Best Of
Re: Gift Notification based on Constituent Custom Code
@Simon Cardnell
few ways you can do this
- in your exisitng flow, get constituent custom fields by category (https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituentCustomFieldsAllConstituents), which will give you the constituent system record id of those that has this custom field; use this array of constituent system record ids to filter your gift list
- rebuilt your flow using Query API's gift query, that allows you additional filter on constituent custom field.
Re: Pull primary phone and email into a query/list/export at the same time
@Amy Bridges I would also say to just add Is Primary? in the export and that way you can sort everything by Primary. Like JoAnn said, I would separate out each different phone type that way you have each one in its own column, since phone types are one to many fields. As in my case below I would have Email together, Email 2 together, Assistant Email together and when I pull over Email 3, those will be together.
