In addition to the question below... :)
-I recently did a summary report on 2 appeal letters we sent out. I got them both in
the same report by doing "add new request" on the find. However, the report
didn't tally up the grand totals at the bottom, it gave the totals from the second
letter only as the "grand totals" as well. How can I fix this?
Thanks,
Rachel
Rachel Walden wrote:
> Ted,
> Thanks for your help. One last problem, I think. I can't choose the payments table
>from that drop down. This is what I'm doing.
> -Go to layout mode
> -Use pull down over rolodex (does that have a name?) to go to Query #2
> -Add field box
> -Go to specify field
> At this point I cannot choose PAYMENTS instead of names, as it's not in the list. I
>see PROFILE, SUMMARY, GIFT, ACTIONS, CONTACT, HELP, lookup from zip table,
> etc. but not PAYMENTS.
> -thanks, :)
> rachel
>
> Ted Fickes wrote:
>
> > Rachel,
> >
> > Okay, you're in layout mode and trying to drop the pay memo field onto the
> > donor screen of the query section. That's what you need to do b/c once it's
> > there, you can work with it in the query.
> >
> > To get it there, navigate to the screen you want to use the field on. Enter
> > layout mode. Take a look at the top of the field selection box. You're not
> > looking at fields in the payment table but rather names table fields (I
> > believe it's names). You can switch tables you're viewing fields from up
> > there - a drop down. Switch to the payments table and you should be able to
> > choose the pay memo field. Hope that helps.
> >
> > Ted
> >
> > > -----Original Message-----
> > > From: Rachel Walden [mailto:[EMAIL PROTECTED]]
> > > Sent: Friday, August 17, 2001 6:28 PM
> > > To: TechRocks Support
> > > Subject: [support] RE: custom find for members
> > >
> > >
> > > Thanks, I rarely use the query screen, so I hadn't even
> > > thought of it. :)
> > > There is not a field for "Pay Memo" in the Donor query
> > > screen. I tried to add one, but couldn't seem to find the
> > > right field to insert. when I tried adding the
> > > new field, in the Specify Field box, I did not see
> > > "PAYMENTS," so I couldn't pull down the list that contained
> > > "PAY MEMO" Any suggestions?
> > >
> > > Ted Fickes wrote:
> > >
> > > > Rachel,
> > > >
> > > > It sounds like you are doing finds directly on the payments
> > > screen - either
> > > > with the find button or by hitting ctrl-F.
> > > >
> > > > Try using the query section. There, you can search different
> > > > name/demographic data on one screen, go to payment info on
> > > another screen
> > > > and maintain a single find. What you're looking for should
> > > be on screen 2
> > > > (donor info) of the query section. I don't have ebase in
> > > front of me, so I
> > > > cant recall if pay memo is a field on that screen layout by default.
> > > >
> > > > Ted
> > > >
> > > > _______________________
> > > > Ted Fickes
> > > > Environmental Law & Policy Center
> > > > 35 E. Wacker Drive, Suite 1300
> > > > Chicago, IL 60601
> > > > 312-795-3724
> > > > 312-795-3730 (fax)
> > > > [EMAIL PROTECTED]
> > > >
> > > > > -----Original Message-----
> > > > > From: Rachel Walden [mailto:[EMAIL PROTECTED]]
> > > > > Sent: Friday, August 17, 2001 5:24 PM
> > > > > To: TechRocks Support
> > > > > Subject: [support] custom find for members
> > > > >
> > > > >
> > > > > I want a custom find to do the following things:
> > > > > -Find the people who have a year-to-date dues/contribution of *$10
> > > > > -Find people marked as student/low-income members (marked
> > > in the Pay
> > > > > Memo field of Payment Entry)
> > > > >
> > > > > I haven't been able to perform this find because of the
> > > > > separate screen
> > > > > that opens for Payment Entry. Can anyone tell me how to do this?
> > > > >
> > > > > Thanks,
> > > > > Rachel
> > > > >
> > > > >
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