>There is a relationship in the Names file for payments for last year, 2 >years back, 3 years back, etc. (one of these is what let's you get the >"last year $" amount on the home screen), and, of course, a record >number relationship. Couldn't the "last year $" fast find field and the >"account entity" field (from the record number relationship) be used to >create the found set in the names file? You might have to place the >"account entity" field on a layout somewhere, then do a find for >0 in >"last year $" AND c3 in "account entity." I'd probably do this on the >Query screen. > >I haven't thought this through fully so maybe I'm missing something, but >that's where I'd start. It sure would be quicker than starting from >scratch.
That gets you the found set of records for a fiscal year for the c3 entity, but not the summary field it sounds like Holly wants to drop into a letter. For that you'd need a new relationship to identify the records to use in the summary field. -- -- 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 ---------------------------------------------------------------------
