For Major Donor work by the Executive Director, I want to have a spreadsheet with the basics from our eBase records--Name, phone, recent gifts/dates, etc. I am using the Notes screen to record "Moves" and "Plans" for Major Donor Work. I don't know how to bridge between or simplify the entries and am currently having to update the NOtes screens to record moves, and update the spreadsheet with similar changes.
Is there anyway to make a single entry in either Notes or Excel and have it automatically update the other? or do I always have to update eBase,and then file export into a new spreadsheet ( which is very time consuming and cancels out any refinements I made on the previous spreadsheet). HELP. ------------------ 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 ---------------------------------------------------------------------
