Amy,
I'm just a (somewhat) knowledgeable user from the listserv, but I've
worked a little with ebase on development of Version 2, and am very
committed to ebase and the idea of non-profits helping non-profits.
I don't think using Ctrl-7 is the problem, and as for the formatting of
portals, I know nothing but will explore as I get free time to see what
I can figure out.
I had a similar problem with a "client" with whom I was helping import
data. In this case, payments entered weren't getting attached to the
names. The problem was evident when I entered a payment. The name of
the person from whose record I'd clicked the Add Payment button was NOT
showing up on the Payment Entry screen as it should. This was a BIG
clue, so look for that. Dave Shaw helped me work this out.
Turns out the person's record number is pasted to the Clipboard file
when a payment is added, and then copied from that file into the Payment
entry screen to make the relationship work. But, in converting files
from the ebase template (FMP 4.0) to FMP 5.0, the Clipboard file got
damaged and the relationship lost. We fixed that relationship (ask Dave
about this, as I don't recall the exact steps and am under pressure on
some or our issue work here in NH - no time to explore right now) and
everything worked fine.
Hope this helps.
Carl
Amy Sundberg wrote:
>
> Carl, thanks for the message. Dave Shaw is also helping me. It seems that
> the contacts HAVE been made, but they are not connecting with the names file
> properly like you say.
>
> I am a bit concerned about this. I don't add new people to the database with
> ctrl-n, but I do use ctrl-7 as suggested in the ebase manual. Could this be
> causing my problem? It seems to work fine with the payments and actions
> files.
>
> I think my main problem is the contacts tab on the home screen. I don't
> think the portal is properly formatted. Can you help with this? Or maybe I
> will get an answer from Dave Shaw on this. I'm not sure who works for ebase
> and who is just really knowledgeable from the support serve!
>
> Thanks for your help!
> Amy
> --
> Amy Sundberg
> Associate Director
> Books For Africa
> www.booksforafrica.org
>
> > From: Carl Paulsen <[EMAIL PROTECTED]>
> > Organization: New Hampshire Rivers Council
> > Date: Thu, 28 Dec 2000 16:49:48 -0500
> > To: Amy Sundberg <[EMAIL PROTECTED]>
> > Subject: Re: [SUPPORT] help with contacts
> >
> > Amy,
> >
> > I'm unsure what's up here, as I've only once created contact records
> > with an export. In that case, everything worked fine.
> >
> > How are you searching for the contact record? Do you create your found
> > set (the same one that was exported) and click on the Contacts tab? At
> > this point you don't see any contact record for the export? Also, are
> > you creating the source code via the Admin function (Screen 2) and then
> > selecting them when you go to create the export file?
> >
> > A few comments. The Payments, Actions, Contacts tabs on ebase are
> > merely "Portals" into the payment, actions and contacts files, thus they
> > are modified a little differently than straight layouts in a file. I
> > haven't done much with portals so can't help much there either. Could
> > you have monkeyed with the Contacts screen or file? If so, let me (and
> > the listserv) know what you did.
> >
> > There may be several things that could cause this problem. There may be
> > a disconnect in the relationship between the Names file and the Contacts
> > file. If this happens, contact records are created but they are not
> > properly associated with the names. You will need to check for this
> > problem and reestablish the relationship. Check with ebase staff or I
> > can get back to you on this (let me know).
> >
> > A similar problem could happen if you create a new name record using the
> > Filemaker New Record command (Ctrl-N). The proper related records are
> > not created and ebase may no know how to connect the contact record with
> > the proper name record. One way to check for this problem is to look at
> > the total number of records for the Names, Custom, Profile and Summary
> > files (do this by toggling in the Window Menu and checking the number of
> > records by the rolodex). If they differ, then someone has probably
> > entered data incorrectly. This is a potentially important problem and
> > should be corrected quickly. Check with ebase staff if this is the
> > case, as the fix is a bit involved.
> >
> > Carl
> >
> >
> > Amy Sundberg wrote:
> >>
> >> I create my found set (everyone who is receiving the annual report). I go to
> >> output, export a file (I'm sending our data to a mailhouse). I select yes,
> >> create contact records now. I select the appropriate source code and press
> >> next. The systems "makes contact records", and I get a message, contacts
> >> have been created, so I move on with exporting the data. When I go back to
> >> e-base to check if the contact records have been made, they haven't. There
> >> are no contact records under anyone's file.
> >>
> >> My only thought is that maybe I just can't see them somehow. I did have to
> >> make extensive corrections under my actions tab to be able to see the
> >> correct source codes as I had entered them. So I'm thinking there might be
> >> some wrong fields inserted or something. But when I try to check the fields,
> >> I can't access any of the fields (yes, logged on as the master) there is a
> >> format I'm not familiar with, it is like a big block going across the top of
> >> all the fields and I can't figure out how to get behind it.
> >>
> >> I hope this clarifies my problem. Thanks, Amy
> >> --
> >> Amy Sundberg
> >> Associate Director
> >> Books For Africa
> >> www.booksforafrica.org
> >>
> >>> From: Carl Paulsen <[EMAIL PROTECTED]>
> >>> Organization: New Hampshire Rivers Council
> >>> Date: Thu, 28 Dec 2000 13:36:48 -0500
> >>> To: Amy Sundberg <[EMAIL PROTECTED]>
> >>> Subject: Re: [SUPPORT] help with contacts
> >>>
> >>> Amy,
> >>>
> >>> You haven't given much to go on, but are you first creating source codes
> >>> and then selecting source codes in the output? The only way for a
> >>> contact record to be created is through using a source code. Otherwise,
> >>> the contact record creation has nothing to put in the Contacts file.
> >>> Let the list know more about what you are doing and what's happening.
> >>>
> >>> Carl
> >>>
> >>>
> >>>
> >>> Amy Sundberg wrote:
> >>>>
> >>>> I have been trying to generate contacts for mailings, and so far the
> >>>> function isn't working. If I export a file, and ask for contact records to
> >>>> be generated, the program seems to be making contact records, but when I go
> >>>> back and look at the records of the people in the export, their contact
> >>>> history is blank. Can anyone help me with this?
> >>>>
> >>>> Also, I am unable to access the FAQs on your website.
> >>>>
> >>>> Amy Sundberg
> >>>> Associate Director
> >>>> Books For Africa
> >>>> www.booksforafrica.org
> >>>
> >>> --
> >>> Carl Paulsen
> >>> New Hampshire Rivers Council
> >>> 54 Portsmouth Street
> >>> Concord, NH 03301
> >>> 603-228-6472
> >>> 603-228-0423 Fax
> >>> [EMAIL PROTECTED]
> >>>
> >
> > --
> > Carl Paulsen
> > New Hampshire Rivers Council
> > 54 Portsmouth Street
> > Concord, NH 03301
> > 603-228-6472
> > 603-228-0423 Fax
> > [EMAIL PROTECTED]
> >
--
Carl Paulsen
New Hampshire Rivers Council
54 Portsmouth Street
Concord, NH 03301
603-228-6472
603-228-0423 Fax
[EMAIL PROTECTED]
