CMS People - How can I Create a File of Names and Addresses for an Outside Mailing Company?

PROBLEM:  I need to prepare a file for an outside mailing company that will be sending out a mailing on our behalf.  They've asked for a file they can use to prepare labels.  How can I prepare this file?

SOLUTION:  You can easily prepare a listing of your member's names and addresses for that mailing company! 

From CMS Membership, click Process | Merge/Export File | New Reports | give it a name, such as Data for Mailing Company | click OK.

From the Merge File Selection Screen, leave the File Type Household.

Click the Member Status button on the left side of the screen and include only those codes indicating Members, or those you would like to see on the directory.  For example, you may not want to include the codes for Deceased, Transferred/Moved, etc.

Check the box in the lower right corner at Field Names in First Record.

If you have a lot of "Snowbirds", you may also want to check the box at Use Alternate Addresses if in Effect.

The default location of the File Destination is the floppy disk drive A:.  If you computer does not have a floppy disk drive, or you would like to change the file location of the data, click the Browse button and enter the correct file name and location.



If burning the data to a CD-R/CD-RW, click the Browse button and save the file to the Windows Desktop.  Then using your CD writing application to burn the file to a CD.You may also choose to click the View File button on the right side of the screen to print up the information included in the file.

You may also choose to click the View File button on the right side of the screen to print up the information included in the file.

 

This file can now be emailed or mailed to your mailing company!

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