Newbie in desperate need of help BC customer service can't help?


#1

I’m very frustrated so I’m hoping someone can help us since we were told that even though we pay for this, customer service CANNOT help us… :disappointed:

We are a non-profit. We have a base called: Events → People → Items. We collect donations and then give them out at events to mothers/guardians. I need to track each mother/guardian’s request and what they actually got at each event.

Events Page – I need this page to give me a snapshot of the number of people who attended, the names of who attended, what they asked for and what they actually got.

*I tried putting a screen shot but was told I could only do 1?

a) I need to have each person counted separately so how do I change this so that each person is a single entry and not all put into one block?

b) The Items actually received column is blank and not carrying over from the mother’s page.

c) I don’t know why I have Mother/Guardian listed twice (two columns). Do I need the second one all the way to the right?

Mother/Guardian Page – I need this page to capture each mother/guardian who applies for items, what they asked for (each time not collectively) and what they got each time (again each time not collectively). I also need this page to track for me what events they registered for and did not attend.

Here is a screen shot of the ‘second page’ of the base:

a) I have a column (not shown) for the Mother/Guardian’s DOB. Is it possible to make this column to take the date but also give/update her age?

b) Is there a way to have a Child’s DOB column and have that column do the same thing and have it update/give the child’s age? I created a Names & D.O.B. for Children but thing I need to do a 1st child – 5th Child column to break it down and track it.

c) The Actual Items Received column on this page is not right and it’s not editable. How do I fix this column so I don’t have to manually enter it every time?

d) How do I input more than one event for a mother? I tried putting two events for Elayne Beauchamps and all the items she requested in July came up as August (i.e. Bassinet, Diapers 1 & 2, Wipes, Stroller).

e) Is there a way to set up a form that the mothers/guardians can fill out when they register for the event that will help me autofill what they are asking for so I don’t have to manually enter it each month? How do I do that?

Items Page – I need this page to help me figure out what is being asked for and who is getting it if we have it in stock.

a. How do I make this page/option allow me to say if someone gets more than 1 of an item (say Rose C gets 2 size 6 diapers)?

b. Is there a way to link this base with our inventory base so we don’t have to keep inputting the data all over the place

c. Is there a way to set up a form that we can send out that let’s the mother/guardian request items so we’re not inputting it manually 2x a month?

Thanks for any help!!!