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12.3. Find COMMITTEE Members for Exporting

To Find Committee Members for Exporting:

METHOD 1 (Export to Excel)  This method exports a good deal of information and should be reviewed PRIOR to sending to anyone outside of the organization.

  1. Go to Member Module
  2. Click on Find
  3. Click on the Committee TAB on the top portion of the screen (This is NOT the Committee button)
  4. Click in the Committee ID field and select the committee you want
  5. Click in the Committee Year field and type in the year (i.e. 2009)
  6. Click on Continue to complete the find
  7. If the results yield more than one member, then you will be brought to the List View for the Members.
  8. Right-click on your Association name and select Send/Save Record as... and select Excel
  9. Fill in the information for saving and whether you want to open it or email it.

You will now be able to edit this information in Excel and delete any columns you do not need.

 

METHOD 2 (Export to Text file)  this method only exports the name, preferred mailing and email address of the member.

  1. Go to the Member Module
  2. Click on the Utility button
  3. Select Export to Mail Merge under the Export Routines heading
  4. You will be prompted to select your criteria for the find
  5. Click on the Committee TAB on the top portion of the screen (This is NOT the Committee button)
  6. Click in the Committee ID field and select the committee you want
  7. Click in the Committee Year field and type in the year (i.e. 2009)
  8. Click on Continue to complete the find
  9. Your results will be sent to a text file called _Email.txt on your C: drive  (C:\_Email.txt)

You will now be able to edit this information in Excel or a regular text editor.

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