Cecily, I haven't tried to create a "soft" credit attached to the ebase payments file, but I've done something somewhat similar for a ticketing function. In that case I duplicated the Payments file, renamed it and reworked that file (and a relationship or two) to meet my client's needs. A similar change for soft credits would take some work, and you'd need to be careful, but I don't think it would be too difficult to create a small amount of new functionality. The biggest obstacle, I'd think, would be specifying just what functionality you need.
Alternatively, and perhaps more simply, you could create a new value (e.g. MatchingGift) in the Pay For field in the Payments file and create a new set of relationships with the Names file that draw on this new Pay For field value. This/these relationship/s could drive new summary fields that could be used for purposes you've mentioned (like totalling last year gifts including matches). Bear in mind here that it's relationships and how they are defined in ebase that control many of the payment summaries you use in ebase. You may also need to modify the relationship keys for some of the other payments relationships to make sure the payments entered as MatchingGift don't end up in the giving totals, but even that shouldn't be too hard if you have some Filemaker familiarity. Carl Cecily Clemons wrote: > > Part 1.1 Type: Plain Text (text/plain) > Encoding: 7bit -- Carl Paulsen New Hampshire Rivers Council 54 Portsmouth Street Concord, NH 03301 603-228-6472 603-228-0423 Fax [EMAIL PROTECTED] ------------------ 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 ---------------------------------------------------------------------
