Hi folks,
I have had a weird request come through to me asking for a list of constituents based on when their 'Gen Sal' was last pushed/updated. Essentially, our membership manager wants to help use this for data maintenance purposes whenever a constituent changes membership categories, as a way to filter out those where Gen Sal was recently pushed/updated.
So essentially the list would look for everyone who had a membership category change in the last month, but did not have Gen Sal pushed/updated in the last month....hoping that makes sense.
Anyone know if having a list element based on when salutations were last generated is possible? And if so, how I would go about it? Thanks!
Nevermind! Answered my own question. Funny how sometimes typing it out gives you an idea.It's not quite when 'Gen Sal' was last pushed, but it is when the salutation was last updated. The only downside is that if Gen Sal was pushed, but no changes were made, the last_update_dt doesn't change. In any case, for reference, here is what I setup in T_KEYWORD:Description: Salutation Last Update DateData Type: DateEdit Mask: DateDetail Tbl: vxs_cust_salDetail Col: !.last_update_dt
Couldn't you just use the constituent audit report based on a list? You can run a list of those who had a membership category change and use that in the report. You can just choose the TX_CUST_SAL and it will give you all the delete, update, inserts and the dates it was done.It exports to Excel quite nicely. I use it to audit changes all the time
Ouuu thanks, Jen! This is also a super good solution that we will probably also use. Didn't even realize that report existed haha.Part of the reason we wanted it in a list as well is so that we could set it to schedule 'Generate a List' to auto-generate it with some relative dates and then potentially also schedule the 'Rebuild Salutations' based on that list when a recent membership was purchased, with a category change, but that the salutation was not updated. We seem to catch these only after we have already contacted say a household, but using only an individual in the salutation....so trying to find a way to automate things a little more.
I warn you...when you start poking around with that report, you may find data you don't like. LOL I audit all changes made by staff on a weekly basis so it doesn't get too crazy. I also run it weekly to catch any updates to accounts made by patrons online to ensure that it meets our standards.
Want to come audit our data as well? ;) ;) We have been finally finalizing our contact permission and interests setup along side a data maintenance schedule project, so hopefully, most of the issues will get caught before I look at that report haha.
I LOVE data clean up. I can sit there for HOURS doing it. It is oddly calming. Nothing like a shiny database to make my day.
Wow! I admire you, but I am afraid I don't resemble you in the slightest.
Same, I can do it for days. But I believe that's an Autistic hyperfocus thing for me. Same as coding.
Ah, yes, data cleanup - love plowing through and making things consistent....