[support] Re: Transfering Records

[Beth Hynes]

Title: Re: [support] Re: Transfering Records

If I understand correctly: You have 2 names records for the same person with each record for that person having one or more payment entries. I can't think of a fast and painless way to do this so here's my slow advice: 1st) I'd suggest you skim the ebase manual to get the general drift of how it works 2nd) Use the duplicate check in the Admin tab to find all the dups and print a list of them 3rd) Figure out which record you want to be the primary and which the secondary, i.e. the one whose payment records get moved. 4th) This is the tricky bit: moving the payments to the primary name record. Depending on how many you have you could just use the payment report button and get a print-out of the seconarys, then hand enter for each primary record the secondary's payment info off the print-out. I hope this helps some. Any other suggestions? -- Beth Hynes Parks & Trails Council of Minnesota 275 East 4th Street, #642 Saint Paul MN 55101 [EMAIL PROTECTED] 651-726-2457 ---------- From: "DADs Info" <[EMAIL PROTECTED]> To: "TechRocks Support" <[EMAIL PROTECTED]> Subject: [support] Re: Transfering Records Date: Fri, Jun 8, 2001, 10:27 AM Sorry I was not detailed enough.  I have just taken over this job at this organization. So I am still new to all of this.  What I am trying to do is we have a lot of members who have some payments on one record and some payments on the other record. and I need to go through and combine them so that all the payments are on one record.  Does that make any sense? and I don't want to go ahead and do this until I really know what I am doing.   One you transfer someone's payments and all their information to another record, are they still going to be in ebase, or will ebase automatically delete them?   Jessica Dads and Daughters www.dadsanddaughters.org <http://www.dadsanddaughters.org> [EMAIL PROTECTED] <mailto:[EMAIL PROTECTED]> 218-722-3942 218-722-4058 (fax) PO Box 3458 Duluth, MN ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support  and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org --------------------------------------------------------------------- ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: archive@jab.org To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------