Finding individual records with blank Primary Addressee

@Chris Zello
with IOM, you can specify default addressee/salutation for only new constituent.

Then for checking, while you cannot use Query in webview to filter on primary addressee or primary salutation being blank, you can go to DB view, save a query that is filter: key Indicator = Individual AND (primary addressee is blank OR primary salutation is blank). Then use SKY API Execute Query by ID to run it and get a list of constituent (individual) that has blank primary addressee or blank primary salutation

@Chris Zello I bit unclear but it does sound like you are trying to do in db view? If so, it has worked fine for me. My criteria:

@Aldera Chisholm
I'm going to reply here so others can be aware too.

while query in database view is good to do what OP ask, it doesn't allow for automation.

Query in webview cannot do what OP ask, (b/c primary addressee/salutation is not “query-able” with Query in webview yet)

However, Query API can do what database view query can do, but allow for automation.

Automation that I suspect OP is going to do is: Recurring daily: check for primary addressee/salutation that is blank, if any, send email to notify himself of the records that has issue for him to fix. Additional, if OP want to go far, is to directly update the constituent record such that addressee/salutation is updated automatically with the default, removing the need to do additional work. (auto data correction)

Added note:

database query allow for one-of operator up to 500. (i.e. 500 constituent id)

query in webivew allow for up to 2000 one-of. Which is much better.

query API allow for more than 2000, I don't remember exactly how many, I think last I checked is 5000.

EDIT: since I want to know what Query Ad-hoc API limit is, I just checked and cannot find a real limit… 50K works, but when I try 100K, the API timed out (2 minutes limit of power automate),

@Chris Zello Hi Chris! How are you importing the salutation through IOM? There is a setting on the profile under Constituents that allows you to set the default primary addressee and salutation for new constituents. That way it will only add that data for new records but not change anything on existing records.

@Chris Zello Just a note, if someone who reads this is dealing with issue but doesn't have Omatic, the primary add/sal can easily be added using global change - constituent in db view. That assumes you have a set format for all records where you need to add the add/sal.