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Dave, thank you. I was missing the crucial payments file step. Could you please confirm that I did this properly?:
Also, I want
to be sure I know what the Payments File is – by hitting the Payments or View
Payments, does that get me there…that simply? Thank you
very much Jana The query I performed to get a list of
donors is this: I hit query, then #2 Donor, then in the Last Contrib Date I
typed in the range 5/1/2002…5/10/2002, then I entered the Source Code in that
box. The list does contain donors with payments in that range for this
particular source code I’m using for my search, but it also contains donors who
gave within that range but for other reasons. Am I wrong or is Ebase? By
entering the date range and source code, shouldn’t I get a list of people who
only fit these criteria? I know this is simple and I should know, but i'm stuck.
Thank you so much for your help Actually it's
not so simple. The problem you're having results from using the field Last
Contribution Date, which a lookup field that is located in the names file,
rather than payments. If I'm
hearing right, you want a list of people, each of whom sent you a check within
the first 10 days of May, in response to a solicitation with a specific source
code. By using Last Contribution Date you are getting people each of whom gave
your their latest contribution within the specified period (with any source
code) and who have given you a payment (at any time) with the specified source
code. Searching in related files, in this case the names file, is a subtle but
very important difference. To get the
list you want, search in the payments file for payments made within the
specified period and with the specified source code. If you want to run
thankyou letters, you can do it right from the payments file. If you need the
list of names, you can use the Transfer to Names button on the View Payments
screen to jump to the names file. The found set of names records will be the
people related to the set of payments you just found. ------------------
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Title: Re: [support] problem with simple query
