>We have decided that it is not appropriate for us to list workplace giving >contributions in either the payments or the pledges screen due to our >specific reporting needs. What I would like to do is to take one of the >available custom layouts and modify it to track these contributions. One >idea we had was to create a layout similar to the payments layout that >utilizes a portal - we need to track year, umbrella org, and amount. We >would also want to be able to create a giving history report that would list >info about the donors including that mentioned above, their city/state, and >their workplace. Has anyone else taken this on? Does anyone think ebase2 is >better equipped to handle this kind of thing? Any suggestions? Thanks so >much.
ebase2 handles modifications like this differently than v1. In v2 you would create a special kind of payment item that could be easily excluded from your normal payment and pledge reporting. Your custom reporting needs would be met by creating reports in Word, Excel, or using FileMaker, in an external module tied directly to the ebase file set. The customization wouldn't be any more difficult than in v1, just different. For the followup post, custom functions such as auction tracking in v2, you should create items for attendance, purchases and donations, plus an external module to track the specifics such as table assignments, bidder numbers, printing receipts, etc. -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ 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 ---------------------------------------------------------------------
