How to build ad-hoc query that includes credit card recurring gifts that have been updated by the Credit Card Updater Service and those that have not been updated?

When building an ad-hoc query including both credit card recurring gifts that have been updated by the Credit Card Updater Service and those that have not been updated check the Service Pack you are using. SP10 introduced the node needed to perform this function.

 


 
1. Make sure you have your queries built for both:

CCU Recurring gifts with expiration range

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CCU Recurring gifts updated

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2.Go to Analysis>Information Library find first query you would like to merge then open action bar and click Merge

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3. Click the Merge method that corresponds to desired output then Search and select queries to merge

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4. Ensure all desired options are completed such as selection creation

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Steps to Duplicate


 

Environment

 Blackbaud CRM
 4.0

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