter to filter the output by campaign.