We're using CSI's for tracking our contacts to call regarding refunds. We're trying to find an easy way to find out which of our CSI's are not assigned and View All Customer Service issues doesn't allow us to easily search based on unassigned CSI's. Does anyone have a report or trick that we can use to find these easily?
Michele
If no tricks, can anyone tell me the tables I need to join to find any CSI's that have not been assigned?
Hi Michele, What do you mean by "assigned?" Do you mean those that do not have a reminder with an assigned name attached to them? If yes, here is some code for you. This will give you a list of Customer number and CSI number for any CSI that does not have a reminder assigned. If you switch the commented out where clause and comment out the other one instead will give you all CSIs who have a reminder attached.
select c.customer_no, c.activity_no, r.solicitorfrom VS_CUST_ACTIVITY cLeft Join VXS_SOL_TASK r on c.activity_no = r.cust_service_no--where r.cust_service_no is not nullwhere r.cust_service_no is nullorder by customer_no, activity_no desc
Thank you!! This is exactly what I was missing. I couldn't figure out what the table was that held the reminder.
Michelle, Here is a really good document for finding tables from V12.5 but I still use it all the time. https://www.tessituranetwork.com/en/Files/Docs/SystemAdmin/Tessitura-Screens-Table-Reference-v125
Thanks Terry - I do have that document bookmarked but always forget about it! Thanks again for your help. I was able to get what I need.