richpayne

Thank you so much! I was able to get this to work, and now I can get a total for the years to show up correctly. However, I still have what may be perhaps a less complicated issue pertaining to the same question. If I can get my Donations database to sort the way I want it to (i.e. find all the records for January 1999), can I essentially "select" these records in Donations (via a checkbox or whatever), and then have just these selected records appear over in Donors? If so, then can't I use a formula similar to your first solution to generate "one match" for each donor with a total, and then generate my letters based on that? Maybe I made this sound too complex - all I want to do is have a certain selected set of records from Donations appear over in Donors. I can do all the sorting and finding in Donations, but I only want one record for each donor to "match" over in Donors, with their total. I want one record to show up in Donors, "Joe Blow", with whatever total applies to the 5 or 6 records I found for him over in Donations. That now works for one particular year, but it really needs to apply more to a date (>1/1/1999 for example). Does that make sense? Thanks again for your help!!

How do I get a summary of records from one file to appear in another file? I am trying to track donation records for a non-profit organization. I have a Donor file which lists all of the personal info on the donors, and a Donations file which lists all of the individual donations that a donor makes. So, I may have 500 Donor files and 10,000 Donation files. In the Donor file I can call up a Donor Summary page and see all of the donations that a person made via a portal over to the Donations file. The portal shows me all of the donations for that particular person, but I don't always want to see "all" of their records. For example, I want to see all of the donations that Joe Blow made in 2001. In the Donations file this is easy, and I can generate a total of his donations (say $100). But I can't get this total, which is based on a sub-set of the total records in the Donations file, to appear over in the Donor file. The portal in the Donor file insists on showing me "all" of Joe's records from the Donations file. I have tried portal and non-portal options but cannot get a sub-set of records in the Donations file to appear in the Donor file. The point of this is to be able to generate a single thank-you letter in the Donor file for each donor, which will include their total gift amount for any given period. If I generate the letters in the Donations file I end up with a letter for every donation rather than a letter for every donor. If I use a portal in the Donor file to view the records from the Donations file, I end up with "ALL" of Joe's records instead of just the ones for 2001. I'm stumped! Any help would be greatly appreciated!

I have created a script which has about 60 Find Requests to look for any instances of a certain date (Today - //). This works fine, but it would be ideal if the user could input the date to be looked for - my script only works with "today". How can I let the user enter yesterday's date or another date and then have that script run all of those Find Requests?

I am creating a Customer Followup database that generates future contact dates for salespersons based on a single Start Date. From the Start Date, we calculate 21 days, 3 months, 6 months, 12 months, 18 months, 24 months, etc. to get the future contact dates. How do I ensure that the calculated future dates do not fall on a Saturday or Sunday (when the salespersons are not in the office)? Sample: Date NP Start + 180