>We have records from 1996 through the present in our database. What >would be the best way to identify members who have given at some >time between 1996 and 2001 but have not given as yet in the present >year? We have tried several approaches without success. Thanks.
The easiest way to review previous years' payments is through the calculated fiscal year summary fields. Their are fields in the names file for the current year (YTD$) and the previous year (LAST YEAR $). You'll find in the Summary file similar fields for 2 years back through 5 years back (MEM 2 YEARS BACK $ and others). That takes you back only to 1997, but you could duplicate one of the calculated fields, plus the key and relationship that make it work, for 6 years back. With those in place, you would search for anyone with >0 in any of those fields (OR search - new find request for each year) then add a new request and OMIT anyone with >0 in the YTD$. -- -- 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 ---------------------------------------------------------------------
