UFN_SELECTION_CONSTITUENT_WEALTHPOINTONLYPROSPECTRESEARCHCONSTITUENTS

Returns IDs of Constituents screened through WealthPoint, with or without identified assets.

Return

Return Type
table

Definition

Copy



            CREATE function dbo.UFN_SELECTION_CONSTITUENT_WEALTHPOINTONLYPROSPECTRESEARCHCONSTITUENTS()
            returns table
            as return
                select distinct
                    C.ID
                from dbo.CONSTITUENT C
                left join dbo.DISABLEDWEALTHUPDATES DWU on DWU.ID = C.ID
                left join dbo.WEALTH W on W.ID = C.ID
                where
                    C.ISORGANIZATION = 0 and
                    DWU.ID is null and
                    W.WEALTHPOINTDATE is not null;