>I can not figure out how to mark and track attendence to a fundraising >function. I want to be able to do a query in order to pull out a found set >of all those who attended. I believe I understand that it is done through >the Actions screen and that it requires defining a source code for the >event. I do not see how record this in order to later perform a query. (I am >still using v1.0).
The Action History screen you are probably looking at has only an abbreviated listing for each action record. From this screen hit the View Actions button and you will see each action record on a full screen, including a field for the source code. The concept is that you create a source code (through the admin screen - more details in the manuals) for the invitation or advertisement or other solicitation. Then when you get the RSVP, or attendance list, you enter the same source code. You can then track how effective your solicitations were. >Is there a way of having 2 databases in Ebase? (Let's say one is working for >two independent organizations?). First, note that ebase consists of a set of Filemaker data files. Filemaker can have many files open, but it's VERY risky to have two ebase file sets available on the same computer. One way would be to keep each organization's file set on different removable disks, such as zips. >What is the best way of removing someone from the database (say deceased, or >no future potential) and still maintain previous donation info and other >info (for example to be able to track how many of a Board member's contacts >ended up being removed)? As you suggest, you really don't want to delete these records because you lose the history. The most prominent in my mind is that if that name every comes to you in another list, you don't have a record that this person shouldn't be on your list. So if someone requests removal, dies, whatever, you want to be sure they don't get back on your list. -- -- 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 ---------------------------------------------------------------------
