Household Updates Routine

Donor Record

The Household Updates routine updates several read-only fields on the Donor record nightly. These values can then be used in any user-defined views (queries). The following fields are updated by this routine:

  • First Donation (Date)
  • Last Donation (Date)
Household Record

The Household Updates routine also updates several read-only fields on the Household record nightly. These values can then be used in any user-defined views (queries). The following fields are updated by this routine:

  • First Donation (Date)
    • First Donation is initially disabled via a Configuration Setting called AddHouseholdDonationDates. Set the value to yes to enable the routine to update this date. If you wish to hide this value from some users you may create a security role using a field restriction on this field on the household record and assign that security role to one or more users who might otherwise have access to the Household record.
  • Last Donation (Date)
    • Last Donation is initially disabled via a Configuration Setting called AddHouseholdDonationDates. Set the value to yes to enable the routine to update this date. If you wish to hide this value from some users you may create a security role using a field restriction on this field on the household record and assign that security role to one or more users who might otherwise have access to the Household record.
  • Last Activity (Date)
  • Congregation_ID (Foreign Key): This is off by default. It is only updated if the field is empty. Contact Support to enable.
  • Household_Source_ID (Foreign Key): This is off by default. It is only updated if the field is empty. Contact Support to enable.
 

Last Modified: 11/14/2018

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