So there is no easy way, sigh. Well I decided to do an end-run and export the data because I didn't want to take the chance of changing something within ebase, i.e. screwing up. In case anyone else would like to know:
I set up another FM db with fields for Dues and the 2 separate appeals we wanted to appear in our form letter, plus name, address and salutation and most importantly for my purposes I set up a record ID field. I added in the post dates and source code just to be able to monitor that what I was getting was what I wanted! In the Payments file I chose the dates and type of payment I wanted (1/1/01..12/31/01, Dues) then I exported via FM tool to my new db. I did this for each type of data/source I needed. The record ID made sure the right people got the right data. Then I used Word's regular data merge functions to use the new db and voila! the form letter was born. Beth > I don't believe the fields you want currently exist in ebase. Find $LY > and YTD$ provide a summary of dues and contributions for last year > (calendar or fiscal depending on how you set up the fiscal year in the > Setup routine) and for the year to date. Both combine dues and > contribution, unless someone has modified ebase. > > To get summaries for just dues or contributions for last year or this > year, you'll need to do some fancy footwork to create these fields. You > may be able to use the "Dues" and "Contributions" relationships to > create found sets for payments last year and this year, and then do some > math on these found sets. Better would be to duplicate and modify the > relationships "Payments Last Year" and "Payments Current Year"using > relationship keys that filter for just dues or contribution payments. > Then mimic the ebase fast find fields for $LY and $YTD. If you don't > understand what I'm suggesting, you'll probably need help making this > modification. > > But maybe I'm missing something... > > Carl > > > > Beth Hynes wrote: > >> Hello all, >> >> We are sending form letters (MSWord) to current members and want to show how >> much they gave in 2001 in two fields: dues and donations. I found a field to >> export that gives me last years total of dues and donations (Find_$_LY) and >> just donations (YTD$), but nothing about just dues. >> >> I've looked in the data dictionary as well as all over the place within >> ebase and can't find a field that shows just dues except Last Amount- which >> shows the last dues the person gave regardless of the year. That won't do >> :-) >> >> Any suggestions? >> > > > > ------------------ > 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.unsub%% > --------------------------------------------------------------------- > 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 ---------------------------------------------------------------------
