Output household information including constituency on an affiliate

Former Member
Former Member $organization

We're just starting to build out custom output set elements, and one of the things at the top of the wishlist is to be able to see whether a member (or members) of a household have a particular constituency, such as Board. Our development department almost always uses the "replace individual constituent with household, if one exists" option when building lists/extractions since gifts and memberships are at the household level, but certain constituencies are stored at the individual level. Aside from using the "Constituency_incl_affiliate" output element, which requires a list and is not specific to one constituency, is there a way to output households with information from the individual level? Thanks!

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  • We have an Output Set element that does this - it returns the constituency string as seen in the header.  In TR_QUERY_ELEMENT:

    • Category = Constituent
    • Data Select = !.const_list
    • Data From = (select customer_no, dbo.fs_const_string_new(customer_no, 'Y') const_list from t_customer)
    • Single Row = ticked

    Give that a go and holler back if you have any problems!

    Martin

Reply
  • We have an Output Set element that does this - it returns the constituency string as seen in the header.  In TR_QUERY_ELEMENT:

    • Category = Constituent
    • Data Select = !.const_list
    • Data From = (select customer_no, dbo.fs_const_string_new(customer_no, 'Y') const_list from t_customer)
    • Single Row = ticked

    Give that a go and holler back if you have any problems!

    Martin

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