Hi -I am trying to build a custom field in Plans that somehow "links" to existing information in Attributes. The goal is to make things as simple as possible for our major gifts officers, who tend to not have the inclination to go searching from tab to tab. We have an attribute called "P2G Score" which I'd like to also show up as a custom field in the patron's Plan.Is this do-able? And if it isn't - how would you suggest I go about bulk uploading all of these scores into the Plans? I don't think there's a utility for this the way there is for Attributes.
Thanks, and sorry in advance if this makes zero sense.
-Lisa
So, basically there's an Attribute already on the customer record with the value you also want to be able to see in the Plan?
Off the top of my head, I think you're going to have to create a new entry in T_KEYWORD that matches the attribute (save for the custom Plan field settings), and then come up with a process to make sure they match the customer's Attribute. I've heavily overloaded LP_CUSTOMER_RANK to do things like this, that may still be your best bet (after an initial mass update). Maybe a simple script to check to see if the values in all active Plans and the Attribute are the same, and if they're not, change them all to the one with the most recent "last_updated_dt".
One thing you'll have to keep an eye on will be how you manage both the Attributes and the Plans with regards to individuals and households, in case you expect those to inform each other.
Yes. I was hoping for a simpler solution that I'd somehow managed to overlook. What you're proposing is probably a little beyond my capabilities.
Have you considered putting the attribute patron Header for their group?
Our Campaign consultants really want this info in the Plans screen.