Ok, now I am really on the hot seat. The same problem has appeared after I
followed the added suggestions below. After doing a number of new pledges,
all of a sudden one new pledge appeared with four payments attached from a
different member. So I am still doing something wrong.
If you look at the message below I did item #1 which seemed to help for a
while. Item number #2 I didn't know how to do this because it seems each
file has a different field to change. This will be my third attempt and
with a staff of 3 in this area everyone could go a little nuts if this
doesn't work. Ok, enough dramatics.
My main question is, how do I know exactaly what to do to make the
conversion if it isn't really documented? Dave gave me some "examples" but
I think I need to know exactly or I will be in the same soup.
Next Steps?
David Rodgers
Institute for Individual and World Peace
805-967-7424
> >1) Thanks for the advise. I did the upgrade again and it seems to be
> >working now. I think the main piece was the "Perform Auto-Enter Options
> >While Importing" check box being checked.
>
> I think you're right.
>
> >2) I could not find any of the other files that had auto-enter index check
> >for the Record ID. Now the question is should I have checked each one or
> >not. I did not and so far there isn't any affect. The reason I didn't was
> >that it was not checked to auto enter at all except for the names_.103
> >file?
>
> Receipt Number in payments_.102, Action Number in actions_.102,
> Contact Number in contacts_.102, are all auto-enter fields, for
> example. It's good practice to include a record number field in a
> file, and they appear in many of the ebase files. Once you unchecked
> it for names, it probably defaulted that way for the others, so it's
> probable that you're OK.
>
> >3) We enter all our data at one standalone station and 2-3 other people
> >then get copies of the files for their reference and to generate reports
> >for their work. When we transfer the files to them, can we just transfer
> >the .103 files or do we need to include all the other files like the .dll
> >etc.
>
> The .103 files are the data files, and that's all you need to transfer.
> --
> --
> Dave Shaw H4 Consulting
> tel: 206-954-7526 fax: 206-625-1338
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