CMS People - How Can I Create a File of Names and Addresses For an External Vendor?

If your church is preparing to print a picture directory with LifeTouch or another external vendor, they will request a file of the names and addresses of the members of your church. For this example, we will be using Lifetouch. 

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

From the Merge File Selection Screen, click the drop down arrow at File Type and choose Directory - LifeTouch.

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.

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.


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