when I'm trying to get expiration dates and membership levels for the last membership of a list of constituents if they are...why do some come up blank and how can I get it to populate? It looks like it only populates something if the constituent is active or lapsed, not inactive
Hi folks! You can build a query element group based on VS_ELEMENTS_MEMBERSHIP_MOST_RECENT, which is a view added in Version 14 that pulls the farthest out membership for a constituent, with separate rows for each membership org. This will be an inactive membership if they never renewed, or a pending membership if they have renewed early, or a current membership if they are current and haven't renewed yet. If you include a single membership organization in the Data_Where column, or if you only have one organization, you can check the Single Row checkbox for each element. In that view, the expiration date column is expr_dt, just like in the regular membership data.
So for a system with one membership organization:
I hope that gets you started!
-Michael Flaherty-Wilcox, Tessitura Network
any chance you know how to pull the last Plan's information like worker, notes, ask, goal...?
Unfortunately there is not a standard database view that shows the most recent plan in the same method as the most recent membership, so I don't have any tricks to pull out of my sleeve on this one :-) You could get close by using the standard plan output elements, and adding an output filter to the plan data in the output set. Your filter could limit the results to plans within a certain start date range or a campaign, for example.
If that doesn't work and you do end up needing a custom Most Recent Plan output set group, you can email us at hello@tessituranetwork.com to get a quote for something custom, or someone from the community might be able to provide you one they've already wrote.