On Tue, 15 Jan 2019, Rich Shepard wrote:

Working with my sales/client management system using psql I have a select
statement to identify contacts to be made. This statement works:

With much patient advice from Adrian, David, Thomas, and Ron I fixed the
schema and the query statement. To close this thread I post the query that
meets my goal and provide the information I need. Formatting this as a
report will be the job of SQLAlchemy and wxPython.

/* This query selects all contact information and notes from those people
   whose next_contact date is today or earlier; only active persons. */

/* Specify columns */
SELECT p.lname, p.fname, p.direct_phone, p.active, o.org_name,
       a.act_date, a.act_type, a.notes, a.next_contact, a.comment
/* Specify tables. */ FROM People AS p
     JOIN Organizations AS o ON o.org_id = p.org_id
     JOIN Activities AS a ON a.person_id = p.person_id
/* Specify rows */ WHERE p.active = TRUE AND
      a.next_contact <= 'today'::date
GROUP BY o.org_name, p.person_id, a.person_id, a.act_date, a.act_type,
      a.next_contact
ORDER BY p.person_id, a.next_contact DESC;

I really appreciate your help.

Best regards,

Rich

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