How to exclude an individual record from LYBUNT if the other member of the household is the primary giver?

Jon Wysong

I am working on LYBUNTs for my director and my predecessor made a great query for this task. I would love to just use it and update it, but on my latest export, we noticed that some members of households were included that probably shouldn't be (their spouse or other member of the household did give this year).

What criteria should I be looking at to exclude these household members so we don't end up contacting them?

DeAndre Daniels

Hi @Jon Wysong - You can try adding the filters mentioned in this KB to limit the query's results to the primary member of the household:

Jon Wysong

@DeAndre Daniels thank you!!!