AnsweredAssumed Answered

is there any easy way to do this?

Question asked by DonorTracker on Apr 19, 2009
Latest reply on Apr 19, 2009 by Orlando

Title

is there any easy way to do this?

Post

I have an INCOME table which is primarily records of individual donations and membership payments.

 

I also have a MEMBERS table, which contains current membership status and contact information.

 

Using the "X" relationship, the entire MEMBERS table appears in a portal on my layout for the Income table.

 

The fields "name_last" and "name_first" in my INCOME table must match the actual physical records I have of income on cheques, receipts, etc.

 

Consequently, I cannot have solid relationship between donor name in INCOME and my member name in MEMBERS.  But in most cases, I can visually scan the portal quickly and select the portal row that has the correct address information for the Income item. Rather than re-type the address information into each Income record, I'd like to manually select the correct portal row and press a button on that row which would insert the street, city, state, and mailing code information (as a one-time lookup) into the current INCOME record.

 

What would be a simple, straightforward way of doing this?  Thank you.

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