A QueryPlus user was creating a greeting card list and found that Premiums from multi-year Policies weren’t being included. Investigation showed that there were 3-year policies which had all of the Premium in transactions right at the beginning of the term, whereas the payments were being made quarterly.

Since all of the Premium was outside the 1-year window for the list the user needed, the list couldn’t use the Premium transactions. In order to get the data from the Invoice side, a new field was required:

            Customer Total Invoice Amount for Past Year

The other requirement for the list was that it would only include Customers with Active Policies, so the query also includes this existing field:

            Customer Open Policy Count (filter for ‘greater than 0’)

Use the ‘Top XX Records’ feature of QueryPlus to return only the number of Customer names desired.

Add any Customer-level address or contact information, and you have a mailing list.