> > >> 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. >> >There are some ODBC data connections that are possible. I have not played >with any of them. But Excel is not a database and I doubt if there is an >ODBC connector for it. Thus it is highly likely that you will continue to >have to export and rework the export.
There is an ODBC driver that is designed to work between FileMaker 5 and Excel 2000. I haven't done anything with it, though, so I'm not sure what it takes. >Why not teach the Executive Director to use eBase! Why Excel? This would work with a single new FileMaker file with relationships to the Names File that could present contact info and the notes field. Even if you have to buy an additional copy of Filemaker for the ED, I guarantee that will be cheaper than paying someone to figure out the ODBC connection. >Computers and technology are supposed to make life easier, not harder and >create make-work for other people. -- -- 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 ---------------------------------------------------------------------
