Hi all,
Curious if anyone out there has any experience creating the same CSI for multiple accounts / all constituents in a list. We'd like to use them to add that a benefits package has been sent to a group of members, and while I can't figure this out with a canned report, I'm sure someone out there has a solution that has worked for them. Please let me know!
Thanks,Max WilliamsStanford Live
Hi Max,
I actually uploaded some SQL just the other day that does bulk CSI creation. Perhaps you can adapt it to your needs:
https://bitbucket.org/TN_WebShare/copy-csi-to-order/src/master/LP_COPY_CSI_TO_ORDER.sql
If you don't have access to the community code repository yet, just fill out this form: https://www.tessituranetwork.com/Support/Resources/Developer
There are a couple of really good utilities in TASK (no disrespect to Nick's solution!):
I have downloaded both and they work really well.
Now I'm off to see if I can get Nick's SQL code!
Martin