>As a follow-up to this, I have other questions (questions I've been >wracking my brain as to how to most effectively resolve...)
Yes, these are major customizations, probably more than can be specified through email messages. You should spend some time talking with a consultant who can listen to your needs and direct your effort. >#2. Is there a way to have multiple entries in one field, and then >pull by any variable you may enter. If we set up a separate field >per staff member or board member, the queries could be quite >cumbersome and LONG....For us, we have 11 staff members and 11 >board, so you can see how the queries would go.... Yes, Using a value list and check boxes is one way to do this. Do I understand that you want to be able to assign more than one staff member to each record. > >#3. We also need ability to manage who asked for gift, which >campaign, and who is signing thank you letters. Simply having it in >the memo field doesn't quite do it. We need ability to segment >according to campaign (ie. if you're running 2 separate, restricted >gift campaigns, as well as your annual operating, you need ability >to manage who is asking for what). Seems to me that who asked for a gift is a single piece of data that could be put in a new field in the payments file. Campaign is a component of the source code, isn't it? You can search for each of the six components of the source code individually to find payments relating to that campaign. >#4. We need ability similar to #2....who knows who. For a number >of our members, we have 6 people who know them, and we need ability >to enter them all....likewise, the queries would be very >cumbersome... > Value lists don't work well for this application, because you don't know in advance the list of potential entries (like you do for staff and board). If you want to be able to relate any number of people from your file to any other record, you really need to create a new related file to hold these relationships. -- -- 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 ---------------------------------------------------------------------
