Hi all,
I'm trying to find a way to make a consortium-friendly output element for customer_last_gift_dt. Our consortium shares a great number of constituents, and for the most part the control group scheme works well to keep contributions data segregated among the organizations.
However, the current standard output set element returns the last gift date by the constituent to ANY consortium organization, which can be confusing! For example, our development associate pulled a list that shows a donor's last gift date was 12/21/2015; however the last gift he made to our organization was over a year ago.
My question is two-fold:
1. Where is last_gift_dt, as seen in the T_CUSTOMER table, coming from?
and
2. Has anyone already written a custom output element for this and would they be willing to share the code?
Thanks and Happy New Year!
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Stacey,
We have some that work well that cover first gift, most recent pledge and most recent gift (both the dates of those and the amounts), but they require creating several views in the database.
If that is something that can be done for you, try the documents that are on my profile for creating the views, and I can let you know the code for the output elements if you need that. I think I either copied or adapted it all either from the cookbook or from someone else who gave it to me, so I do not want to claim much of the credit for these.
Creating views is the best way to accomplish this task in my mind, and if you are in a consortium environment, views and controls groups should be your very good friends (or very worst enemies...). There are probably other options out there, too.
John