>We are trying to track how our various members are connected to our >organization -- partially for major donor development, but for general >relationship building as well. Here is the info I want to track and be able >to print out in some convenient way: > >1. How did this person find out about us (that would be origin in the name >data entry screen).
Origin is the field intended to track this data. >2. What are the connections this person has to our organization? >This could >be who do they know on the staff, board, ex-board. Also, this could be more >than one person so I need a field that can accept multiple entries. Also, >it would be nice to know what organization this person belongs to. The affiliation field on the Bio screen is set up to do this. You can change the list of check boxes through the admin screen. Notes records are also used for this function. Version 2 does this in a much more useful way. >3. Who asked them for the gift or signed the letter? I suppose this could >be source code but there's also the field in payment entry that allows me to >enter a name. If the name relates to a specific payment, you could enter it in the pay memo field. >4. Who is their assigned contact? We're trying to have our board members >"buddy" with our members so that when someone gets a letter from us, it is >signed by their designated board member. This may change from time to time >so this needs to be a field that is easily updated. There is a field in the names file named Staff Assigned to serve that function. It's not on a layout, but if you are using FileMaker you could add to a layout in some convenient place. >I'm a newbie here and it appears that historically we have not used the >notes screens or the activist screens much. I have not had any formal >e-base training so I am making this up as I go along. Any ideas of ways to >use e-base more fully? Is there a good place for me to go to learn? Review the ebase manuals, the FileMaker User Manual, read this list regularly, and check the ebase site for classes in your area. NPower, in Seattle, has a regular schedule of Filemaker and ebase classes. Check the schedule at www.npower.org >I also need an easy way to print out a member's name along with all the >other bits of contact info in an easy "catalog" format. Is there someplace >I can go which tells me the name of each exportable field and what it does? Any field in any file can be exported. There is a data dictionary (a FileMaker file with a list of all fields and their use) available at www.ebase.org/help/ >I guess I'm still trying to figure out how best to use our database and what >are the strengths and limitations of e-base (version 1.00 or 1.02). Is it >effective for major donor tracking? Are these practical requests? -- -- 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 ---------------------------------------------------------------------
