I'm experiencing some weird issues and I was hoping someone has come across this too and can shed some light.
1) Duplicate information: I created a plan for a household and in their record there is only the 1 plan. However, in my pivot table of the plans, I’m seeing 2 lines for them but with different statuses. The first status was changed to the 2nd one a few days ago. I’ve changed the criteria, closed the widget and created a new one and the problem still exists. The change to the plan was done 2 days ago, so the server has had time to refresh.
2) Incorrect CSV output: When I output the pivot table from analytics to a CSV, the CSV output doesn't match the widget. It selects a few households and doubles the numbers in all of their columns. So even though in the widget, the ask number is $1,000, when I output the same data, it shows $2,000 in the ask column. The thing that all of these households have in common is that their plan was created weeks ago versus the rest who have had a plan created this week.
3) Wrong Display Name: One of our patron's “Constituent Display Name” column shows “_Protected” as the display name. Everyone else has their name shown, but not this particular patron. This has been going on for several months now, I just haven't explored it (not a critical issue).
Does anyone have any ideas?
Thank you!Erica
For number 3, does that constituent have a Protection Type on their account? I've seen that behavior on accounts that accidentally got a protection type applied.