J
Jill
I have to keep track of foundation donors. There are two different causes
that a donor can make a pledge towards. They can choose one or the other, or
both.
So this is what I have done…
I have created ‘worksheet 1’, on this worksheet it lists ALL donors contact
information, names, address, phone, etc.
Using the Copy- Special Paste - Paste Link feature, I have pasted ALL donors
contact information onto ‘worksheet 2’. On ‘worksheet 2’ if a donor is
pledging towards cause 1 all of the payment history/schedule is tracked here.
I also copied (using the Paste Link feature) ALL donors contact information
onto ‘worksheet 3’ which is for the donors pledging towards cause 2.
And again I pasted all donors (using the Paste Link feature) to ‘worksheet
4’ which is a summary of the donors giving history.
I thought this would work great! I would only have to update contact
information once and it would carry over to the other 3 worksheets, this
causes less typing errors!
Now the problem…
I have found that when I need to sort worksheet 2, 3, or 4 it messes up all
of my links.
If I sort on worksheet 1, it will sort all of the contact information on
worksheets 2, 3, and 4, but ONLY the contact information, not all of the
other pledging information.
I have created a mess and need HELP!
that a donor can make a pledge towards. They can choose one or the other, or
both.
So this is what I have done…
I have created ‘worksheet 1’, on this worksheet it lists ALL donors contact
information, names, address, phone, etc.
Using the Copy- Special Paste - Paste Link feature, I have pasted ALL donors
contact information onto ‘worksheet 2’. On ‘worksheet 2’ if a donor is
pledging towards cause 1 all of the payment history/schedule is tracked here.
I also copied (using the Paste Link feature) ALL donors contact information
onto ‘worksheet 3’ which is for the donors pledging towards cause 2.
And again I pasted all donors (using the Paste Link feature) to ‘worksheet
4’ which is a summary of the donors giving history.
I thought this would work great! I would only have to update contact
information once and it would carry over to the other 3 worksheets, this
causes less typing errors!
Now the problem…
I have found that when I need to sort worksheet 2, 3, or 4 it messes up all
of my links.
If I sort on worksheet 1, it will sort all of the contact information on
worksheets 2, 3, and 4, but ONLY the contact information, not all of the
other pledging information.
I have created a mess and need HELP!