Allow the creation of selections based on plan participants.

When I want to create a selection of constituents who are plan participants on a plan I cannot because I have to go through the Plan the query returns Lookup ID of the constituent that the Plan is assigned to. In a query or a export definition I can certainly show who the plan particpants are but if I want to create a selection solely of the plan participants lookup ids I cannot do it. this has been confirmed but Blackbaud tech support (11883843). The workaround that I had to use was to create an export definition that includes the plan participants, copy them from the result file and create an import selection. I would like to have a data source that bypasses the plan and allows me to query directly on plan participants.
  • Guest
  • Jun 29 2015
  • Will not implement
  • Attach files
  • +1