notes included in membership directory

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bcheffer
Posts: 2
Joined: Thu Feb 26, 2009 5:23 pm
Location: Plainfield, IL
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notes included in membership directory

Post by bcheffer »

I am using the stock Membership Directory, detailed version. My committee would like to have pertinent information regarding emercency contact name to be included in notes. Where do I add that information in Integrated Data Entry and how do I get it to print on the directory?

I also just upgraded from version 9 to 10

Beth

NeilZ
Posts: 10455
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: notes included in membership directory

Post by NeilZ »

bcheffer wrote:I am using the stock Membership Directory, detailed version. My committee would like to have pertinent information regarding emercency contact name to be included in notes. Where do I add that information in Integrated Data Entry and how do I get it to print on the directory?

I also just upgraded from version 9 to 10

Beth
I am guessing you're using the Church Directory from the Profiles menu, and the detailed option of the directory. If not, I'm not sure you can have emergency contact name for each person, only for the entire family.

On the personal profile, you have a tab called Notes there are five user definable data locations there that you can define for your use. In my church we have one called Parents, another for Occupation, and so on.

You can set one up as Emergency Contact, and then fill in the name. Then when you create the detailed directory, there will be a dialog asking if you want to include additional information. Your 'Emergency Contact' data item will be listed there. Unfortunately, in the current version, you can only select one time for additional information, so that may limit what else you can include.

Hope this helps.
Neil Zampella

Using PC+ since 1999.

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