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!
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....