Holly, That's great! Thanks -- I'll forward this directly.
-- Eric -----Original Message----- From: Holly Ross [mailto:[EMAIL PROTECTED]] Sent: Tuesday, October 09, 2001 5:42 PM To: TechRocks Support Subject: [support] RE: Member Levels in .102 Oh, you're right. Oops. Here's and answer (I actually checked before writing this down!) Changing the giving level amounts does not adversly affect your data. The reason the giving level does not automatically change when you change the giving levels in the wizard (I presume) is so that you can analyze your old gifts under the old system. To apply the new levels, you need to do a search from the payment entry screen for payments between X date and X date, then click the light blue Update "Level" button. This will update the Level field on the home screen for only those payments. Payment made outside this found set will not be affected. Did that make sense? Holly Ross Consultant TechRocks mailto:[EMAIL PROTECTED] p) 212.812.4293 http://www.techrocks.org > -----Original Message----- > From: Eric Johnson [mailto:[EMAIL PROTECTED]] > Sent: Tuesday, October 09, 2001 7:25 PM > To: TechRocks Support > Subject: [support] RE: Member Levels in .102 > > > Hi Holly, > > Thanks for your reply. > > I'd just tested the updating of find fields when your email came in -- it > didn't change the member level info. But, I may be testing something sort > of different ... > > Here's what I did ... I looked at a particular record for which the > individual had given $30 so far this year. Part of what I want to test is > what happens when the member levels themselves are changed, & when the > member level for each record is then recalculated. Once I found an > individual record & noted the YTD donation $, I went to admin screen 2 and > went through the setup screens to change the member levels. We had one at > 0-24.99 and another at 25.00-49.99 (minimum levels 0 and 25, > respectively). > I changed the 25.00-49.99 level to 40.00-49.99 (minimum level 40). > > I went back to the HOME screen for the particular person, and noticed that > it had not recalculated (i.e. the field next to MBR LEVEL still showed > $25.000-$49.99). So, unlike YTD$ and some other fields, running > HOME didn't > recalculate MBR LEVEL. Then I updated all find fields -- and MBR > LEVEL also > wasn't changed then. Adding a large payment did change the field. > > None of this is at all worrisome -- I'm just interested in > finding out what > circumstances may cause the recalculation of that field. The person who'd > sent me the question is interested in changing her member levels (in setup > of ADMIN) and wondered what effect that might have on her > existing records. > > Cheers, > > Eric Johnson > CEC > > > -----Original Message----- > From: Holly Ross [mailto:[EMAIL PROTECTED]] > Sent: Tuesday, October 09, 2001 4:55 PM > To: TechRocks Support > Subject: [support] RE: Member Levels in .102 > > > Eric - > > The member level field on the home screen is a calculated field > (it looks at > the amount of the dues payment and then "calculates" which level they are > at. Calculating this field for every record all the time would take a lot > of processor power, and would be painfully slow, so it only > calculates when > you tell it to. > > Go to the Admin screen 1 of 2. There are two buttons there - Replace > Current Find Fields, and Replace All Find Fields. These buttons > will cause > all of those calculated fields to, well, calculate. The first > replaces the > find fields in the found set you're working with, the second with > the entire > database (though you can tell it to recalculate only since a > certain date). > > Holly Ross > Consultant > TechRocks > mailto:[EMAIL PROTECTED] > p) 212.812.4293 > http://www.techrocks.org > > > -----Original Message----- > > From: Eric Johnson [mailto:[EMAIL PROTECTED]] > > Sent: Tuesday, October 09, 2001 5:20 PM > > To: TechRocks Support > > Subject: [support] Member Levels in .102 > > > > > > A colleague is interested in changing the member levels (done > in the setup > > screens from within Admin) for her ebase. She's wondering under which > > circumstances the Member Level information on the HOME screen will be > > updated. > > > > On a copy of my ebase data, I found a certain record and then > changed the > > member levels in the setup screens in Admin so that this person > would now > > fit into a _new_ category (based on his donation this year). When I > > returned to the HOME screen for this person, his Member Level had not > > changed. However, when I entered a new, phony donation ($3000 -- I > > wish...), the Member Level on the HOME screen was updated. > > > > Doe anyone know if there are other circumstances in normal > ebase use that > > would cause this value to be updated for a given (or all) > > records? It would > > appear that only entering a new payment alters the Member Level > > info on the > > HOME screen. I imagine it also changes when a membership expires/gets > > renewed. > > > > Thanks in advance for any information you may have to share. > > > > -- Eric Johnson > > Colo. Env. Coalition > > > > Eric Johnson > > Colorado Environmental Coalition > > 1536 Wynkoop #5C > > Denver, CO 80202 > > > > Keep up with CEC news & goings-on at > > http://www.ourcolorado.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 > > --------------------------------------------------------------------- > > > > > ------------------ > 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 > --------------------------------------------------------------------- > ------------------ 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 ---------------------------------------------------------------------
