> Hmmm. I think what we would like to do is track giving levels, i.e. Have > categories that track dues plus additional contributions over the year. So, > if I paid my membership dues at one level, then sent another gift a month > later, I'd get kicked up to a new level. Is that possible?
That's what I described below. The "Level" calculation would depend on the YTD$, not just the last payment. The Fast Find field would update to the calculated level as soon as you run the update script. > > On 10/9/02 7:02 PM, "Dave Shaw" <[EMAIL PROTECTED]> wrote: > > >> I would like for payment levels to be calculated based on the total of all > >> payments in a fiscal year. Does ebase already do this? If not, how can I fix > >> it? > > > > Member levels are currently calculated from the amount of the most > > recent Dues payment. To "fix" this (I would say "revise") I would > > take a look at the field definition of the field Level Calc (in the > > payments file) and duplicate the complex Case function calculation in > > the field Sum:MemberLevel in the names file, using Sum:YTD$ in place > > of Amount. > > > > Better would be to leave the current fields Find Member Level and > > Sum:MemberLevel in place and create new ones named Find Donor Level > > and Sum:DonorLevel to make it less confusing about what these fields > > actually do. If you create a new Fast Find Field like Find Donor > > Level, you'll need to add it to the update scripts as well to get its > > value updated regularly. > > -- > Rachel Walden > Communications Coordinator > Southern Alliance for Clean Energy > PO Box 1842 Knoxville, TN 37901 > Phone: 865-637-6055 > Fax: 865-524-4479 > Web: www.cleanenergy.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.unsub%% > --------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org > --------------------------------------------------------------------- > > 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 ---------------------------------------------------------------------
