Thanks that is exactly what I am looking for!
Jessica Flipp Dads and Daughters 218.722.3942 Fax 218.722.4058 [EMAIL PROTECTED] www.dadsanddaughters.org -----Original Message----- From: Carl Paulsen [mailto:[EMAIL PROTECTED]] Sent: Wednesday, July 03, 2002 10:38 AM To: TechRocks Support Subject: [support] Re: setting up a letter schedule One way would be to create notes for each person you enter, at the time you enter their names in the database. Include a "due date" for as many months as you want, separate note for each month. I assume you'll only want to mail any one person a max of 5 or so times (that's pretty standard) so you won't need an infinite number of notes. Then, every day/week/month (depending on how you set it up), do a find for the relevant "due date" on the Notes summary screen (click the Notes tab on the Home screen) and that will give you the found set of people who need to get the mailing. If you use notes for other things, you will probably need to add a "note" or "task" that identifies the purpose (something like "Monthly prospect mailing"). Include that in the find request along with the due date. If you want a constant reminder to re-send every month, you could put some kind of flag in the "solicit" flag on Data Entry Screen 1. Or you could always get more sophisticated with an automated system, but that'd get costly and wouldn't do much more for you. HTH, Carl Information wrote: > > My organization wants to start sending out letters to 5 people each week. > These people will be potential donors and will not be current members. What > I am wondering is, is there anyway to enter them into Ebase and be able to > remind us every couple of months to send them a follow up letter. or is > there a way without entering in a payment to set an expiration date so that > we can search for them every couple of months. and how could we keep track > of the correspondence that we have with them. > I am using Ebase version 1.03. > Thanks in advance for any help you can provide me. > Have a great Fourth! > > Jessica Flipp > Dads and Daughters > 218.722.3942 > Fax 218.722.4058 > [EMAIL PROTECTED] > www.dadsanddaughters.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 > --------------------------------------------------------------------- -- 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 --------------------------------------------------------------------- ------------------ 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 ---------------------------------------------------------------------
