CMS Contributions - How Can I Email a File to the Envelope Company?

 
     

How Can I Email a File to the Envelope Company?

 
You can easily use CMS to email a listing of names, addresses and envelope numbers to your envelope company. You’ll need to do just a bit of setup the first time you send the disk, then every time after, you’ll just need to re-output the process.

From CMS Contribution System, click Process | Merge Export File | New Report | give it a name, such as Disk for Envelope Company and click OK.

 

From the Merge File Selection Screen, click the down arrow at File Type and choose the Envelope Company you use. If you don't see your envelope company listed, choose Envelope Mailing - Generic.

Click the Person Additional Selections button located in the lower left side of the screen.

Click the checkbox at Envelope Number, located in the upper right side of the screen and type in the desired envelope number range or leave the default 1 thru 999999 to pick up everyone with an envelope number. Click OK.

 

Click the checkbox at Field Names in First Record in the lower left corner of the screen.



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 CMS4WIN folder on your local hard drive or network drive letter.  If 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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