Can't print a simple list - please help!

[Shucky]

Please bear with me...I inherited PowerChurch from a previous secretary who did not know how to use it, nor does anyone else. The records are inconsistently entered, and I really don't understand PC (FileMaker Pro, etc. yes - not this one) and I'm having a tough time with the manual, considered I don't have any time to read it!

I have hundreds of people that I have not information on, who likely must be deleted from the database, so I am trying to print a list of them for the clergy to go through. These people are all tagged in the family profile. However, when I try to print 'tagged', I am told I have chosen no records. If I try and print them from another menu, regardless of chosing 'tagged', it prints everyone.

HELP!!! Every time I try to use PC, I wind up close to being in tears, and we haven't the money for purchasing technical support!

Shucky 3-( +

[Jeff]

Did you tag family units or Personal Profiles? If you tagged individuals in Personal Profiles, go to Membership -> Personal Profiles -> Reports and choose one of the selected reports, such as "Selected Names Addresses and Phones" depending on the information you want to provide to the pastors. On this screen, make sure you are selecting the Tagged option in the upper right corner of the screen. If the people are still not showing on your report, check the "Include in Membership Module Reports" option for these familes. This option can be found in the Integrated Data Entry screen or the Maintain Family Mailing List screen. This option trumps all other selections in the membership modules. With this option unchecked, you have told the system to never print anyone in the family on any reports under the Membership menu. This option is used when a family moves away or all the members of the family are deceased and you don't want to delete the information.

From what you are describing, this sounds like your case. Go to Membership -> Family Mailing List -> Reports and select the "Familes Not Included in Membership Reports" option. This will give you a list of all the familes where this option has been unchecked. You can probably provide this list to the pastors for them to work off of to clean up your records.

[Shucky]

THAT was a real help!

[jeffkoke]

If you want to get a good look at what is in the database, select the Integrated Entry in the Membership (think that's right) and you'll be presented with each family's info and the personal profiles.

Hope this helps,
Jeff

[Shucky]

I do all of the work on our membership here...I tagged the families I think need to be deleted, because I'd been told then I could run off a list of only those people. It would seem there needs to be more coding than that, as by the truly helpful reply to my first post.

Is there some quick way I can code these tagged families?

Also, if the 'individual profiles' tab is not showing up in a family, how do I get the individuals to show? I have some info to edit, but only the mother's file is showing as a family, not as an individual.

Sylvia

[NeilZ]

I do all of the work on our membership here...I tagged the families I think need to be deleted, because I'd been told then I could run off a list of only those people. It would seem there needs to be more coding than that, as by the truly helpful reply to my first post.

Is there some quick way I can code these tagged families?

Also, if the 'individual profiles' tab is not showing up in a family, how do I get the individuals to show? I have some info to edit, but only the mother's file is showing as a family, not as an individual.

Sylvia

Actually Sylvia, he was being helpful. PC+ is very powerful in the way you can use it to setup the individual family and personal profiles.

However, he did give you a good idea on how to do this.

1. Make sure the people are checked for the 'include in membership reports' on the family record.
2. You can then create a new mailing category " to be deleted ", and set each family to be deleted to that mailing category.
3. You can then run the 'selected names and addresses' report.

As to the individuals not showing up. All individual profiles must be assigned to a family record. If the one person is showing up as only a family record, then no personal profiles were attached to it.

You can do a search through the personal profiles to see if they are in the database, then check the 'picture and family info' tab on the record to see where they are attached.