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This report will display contacts with Bequest statuses set and if a Legacy has been setup as they are confirmed.
Field |
Description |
Serial No |
Unique Identifier |
Contact Type |
Individual/Organisation |
Date of Bequest status
|
Date at which donor became Confirmed, intender etc
Status and Date |
Bequest Codes |
Codes which identify confirmed bequestors, intender etc |
Confirmed Bequest Type |
Residuary, Pecuniary etc |
|
|
Title |
|
First name |
|
Last name |
|
Address |
|
City /Suburb |
|
State |
|
Post Code |
|
Country |
|
Home Phone |
|
Work Phone |
|
Mobile Phone |
|
Email Address |
|
Date of Birth |
|
Do Not Mail |
Whether a donor can be mailed |
Do Not Email |
Whether a donor can be emailed |
Do Not Call |
Whether a donor can be phoned |
Gender |
|
1.Create a report using report designer under User Defined Reports
2.Create the report using the Report Wizard
3.Run Query Builder
4.Select the View_ContactPlusAttributes table
5.Tick the following fields:
Serial Number |
AddressLine1 |
Day Telephone |
Gender |
Contact Type |
AddressLine3 (Suburb) |
Evening Telephone |
Do Not Mail |
Title |
AddressLine4 (State) |
Mobile |
Source |
First Name |
Postcode |
Email Address |
Do Not Call |
Last Name (Keyname) |
Country |
Date of Birth |
6.Select the Tbl_BequestAudit table
7.Join this table with the existing table using an Inner Join with the Serial Number as the identifier.
The Inner Join will ensure only the contacts that have Bequest information will be displayed in the report.
