get_do_assignments: Get Solicitation Plan Assignments

In crazybilly/ucbudar: A collection of functions and variables for working with data at UC Berkeley UDAR

Get Solicitation Plan Assignments

Description

Get Solicitation Plan Assignments

Usage

get_do_assignments(
  start_date = fyStartDate,
  end_date = fyEndDate,
  fundraiser_id,
  unit,
  include_post_commit_assignments = F,
  db = cdw
)

Arguments

start_date	a YYYY-MM-DD date-like object (can be a string or date) for the date range when plan assignment should be active
end_date	a YYYY-MM-DD date-like object (can be a string or date) for the date range when plan assignment should be active
fundraiser_id	an optional vector of fundraiser entity IDs
unit	an optional vector of assignment office codes
include_post_commit_assignments	a logical indicating whether assignments which started after the proposal commit/turndown date should be include. TRUE to include stewardship and planned giving assignments. FALSE for standard gift cultivation-type assignments.
db	an active database connection. Must be PROD (the data needed to build qualifications doesnt live in CDW2)

Value

a database tibble with one row per fundraiser/assignment/proposal/prospect/entity. Includes non-primary entities for all prospects.

crazybilly/ucbudar documentation built on July 15, 2024, 5:03 p.m.