Our Development team wants to reach out to expired members about renewing their membership, and they would like to have the Membership level of their most recent membership as a merge field in their communications. The Output Sets I am building only shows data for Memberships that are active; any records without an active membership just show blank on the fields for Membership level, etc.
Is there a trick to get the Output Set to show Membership data on most recent membership, or membership filtered by expiration date range?
Does this require SQL coding to create a custom view?
We are still on v15.
Thanks,
Allegra
Like Anne, we have a custom view for Membership (Most Recent) that show the most recent membership, regardless of the status of the membership. We have elements built out for each constituency for this as well as element parameters to filter active or inactive.
I also see a view (VS_ELEMENTS_MEMBERSHIP_MOST_RECENT) in our database. I am not sure where this view came from but it looks like it's a standard view in v15. If so, it has many of the same fields available to use as our custom view, including curr_status_no and curr_status_desc that you could build out elements and parameters around to get the output you are looking for.
Maybe this should be in the recipe book?