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notes included in membership directory
Posted: Thu Feb 26, 2009 5:29 pm
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
Re: notes included in membership directory
Posted: Thu Feb 26, 2009 9:28 pm
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.