Remember that if you use Source Codes (and depending on how), you can
have a record of the communication stored with the source code in the
form of the text field. You don't have to use that method of actually
producing the contact piece in order to keep that as a record - just
copy and paste text from another application into the text block and
voilla! you have a record. Then, of course, you could modify the source
code "buckets" to flag them for level of importance. (You don't need to
use ebase's canned coding system.) This would work for future
communications, but it would be a bit of work to change old
communications to fit the new source code structure.
Carl
Dave Shaw wrote:
>
> >As I began to design systems for our organization, I thought it
> >would be possible to keep every communication with every person
> >stored within ebase. As time went by, this seemed less and less
> >possible. So now, I think, the copies of individual outgoing
> >communications must be stored as Word documents (we use Word) or
> >Eudora documents in files separate from ebase. Similarly, incoming
> >communications must be stored properly.
> >
> >But, when looking at an individual record, how can one easily know
> >all of the important communications there have been with that
> >individual?
> >
> >I'd love to have your thinking on how to store incoming and outgoing
> >documents, both electronic and physical, and how to reflect them on
> >ebase records.
>
> ebase is set up to store a record of constituent communications (not
> the communication itself). For example, the Contacts file contains
> records of letters and emails you sent to a constituent. The Actions
> or Payments files contain a record of the response (sent you a
> letter, made a donation, etc.) You could add fields to Contacts and
> Actions to record the location of the original document. The
> directory and file name for a letter, for example, or the mailbox
> name and date for an email, or the file drawer for a paper copy.
> You're limited only by your ingenuity and the time you can dedicate
> to filing, as Walt suggests.
> --
> Dave Shaw Northwest Classics, Inc
> tel: 206-954-7526 fax: 206-625-1338
>
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--
Carl Paulsen
New Hampshire Rivers Council
54 Portsmouth Street
Concord, NH 03301
603-228-6472
603-228-0423 Fax
[EMAIL PROTECTED]
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