Does anyone have a custom list criteria for pulling people with Open CSIs? I know I can just run the report, but I our Devo department wants to see anyone with a specific CSI Activity in a Dashboard on Renewals (they track people who asked us to follow-up with them later about donating). Since CSIs aren't in Analytics, I've been pulling a list and loading that list into a widget in my Analytics Dashboard. But now that its time to follow-up, I need to be able to take off the people who have been followed up with already and have Closed CSIs.
Anyone have CSI Status = Open in List Manager ? Or have any other ideas on how to get a list of people with Open CSIs into Analytics?
Thanks!
Lily
I'm curious about this too. I looked into a CSI closed/open list criteria a while back but wasn't totally successful.
As far as I could determine, the res_ind via lvs_cust_activity indicates a "Y" when closed by a user.
The issue I encountered, if I recall, is a NULL value seemed to be present both when a CSI is open or when auto-closed.
I also had trouble with this. It seems there is a table that holds closed CSI's but if the CSI hasn't been closed it doesn't exist in that table. I tried building my own query but wasn't too successful.