My development staff is looking to get an output element for plan ask that is only the latest one for a constituent or household. This is so they can send a renewal letter to them. Right now they get every plan ask. Has anyone done this? I can also do it in report for them. I am very well versed in SQL. Best case scenerio is to get the membership exp date and then get the plan ask from that. Are these linked or linkable in any way?
Thanks ahead of time,
Joe Pelish
IT Manager
Asolo Repertory Theatre
Hi Joe,
We haven't set this up here but I have a suggestion. You could create a custom view that only pulls the most recent plan information and then setup a custom output set element to pull from that view. I'm not sure how your plans work (ie. maybe you have multiple plan types but are only looking for one or two for this renewal purpose) but you should be able to get the information you need from T_PLAN and TX_CUST_PLAN to build the view.
Hope that helps!