Hi
Jill,
I
think "ACCT ENTITY" on the payment entry screen is meant for this purpose, so
you could use that field unless you are using it for something else. That will
make it easy to identify people who gave to c3 and people who gave to
c4. It is a little less obvious how to breakout people who gave to c3 and not c4
or only people who gave to both.
If you
need to separate the people by both c3 & c4 and only c3 or c4, I think you
could use one of the User Fields or a custom field to store this at the person
level (but I would still keep the information about each payment). 1) Do a find
where account entity = c3, then transfer to names and enter "c3" in your new
field. Use replace to make that the value for your entire found set. 2) Then do
a find where account entity = c4, and transfer to names. Then revise your
find to omit where "c3" is in your new field. Enter "c4" for that found set. 3)
Then do a find where account entity = c4, and transfer to names. Then
revise your find to find where "c3" is in your new field. Enter "c3, c4" for
that found set. You can either repeat this process whenever you are going to do
a mailing split that way.
Are
you using source codes for all your solicitations? If so, you may be able to use
them to help you identify which gifts are c3 and which are
c4.
robin
Robin Mathias
Mathias Consulting
http://www.MathiasConsulting.com
mailto:[EMAIL PROTECTED]
voice:
707.636.0418
fax: 707.636.0419
485 Horn Ave
Santa Rosa, CA
95407
Database and Web solutions for non-profit organizations, small
businesses and healthcare payers.
------------------ 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 --------------------------------------------------------------------------Original Message-----
From: Jill A. Kay [mailto:[EMAIL PROTECTED]]
Sent: Friday, February 22, 2002 9:07 AM
To: TechRocks Support
Subject: [support] c3/c4 questionHello,I need to find a way to mark in the database whether the individual belongs to our c3, our c4, or both. And then I need to be able to pull them out for a mailing based on their designation. Do I need to create a new field for this or is there an existing way? And, do I need to go thru all 3,000 names individually to mark this? Thank you!!!Jill A. Kay, M.A.
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