We are doing an appeal where we do not want constituents to be assigned more than one package.  I have created 16 packages and used output queries from mail to assign appeal/packages in global add*.  Now I want to double-check using query that no constituent has been assigned two or more packages in this appeal.  Does anyone know if this is possible? I've tried using a constituent query with varying criteria and nothing I'm coming up with is working (I added an extra package to one record so I know there is at least one it should be finding).

 *I know I could have simplified this by using segmenting in mail and adding the appeal/package from there, but I didn't realize that until it was too late!!!  Lesson learned.

 Thanks in Advance, Katy (College of Santa Fe)

Katy,

 Here's an idea.  In your constituent type query, set the Assigned Appeal ID field = Appeal ID.  Then Assigned Package ID is one of type all of the packages you are looking for.  In the "one of window", mark the "Each record must meet all specified criteria" check box.  Hope this works for you.

 jwant

I'm not sure that would work.  If I understand what you are saying I think she would only find those that were sent ALL packages not just two different ones.

What you may have to do is a series of appeals

appeal id = abc

and package id = 1

and package id not = 1

(repeat for 2, 3, 4, etc.)

Good point!  I only tested it for 2 different packages, not 16.  I got ahead of myself.

Oops...you would actually need to do a constituent query and export but the rest should still work for you. 

I think with 16 packages this might be more work than what you want. 

How about this:  create an appeal query pulling all constituents with that specific assigned appeal, do an appeal export into excel and export the appeal ID and the package description, you will have the option to choose how many packages to export for each appeal, once in excel, auto filter on the columns where someone may have more than one package for said appeal (not sure of what the header would look like but would have _2 in it to indicate second package).

I hope this makes sense.  Let me know if you further details.

Jeannine Viering