4.   MEMBER PROCESSING
     =================

     In CMS the members of your congregation are organized by families.  Once
     you have set up your families (one or more) with the "Family Processing"
     described above, you are ready to add members.

     The chapters in this section provide the basics you need to use members.

     To begin with "Members Processing" follow the steps:

     A. Press <Esc> as often as necessary to return to the Main Menu.

     B. At the Main Menu, select "Member Processing" by typing <M> and then
        pressing <Enter>.

        The first time you use CMS, no members exist yet.  When CMS doesn't
        find any members, you see the following message:

        ==================================
        | There are no members on file.  |
        | Do you want to add one? [y/N   |
        ==================================

        Follow the instructions in the next chapter to set up your first family
        member.


4.1  Setting Up Your First Member
     ============================

     It is just as easy to set up your first member as it was to set up your
     first CMS family.  Assuming you see this window displayed:

        ==================================
        | There are no members on file.  |
        | Do you want to add one? [y/N   |
        ==================================

     A. Press <Y> to add a member to a family now.

        Don't worry if you don't have all the correct information for this
        member now - you can always come back later and change it.  We will
        later show you how.

        If you press <N> instead you will be returned to the previous Menu.

     B. The next screen shows the "Add a New Member" screen.  Here you enter
        all the information for the new member to be added.

        If you don't want to proceed now, or while you enter the member
        information you may just press <Esc> to return to the previous menu.
        Any Information already typed in on this screen will be erased.


        Begin with the first blank where the cursor appears:

        - Family Name: Type the family last name (up to 20 characters long) and
          press <Enter> when you are done.  Note that this name will always
          automatically appear in uppercase letters.

          Only family names that have been previously entered with the "Family
          Processing" feature can be entered here.

          If you don't remember what the family name was or how it was spelled
          just press the <F2> function key and a list of families already
          entered will appear.  Use your cursor keys to select a family and
          press <Enter>.

          Press <Enter> again and the cursor now moves to the next blank:

          NOTE: All other blanks on this screen may be filled in upper and
          lower case letters.


        - Last:  Enter the last name for the new member (up to 20 characters
          long).

          Continue with the next blanks:


        - First: Enter the first name for the new member (up to 20 characters
          long).


        - SubTitle: Enter the a sub title for this member, if applicable, e.g.
          Junior, or Senior, or 3rd, etc. (up to 6 characters long).

          For a picklist of standard sub title descriptions just press the <F2>
          function key.

          These standard choices will be presented:

          ========
          | JR.  |
          | SR.  |
          | II   |
          | III  |
          ========

          Use your cursor keys to select the appropriate description and press
          <Enter>.


        - Title: Enter a title for this member, if applicable, e.g. President,
          or Chairman, etc. (up to 10 characters long).

          For a picklist of standard title descriptions just press the <F2>
          function key.

          These standard choices will be presented:

          ==========
          | Mr.    |
          | Mrs.   |
          | Ms.    |
          | Miss   |
          | Master |
          | Dr.    |
          | Rev.   |
          ==========

          Use your cursor keys to select the appropriate description and press
          <Enter>.


        - Nick Name:  Enter a nick name for this member, if applicable (up to
          20 characters long).


        - Relationship: Enter a relationship description for this member (up to
          10 characters long).

          For a picklist of standard relationship descriptions just press the
          <F2> function key.

          These standard choices will be presented:

          ===========
          | Husband |
          | Wife    |
          | Son     |
          | Daughter|
          | Mother  |
          | Father  |
          | Other   |
          ===========

          Use your cursor keys to select the appropriate description and press
          <Enter>.


        - SSN:  Enter a Social Security Number for this member (up to 9 digits
          long).


        - Employer:  Enter the name of the employer for the new member, if
          applicable (up to 40 characters long).


        - Occupation:  Enter an occupation description for the new member, if
          applicable (up to 40 characters long).


        - Work Phone :  Enter the work phone number for the new member. The
          blank is formatted to help you enter the area code and number
          appropriately.


        - Marital Status:  Enter the Marital Status of the new member (one
          character long).

