Non-profit donation DB setup

G

Guest

I am an IT professional who is helping out the local Food Bank. I have been
struggling with this new DB for over a month. They can have donations from 3
types of entities: another non-profit, a business or individuals. There can
be multiple individuals per mailing address (household). They will only send
one Thank You letter to the household. In addition, the contacts in a
household could change with events such as divorce, marriage, death, etc. and
they want to keep the donations linked to the household and not a particular
person. For businesses, sometimes there are multiple contacts and sometimes
no contact person given, just the company name. Occasionally, there will be
a different street address from the mailing, but the Thank You letter will
always be sent to the mailing. I think I have the structure of the tables
ok. I have a Mailing Address Table with a Mailing ID key. I then have
Contacts, Business, Street & Donation tables with Mailing IDs that link to
the Mailing Address table. It is the forms that are killing me. When they
are entering donations, it makes sense for them to enter the contact names
and THEN the address info because that is how it appears on the donation
checks. I created a Mailing Address form with the Contacts subform at the
top. I did the LinkChild and LinkMaster, but it doesn’t seem to work unless
the address is typed in first. I thought about putting a field, such as
phone number, from the Mailing Address first, but we don’t always get a phone
number. How can I get the Master Address form to generate the AutoNumber on
bringing up the blank form and not on typing in a address field? (The
Donation template didn’t really help me.)
 
R

Rob Oldfield

Sounds tricky. For what it's worth, I think you're doing it the right way
be listening to what the users actually want to do, and then trying to build
your db to fit with that.

I'd tend to approach it in the following way...

Have some method of entering contact names that then searches the existing
info to see if it's an existing donor.
If you find a match, display a message saying "Is this the right address?"
or "Is any of these right?"
If they say yes, then you can link to the existing record, if no then they
enter a new one, and a new ID is generated.
 

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