Hey David,
How well do you know Filemaker?
I've put a (fairly simple) customization in for several of my clients which will check
for an open pledge whenever someone hits the Add Payment key for a record. If there
is an open pledge, the script will ask the user if the payment should be applied to
the pledge. Easy, and pretty foolproof. Asking a volunteer to look up a key field
used for internal relationship is probably not the ideal way to go about this.
Contact me off-list if you'd like more info on this method.
HTH,
Matt
At 07:26 AM 8/25/01 -0700, you wrote:
>>>>
I am resending this note because I didn't seemed to get any comment on it the first
time I sent it. Anyone out there have any words of wisdom for me in working with ebase
in this way?
David
__________________
Hi All,
We have some volunteers that input our pledge information and payments. Every so often
the enter a payment as dues but forget to apply it against the pledge or create a
pledge for it. This is easy to catch but fix seems to require deleting the payment and
re-entering it from the pledge screen.
I have worked out an way of saving time by putting the pledge key field in both the
pledge screen and payment screen. That way I simply look up the PLEDGE key and enter
it into the payment. It seems to work but I wanted to check to see if there is
anything that I am missing in this approach to correcting the above input error. Do
you have any comments on this?
David Rodgers
Institute for Individual and World Peace ------------------ 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:: [email protected]
To unsubscribe send a blank email to [EMAIL PROTECTED]
---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
---------------------------------------------------------------------
