Xplan ExpertThe Fee Renewals, not like it's important or anything.
I can't even get a decent reason for why the xpt_delegate_opt_in field is not able to be added to the query for filtering on.
Advisely ContributorThis would be very useful, particularly for a case where you want to send a reminder only once a year and the client may have two reviews (sorry, I completely missed your response!) have you had any luck with Iress or Courtney’s response below?
Hi Luke,
I am currently testing to see if it works as expected. So far, it's worked on my test client where I moved the Reference Date. I haven't had any live examples yet so I'm just waiting until I do to tick it off as a success!
That's the problem, we don't have many where the other entities don't have the same as the client, but the numbers are gradually creeping up and I don't want to miss any by having the start the threads manually.
My search criteria ended up being this for the Scheduler to kick off the Fee Renewal Threads every day.
I have my fingers crossed. It would be so much simpler to be able to filter on the xpt_delegate_opt_in field.
Felicity
