We Can Date Solicit Codes in Web View?

Sara Niemiec

I don't know if I'm late to the party on this one, but as I'm switching over more of my processes to Web View, I discovered (to my absolute delight!) that I can add a valid from and to date when I add a solicit code to a constituent's record in Web View. How long has this been a thing? This is so awesome, I had to share.

Heather Reid

A word of caution on this, because I learned it the hard way!! While you can enter valid from and to dates for a Solicit Code, you can't Query on these fields (in Web View or DB View). This means that if you create a Constituent List, and filter using Solicit Codes, it accurately looks at the dates. However, if you create a Query, you cannot build Criteria around the Solicit Code dates and it does not accurately take into account the dates. We had entered valid to dates for a bunch of constituents, and I ended up having to run a Constituent List (which ignored since the Solicit Code, since the end date was prior to today), and run a Query (which showed they had a Solicit Code because it wasn't looking at the end date), then identify which constituents had an ended Solicit Code and use Global Delete to remove the codes. Until we have the ability to Query the dates, our internal process is to add a Solicit Code when it applies and delete it when it no longer applies.