User Support Forum

Has anyone created a paper form for use in gathering or updating church member information?

I've considered printing and handing out all the data I have for each person, but am concered that I'll be flooded with questions asking what the Phonetree=Contact (for instance) label means. Of course, there are other fields that are in the system that could lead to questions as well.

I don't want to have to explain to a lot of people what particular things mean, if I can help it.

So, has anyone generated a form to hand out?

AdvanceThanks,
Jeff

I actually was faced with a similar problem. I had all of the data in PC and wanted to establish a bi-annually update to existing member profiles, but I didnt want to have to address the internal codes, etc. of PC. So, I designed a simple profile form in MS Word to include only the information I wanted to update (i.e. Name, address, emergency contact, etc.) and I renamed certain field names like envelop # to Member Number ( a term familiar to our members). I exported the data to excel and merged it to Word and gave out the forms.

Alternatively, you could design a report to do the same thing, but since I had more expertise in MS Word it was 1..2..3 for me.

Hope this helps.

I've created a couple of custom reports like this for users and it's not really that hard since the grouping is minimal. Take a look at the chapter on custom reports in the manual and maybe look at some examples on the website. It might help!