How to Query current and old information

erin russell · March 2016

Hi All - I am stuck with this Query and i feel as though i just need to step outside of it for a moment.

I am trying to run a Query based on Membership levels. I need CURRENT members of one category and then i also need a different category of members EVER - both criteria need to be on the same constituent.

So lets say they need to currently be a Family member that also at one time also had a dual membership in their history with us.

I cant seem to rig up that combination. Ive never merged queries out of training, but maybe this is a case for it?

Any advice? Thanks all!

Angela Bertrand 2 · March 2016

Hi Erin!

This does indeed sound like a good time to use the merge queries operator! Create one query for all current members of one membership level, then another for all members of other membership levels. Chose merge queries, select the two you just made and the and operator and you should get the list you're looking for.

Christine Cooke 2 · March 2016

Yes this does sound like a merged query situation.

You would write one query with the current info and one query for the past info.

Because you want to see who is current AND past the merge operator would be AND.

erin russell · March 2016

Thank you everyone. I think i just needed confirmation that my brain was moving in the right direction. that worked great!

Lance Dudek 2 · March 2016

You can achieve this in one Constituent query using Current - Category equals X AND History - Membership Category equals Y.

As an aside, the membership history selections consider the most current transaction as part of the history.

How to Query current and old information

Comments

Categories