|
Thanks Cecily, you raise a good point, and you're right, I
wouldn't want to delete anyone who had payment records associated with
them. This individual did not - his "other half" was the primary member
and had been much more involved with our organization, so the financial records
are all associated with her. I'm glad to know your solution to this
though, for future knowledge.
Walt, thank you for your reccomendation. I swear I did
the houseshold change as you suggested, but perhaps there was something quirky
about the way I did it. Anyway, glad to know about how to do it "under the
hood".
Have a good weekend everyone.
Calista
----- Original Message -----
Sent: Friday, May 17, 2002 12:27 PM
Subject: [support] Re: deceased members
still in household records
This may be too late, but I would highly discourage deleting
anyone from ebase who has payments, whether deceased or not.
the
solution, if someone dies and has been a supporter, is to create a field (we
call it "no mail reason") in which you include "deceased" as a list of
options. Likewise, you can flag anyone who has requested to be removed
from your mailing list, has moved without forwarding addresses etc.....
This way you can always omit anyone with anything in that field, by
using an "*".
The reason you don't want to delete anyone with payments
is that if you run calculations/report (etc...) from a historical standpoint,
and you've deleted people with payments, your numbers will be erroneously
low.
And, thinking about the deceased issue, what about those who you
actually inherit $ from? If you were to delete them from Ebase, you
couldn't enter the funds in, and track them. And, if you have a
full-blown planned giving program this would be a real problem.
Just
food for thought....
-c
--
Cecily
Clemons
Development Director
Predator Conservation Alliance
P.O.
Box 6733
Bozeman, MT 59771
406.587.3389
406.587.3178
(fax)
E-Mail: [EMAIL PROTECTED]
Website: www.predatorconservation.org
Saving a place for America's
predators
Speak out for grizzly bears in the Northern Rockies!
Visit
http://www.predatorconservation.org/get_involved/take_action/activist.html
learn
how you can help shape the future of the grizzly bear.
From: "Calista Bailey"
<[EMAIL PROTECTED]>
Reply-To: "TechRocks Support"
<[EMAIL PROTECTED]>
Date: Fri, 17 May 2002 12:10:12
-0500
To: "TechRocks Support"
<[EMAIL PROTECTED]>
Subject: [support] deceased members
still in household records
Hello - this is an odd one...
One of our members passed
away this winter - while I've deleted him from
our database and removed
his wife from the "household" that was created
for them, his name still
shows up in her 'household' record when I export
data for a mailing.
This is very distressing as you can imagine. What is
going
on? How can I correct this?
TIA,
Calista
Calista
Bailey
Sawtooth Botanical Garden
Ketchum, ID
------------------
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
---------------------------------------------------------------------
------------------
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
---------------------------------------------------------------------
------------------
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
---------------------------------------------------------------------
|
