>Dave, thanks for pointing out that the Modify/Create/Keep window >doesn't . . . appear in the payment query routine. I had not noticed >that and am very happy to know that my software is behaving normally. > >However, you and Walt leave the impression that there is *no* way to >find post dates for those who never paid dues in 2001.
I think what was intended is that there is no way to find post dates for those who have never sent any money at all. For these people, there are no payment records and a search for post dates won't select their names. >It occurred to me that after you have found >=1/1/2001 payments, you >can export these to a tab delimited file that includes the Payment >For field. > >Open the file in Excel, do an alphabetic sort, and then delete all >individuals for whom payments were Dues. What you are left with are >the names and addresses of those who made contributions and >event/purchase payments after the new year, but no dues payments. That's correct, but you can do the same thing within ebase by entering the post date >=1/1/2001, adding a new find request, entering Dues in payment for, and check the omit box. Both methods will find everyone who made some kind of payment in 2001 but not a dues payment. It will not find those people who have made no payment at all in 2001, which I understood was part of your request. > >In our organization the need for this is not just theoretical. > >Our Bylaws indicate that anyone who contributes the equivalent of >dues is a member. In spite of this, oddly, several appeals are made >every year for dues. An effort is made not to send these (redundant) >appeals to members for whom dues payments have trickled in from the >Newsletter or in other miscellaneous ways. > >The inflexibility of our legacy database is largely responsible for >this dues muddle. However, I was gratified to discover that with >ebase it *was* possible to do one o the very few things our old, >flat legacy database could do with ease. > >Henry > >>It looks like you have two questions developing here - What >>happened to the Modify/Create/Keep window? and how to do the search >>for anyone who has not posted a dues payment last year. >> >>>Thanks Walt. By made a dues payment I mean simply individuals for whom a >>>dues payment was *posted* in 2001. (Not interested in expired members.) >>>Your second paragraph below is more in the direction of what I was trying >>>to do. Only, I did a Find for *all* Payment For entries (Dues, >>>Contributions, and Event/Purchase), and then wanted to do an Omit *Dues* >>>Payment For from that Found Set. That's where I ran into the problem of >>>the disappeared modify/create window. Both of these queries (1, find all >>>payments after 1/1/2001 and 2, omit dues from previous found set) use >>>fields in the payments file. If this approach is OK as a multiple find, >>>does the absent modify/create window indicate something wrong with the the >>>software? Henry >> >> >>First question: >>The Query routine in the payments file doesn't check for a previous >>query (by comparing the found set with the number of records in the >>file) like the names file does. The Modify/Create/Keep window >>doesn't therefore appear in the payment query routine. At least in >>the ebase file set as delivered. If you have modified the payments >>file to do that, I can't answer why it's not showing up now. If you >>want to modify an existing query in the payments file, select the >>script Modify Last Find, which will recall the previous search >>criteria and jump to find mod. >> >>Second question: >>The easiest way to find the people who have not posted a dues >>payment in 2001 would be to: >>- hit the payments tab in the upper left of the HOME screen. >>- Click the gray Find button on the right. >>- Tab once and enter the date >12.31.2000 (There's a button on the >>entire payment line in this screen so you can't click into the >>field directly) >>- Tab again and enter "Dues" (without the quotes) >>- check the Omit box on the left >>- Click the Find button on the left to perform the search. This >>will omit from the found set anyone who had a Dues payment in 2001. >>Walt's right, though, this will include current members, previous >>members, and never members, as long as you haven't had a dues >>payment from them this year. >>-- >> >>--------------------------------------------------------------------- > > >-- > >------------------ 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 >--------------------------------------------------------------------- -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ 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 ---------------------------------------------------------------------
