Suggestions within text:
 
> (1.) how to do a "find" with multiple criteria?
> 
> I did a "find" for people to send newsletters to using these
> criteria:  first I selected those for whom I have a "Y" in the
> Contact Flags newsletter box and then did an "Add Request" and
> omitted all those listed as "lapsed" members.  So I should get all
> those folks who are either current/grace members, and a few others to
> whom we send our newsletter who are not dues paying members.  Does
> this sound logical?  I played with the "find" process a few different
> ways (Find tool vs. Query) and come up with different numbers, so I'm
> not sure.
Your find sounds reasonable, but only accurate if you remember to add a "y"
to every new member. It might be easier if you find for current & grace
members AND add a "y" for Contact flag newsletter. That way you'd for sure
get only current members as well as people who should get a newsletter who
aren't members. I can't comment on why a Find should get different members
than a Query.

> 
> (2.)  how to do a file export for mailing labels and get only "names"
> data (I get a lot of blank fields, which seems to be payment info.
> but I'm not sure)?

It is not evident why you think this is payment data. Do numbers show up?
Payments is a separate file and unless you choose it in the export process
it will not show up.

But... The puzzle may be around Individual vs Organization or Business
records. If a record is coded in the Rec Type field as either an Org or Bus
then the company name is the primary name, NOT the first and last names of a
person associated with that company. Depending on what fields you export,
you could get a blank for that record--however the address should still show
up.

Another possible reason for getting total blanks is that a record has been
accidentally added to ebase and not deleted.

Good luck!
-- 
Beth Hynes
Parks & Trails Council of Minnesota


------------------ 
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
---------------------------------------------------------------------

Reply via email to