Alrighty! I set up the calc and put a field on the pyaments layout to show the level. Now... Looking for guidance on setting up a report similar to the member level report. I tried to wing it but I'm missing something...
On 10/10/02 3:49 AM, "Dave Shaw" <[EMAIL PROTECTED]> wrote: > >> 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.unsub%% > --------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org > --------------------------------------------------------------------- > -- 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 PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
