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September 26, 2014 by Icon Systems 2 Comments

This post was last updated on March 30th, 2021 at 04:40 pm.

A new group list export has been released in response to customer requests for an output format that can be used in mail-merge fashion to produce a pre-filled Sunday School registration form for each child. This export includes information for secondary households. It also assumes that a member group exists for the Sunday School class. Output can be either to a spreadsheet or tab-delimited format. You will find this new export under PEOPLE : Groups. Then click the Go To Group Reports button and you should see this screen.

SHows the group report screen for exports in the church software. There are multiple exports to pick from.

The field layout for this export is as follows:

 Spreadsheet snippet showing which fields are exported and in what order.
Fig. 2 – Exported fields

The key for the exported fields is as follows:

GRAY: These fields are in reference to the category and group specified in the export setup parameters.

BROWN: These fields are in reference to a group member’s member record.

PINK: These fields reference the PRIMARY household information of the group member.

GREEN: These fields reference the SECONDARY household information of the group member.

PURPLE: These fields reference phone numbers and email addresses from the PRIMARY household’s “head of household” member record.

PEACH: These fields reference phone numbers and email addresses from the SECONDARY household’s “head of household” member record.

Once you have exported the desired data, you can use your favorite word processor to create a mail-merge document, formatted as a registration form, in order to present a pre-filled form to the child’s parents.

Figure three is a mail merge template document which includes several fields that are specified in the group export

Fig. 3 – Sunday School Registration Mail Merge Form

The parents can check the information on the form and verify that it is correct, or they can write in any changes to be made. This method can save a considerable amount of time, both for parents and data entry personnel.

Filed Under: People Tagged With: church management software, church membership, church reports, groups

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About Icon Systems

Icon Systems, Inc. has been a leader in church management software since 1992. We develop high quality software for religious organizations, from church plants to denominational offices. Always improving, we’re committed to continually enhancing our cloud-based church management solutions so we can meet churches’ ongoing needs for efficient administration, effective communication and accurate FASB accounting.

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Comments

  1. Avatar for Kathryn Williams.Kathryn Williams says

    January 30, 2015 at 4:50 pm

    Hello,

    Please call me to enlighten me on how your software can help me in my communications and membership development role in my very small church that seeks to grow spiritually, numerically, and financially.

    Kathryn
    (removed personal information before posting)

    Reply
    • Avatar for Jay.Jay says

      February 9, 2015 at 3:26 pm

      Kathryn,

      Thank you for contacting us.

      We contacted Kathryn via phone and she spoke with Josh about her questions. Thanks.

      Icon Systems

      Reply

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Figure three is a mail merge template document which includes several fields that are specified in the group export
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