Query showing which constituents have not been contacted since Jan 1

Cheryl Segear

I need help!  Our Administrator has asked me to pull a report or list of constituents that have not been contacted by solicitors since Jan 1 and I am having a very difficult time developing this query.  Has anyone else done this or knows how to do this?

shani traum

You can query based on last action date Less than or equal to 1/1/17

Alan French

In which ways might your solicitors record contact? Actions? Appeals? Proposals? Your query might have to look at several different areas, or you might require several queries, depending on how your data is structured.

Claudia Marmorowski

Cheryl Segear:

I need help!  Our Administrator has asked me to pull a report or list of constituents that have not been contacted by solicitors since Jan 1 and I am having a very difficult time developing this query.  Has anyone else done this or knows how to do this?

You can do a query with criteria:


Last action date less than 1/1/2017

Action type one of (if you only want to include specific actions and not those of like cards sent etc.)

Relationship-assigned solicitor name -if you want to include certain solicitors


I know its a short list but depending on how your actions are put in there are a lot of different things you could include to narrow down/expand etc. but starting with the last action should help! Good luck!


 

Ryan Hyde

Relationship-assigned solicitor name -if you want to include certain solicitors

NOTE: If you don't want to pull specific solicitor, you may want to include:


        Assigned Solicitor Last Name NOT BLANK


Otherwise, you'll pull constituents who have never been assigned a solicitor and shouldn't be considered for this report.


The overall takeaway here is this: you have to know how your data is recorded in order to query on that data, and because there are many ways to record data, there's no one-size-fits-all solution to these kinds of problems. If you don't know how the info is being recorded, go talk to each solicitor and talk to them about how they record things. If you find some significant inconsistencies between solicitors, that's actually a really really big problem, and it's something you should discuss with your administrator to see if there's a way to create a set of standards moving forward.

Cheryl Segear

Actions.  Sorry this slipped through my inbox so I didn't see your response

Christine Cooke 2

Cheryl Segear:

Actions.  Sorry this slipped through my inbox so I didn't see your response

Action Date is Equal to or Less than 1/1/17 AND Assigned Solicitors are one of....   That should give you anyone that anyone that has an Assigned Solicitor Relationship and has not had an action since December 31st.

Alan French

If they do have an action since 1st Jan but it's something generic like a newsletter rather than contact from a solicitor (assuming you record other things in actions beyond just stewardship activity) then looking at their last action won't work here. You may have to do two queries and subtract one from the other: a list of all your constituents with assigned solicitors, and subtract from that a list of those who have been contacted by a solicitor since 1st Jan, to leave only those who have an assigned solicitor and haven't been contacted this year.

Cheryl Segear

Thank you!

 

____________________________________________________________

 

Cheryl
Segear

Paul Anderson
Youth Home

Database and
Donor Administration

____________________________________________________________

 

T912.537.7237
Ext 832

F912.537.8734   

www.payh.org

Email:
csegear@payh.org

 

Cheryl Segear

Thank you!

 

____________________________________________________________

 

Cheryl
Segear

Paul Anderson
Youth Home

Database and
Donor Administration

____________________________________________________________

 

T912.537.7237
Ext 832

F912.537.8734   

www.payh.org

Email:
csegear@payh.org