If anyone is interested in one example of how to do this, I just customized
a version of Ebase V1.0.3 to track this type of data and I'm happy to share
the solution reached in this case. It seems to be working pretty nicely at
this point.
The customization went as follows:
1. The "original donor" and the "proxy donor" (the last entity to touch the
money before it arrived) have records in NAMES.
2. The PAYMENTS database has the following field additions:
a. "proxy_donor_record_number"
b. "c_proxy_donor_name" - calculated field holding some kind of
description lifted
from the NAMES record with a RECORD NUMBER that corresponds to the
value entered in "proxy_donor_record_number.
c. "original_donor_record_number"
d. "c_original_donor_name" - calculated field holding some kind of
description
lifted from the NAMES record with a RECORD NUMBER that corresponds
to the value entered in "original_donor_record_number.
3. The PAYMENTS database also has two new relationships:
a. one that matches values of the "proxy_donor_record_number" to
values of the
NAMES database RECORD NUMBER field
b. one that matches values of the "original_donor_record_number" to
values of the
NAMES database RECORD NUMBER field
4. I then added a new layout to the PAYMENTS file which assists the user in
searching for and entering a record number for a specific NAMES record into
the "proxy_donor_record_number" or "original_donor_record_number" field.
5. The Ebase "payment entry" layout is modified slightly:
a. I've displayed the new fields noted in point 1 above.
b. I've added the following buttons:
i. one that opens the new "search for a NAMES record" layout
ii. one that writes the RECORD NUMBER value returns by a NAMES
search into the "original_donor_record_number" field
iii. one that writes the RECORD NUMBER value returns by a NAMES
search into the "original_donor_record_number" field
During use, the database worker will fill in two payment records whenever a
"proxy donation" is received:
* one recording a payment for the "original donor" and indicating who
the "proxy donor"
was by entering a value in the "proxy_donor_record_number" field
* one recording a payment for the "proxy donor" and indicating who the
"original donor"
was by entereing a value in the "original_donor_record_number"
field.
You can choose to enter zero or nonzero values on each of these two payment
records, depending on the concerns you have about tracking the
contributions, double-counting contributions, etc.
**************************************************************
Larry F. Bednar
Consulting in Statistics, Quality, Data Management
Portland, OR 503.493.8542 [EMAIL PROTECTED]
**************************************************************
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