CMS - People Products: Can I print the House or Person number?

You want to print the internal House and/or Person number on reports in CMS.

Currently no report lists either of these numbers.

If you would like you could add a custom house and a custom person number to each record instead.

You will want to rename the custom fields so they are labeled correctly.

In Membership click on Options then highlight Custom Fields and choose Rename House Custom Fields.

Choose one of the two custom number fields and type in the name you want it to have.

Repeat this process but choose Rename Person Custom Fields for the Person codes.

Once you have renamed your fields you will want to go back to the Membership Main Menu.

Click on Household/Persons on the left side of the screen.

This will pull up your first House.

Click the Custom Tab and enter your desired number (or leave it blank if you don't want to assign a number) then click the Next icon in the upper left to go to the next house.

Repeat this process until all numbers are assigned.

You will then go back to the first household again and select the Head record and click View Person.

Select Custom tab from the list.

Enter the desired number here (or again leave it blank) and click the Next button again.

Repeat the process until all Person custom numbers are assigned.

 

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