>We altered the payment for field to include Grants, memorials, and >matching....but now ebase doesn't know how to categorize these items >in the Contributions, Dues, Purchases in the view payments screen. > >I imagine there is some other sort of list that defines >these....where might I find them?
This isn't just a list, it's built into the relationships that define the three portals on the View Payments screen. These three major categories of payments are buried deep in the structure - you really don't want to try customizations to expand them. My recommendation. is to use other fields such as pay memo to track the other categories. Grants,memorials, and matching gifts could all be Contributions, for example, with subcatetories noted in pay memo. -- -- 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 ---------------------------------------------------------------------
