Last_gift_dt in T_CUSTOMER

Stacey,

I think I understand your question.  You might find this useful.

Try adding this in TR_Query_Element

ID                                            whatever is next

Description                         Contribution Last Gift date

Data Select                         max(cont_dt)                                                                                    -- This finds the latest date

Data From                           vs_contribution                                                                                                -- Using a secure view should only show the contributions you are allowed to see as a member.

Data Where                        cont_amt>0                                                                                       -- This gets rid of written off contributions

Control Group                   Whatever is your standard on this

Single Row                          [Checked]

Primary Group Default  Whatever you are using else where

The restrictions to just a consortium member should be controlled by the “secure view” vs_contribution.  (You can recognize a secure view by the “S” before the “_” in the view name.  Remember to login as a member of a consortium member not system administrator to see the restrictions in place.

Hope that helps.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Stacey Voigt
Sent: Wednesday, December 30, 2015 2:33 PM
To: Thomas Brown <tbrown@bam.org>
Subject: [Tessitura Technical Forum] Last_gift_dt in T_CUSTOMER

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!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Stacey,

I think I understand your question.  You might find this useful.

Try adding this in TR_Query_Element

ID                                            whatever is next

Description                         Contribution Last Gift date

Data Select                         max(cont_dt)                                                                                    -- This finds the latest date

Data From                           vs_contribution                                                                                                -- Using a secure view should only show the contributions you are allowed to see as a member.

Data Where                        cont_amt>0                                                                                       -- This gets rid of written off contributions

Control Group                   Whatever is your standard on this

Single Row                          [Checked]

Primary Group Default  Whatever you are using else where

The restrictions to just a consortium member should be controlled by the “secure view” vs_contribution.  (You can recognize a secure view by the “S” before the “_” in the view name.  Remember to login as a member of a consortium member not system administrator to see the restrictions in place.

Hope that helps.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Stacey Voigt
Sent: Wednesday, December 30, 2015 2:33 PM
To: Thomas Brown <tbrown@bam.org>
Subject: [Tessitura Technical Forum] Last_gift_dt in T_CUSTOMER

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!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!