>Is there a way to search for donors who gave monthly in the past year? I >need to send out a separate letter to those who only gave once or twice, and >those who give monthly. >Thanks, >Bob Verseput >Director - Pacific Lifeline >
Here's a solution posted in September by Jack Noll, one of the original ebase design team. I found it looking in the support listserve archives. ------------------------ 1) MAKE SURE THAT YOU HAVE A GOOD BACKUP OF ALL OF YOUR EBASE FILES. 2) From the HOME screen, hit the Custom tab to get to Custom Screen #1. 3) Get into Layout Mode. 4) Place the field named "User Field 1" somewhere onto the layout. 5) Get back into Browse Mode. 6) Hit the "Find All" button so that you're working with all records in the names_.10x file. 7) Place your cursor into the "User Field 1" field. If there's anything at all in the field, delete it so that the field is totally blank. 8) Select Scripts->FMPro Replace Command. 9) Replace the "User Field 1" contents with "" for all records in your database. 10) Hit the Output tab. 11) Hit the "Payment Query Screen" button. 12) In the Post Date field, enter the range of dates for the payments. For example, if you're looking for this calendar year, enter "1/1/01...12/31/01" (without the quotes). 13) Hit the Continue button at the far left of the screen to kick off your search. You will now be on the Payment Entry screen with a found set of payments. So far, so good! 14) Get into Layout Mode. 15) Place the field named "User Field 1" from the relationship named "Names" somewhere onto the layout. 16) Get back into Browse Mode. 17) Place your cursor into "User Field 1". 18) Select Scripts->FMPro Replace Command. 19) Select "Replace with calculated result". 20) Enter the following calculation into the calculation dialog box Names::User Field 1 & If ( PatternCount ( Names::User Field 1, MonthName (Post Date)), "", MonthName (Post Date) & ",") 21) Hit the Replace button. 22) Hit the HOME button. 23) Hit the Custom tab to get to Custom Screen #1. 24) Hit the Find button to get into Find Mode. 25) In "User Field 1", enter the months for which you'd like to search. Separate each of the months with a space; the order of the months is insignificant. For example, if you want to find all people who had at least one payment every month so far this year, you'd enter... "January February March April May June July August September" ...without the quotes. Hit the "Find" button on the far left side of the screen to kick off the search. You should now have the correct found set. Once you've done this entire sequence once, you can repeat it anytime you wish by skipping steps 3,4,5,14,15 & 16. -- -- 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 ---------------------------------------------------------------------
