CMS Contributions - How To Prepare a File For Your Envelope Company of Next Year Envelope Numbers?

Once you have assigned Next Year Envelope Numbers, you may need to send a file to your envelope company.

From CMS Contributions, click Process | Merge/Export File | New Report | give it a name, such as Next Year Envelope Number File and click OK.

NOTE: Do not name your merge/export file with an actual year, i.e. "2008 Envelope File". If you leave the report name generic "Next Year Envelope Number File", you can re-use this merge/export file the following year. If you specify a year, you will not know if the file will pull current year or next year envelope numbers.

Click the down arrow at File Type and select one of the Envelope Mailings (Our Sunday Visitor, American Church, or Generic).

Click the Contrib/Pledge Selections button located about half way down the left side of the display.

Click the down arrow at Data Selection Field #1 and choose Next Year Envelope Number and leave the range 1 thru 99999. This will select only those people who have been assigned a Next Year Envelope Number. Click OK.

Check the box at Field Names in First Record located in the lower left corner of the screen.

Insert a blank diskette in your drive and click the Output File button on the right side of the display. You can now mail this diskette to your envelope company.

Or, if you prefer to email the list to the envelope company....

Microsoft Outlook and Outlook Express Users:

Click the View File button located on the right side of the screen to print the report to screen. Once the report is on screen, click the Export button at the top of the screen (envelope with red arrow).

Click the down arrow at Format and choose Comma Separated Values (CSV).

Click the down arrow at Destination and choose Microsoft Mail (MAPI).

 

Click OK.

This will bring up a Send Mail screen.

 

Type in the Envelope Company’s email address in the TO: field and remember to include your church name, address and account information in the subject and/or message field. Click Send.

You may receive a notice from Microsoft notifying you that another application is attempting to send mail on your behalf and do you want to allow access. Answer Yes to allow CMS to send this email on your behalf.

 

All other email applications:

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.

Once complete, exit CMS and open your email application.

Create a new mail message to your envelope company. Click the Attachment button.

Click the down arrow at Look In and choose the location of the saved file. Choose the CMSENV.TXT file and click Attach.

Don't forget to include your Church Name, Address and Account information in the message box of the email.

Click Send.

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