          For a picklist of standard status descriptions just press the <F2>
          function key.

          These standard choices will be presented:

          ====Status==     abbreviate with:
          | Single   |                       S
          | Married  |                       M
          | Divorced |                       D
          | Widowed  |                       W
          | Unknown  |                       U
          ============

        Use your cursor keys or press the first letter of the item to select
        the appropriate description and press <Enter>.


        - Sex:  Type <F> for female or <M> for male to indicate the sex of the
          member, or type <U> for unknown, if you don't know.


        - Church Status:  Here you enter the status for the new member at your
          Church.

          For a picklist of standard status descriptions just press the <F2>
          function key.

          In the "Pick Church Status" window these standard choices will be
          presented:

          Abbreviation   Status

                  ============================
                  | NM | Non-Resident Member |
                  | PR | Prospect            |
                  | RM | Resident Member     |
                  |    |                     |
                  |    |                     |
                  |    |                     |
                  |    |                     |
                  ============================

          You have three choices to select the appropriate status:

          - Use your cursor keys to select the appropriate description and
            press <Enter>,

            or

          - Type in the abbreviation for the desired status, and press <Enter>
            when you are done,

            or

          - Press <Ins> to add a new status to the list.

            If you press <Ins> the "Add a New Church Status" screen will be
            presented.

            1. Enter a new Church status code (two characters long).

               If the code you typed is already in use by a previous Church
               status definition a message window will display:

               =================================================
               | Church Status code XX has already been taken. |
               =================================================

               where xx signifies the status code you just typed in.

               Press any key to cause the message to disappear, and enter a code
               that is not in use by another definition.

               Once you entered a unique new Church status code the cursor will
               move on to the next blank.

            2. Type <Y> if the new status definition includes Church membership.

               Type <N> if it's not a Church member.


            3. Type a description for the new Church status (up to 17 characters
               long) and press <PgDn> to save it.

          When you return to the "Pick Church Status" window, select the
          desired code and press <Enter>.  The correct Church status will now
          appear in the Church status blank.


        - How Joined:  Enter a brief explanation (up to 10 characters long)
          how the new member joined the Church.


        - Envelope:  Enter an envelope number (up to 6 digits long), that is
          unique to this member.


        - Shut In:  Press <Y> if the new member is shut in or is somehow unable
          to leave home, otherwise press <N>.


        - Needs Visit:  Press <Y> if the new member needs to be visited,
          otherwise press <N>.


        - Visit By:  Enter the name of the person who should visit this new
          member.

          If you decide that a member of the Church should visit the new member
          you can get help in making the proper name selection.

          To select from a Church member list:

          1. Press <F2> to pop up a window with a list of Church members.

          2. Use your cursor keys, or type in the first few letters of the
             members name to locate the member in the list.

          3. When you highlighted the name of the selected member press <Enter>
          to fill in this information into the "Visit By" blank.


        - Visit Date:  Again you may pick a date from the calendar via the <F2>
          key to schedule the date for the new member to be visited.


        - Purpose:  Enter the purpose for the visit (up to 25 characters long).


     If you filled in all 10 spaces in the last blank, or pressed the <Enter>
     key while on that blank all the information is saved and shows on the
     "Member Processing" screen.

     NOTE: You could have also pressed the <PgDn> key at any time to save the
     information entered so far, but it is done automatically after the last
     blank.

     There! You have created your first new member in the CMS system.

     If you made any mistakes filling in the information don't worry. We will
     show you later how to correct it.

     Notice the options menu at the bottom of the screen.  In the next chapters
     we will explain these options.

4.2  Help (? - Option)
     =================

     Notice the <?>-Help option on the left side of your options menu.

     Press the <?> key now and you will see a Help window appear.  It explains
     all the options available to process members.  Use the <PgDn> and <PgUp>
     keys to see the next or previous Help screen.

     To exit Help press <Esc> and the Help window will disappear again.


4.3  Add New Members (A - Option)
     =============================

     In these next chapters we will always assume that you start off at the
     "Member Processing" screen, assuming you have already added your very
     first member to the CMS system.

     If you select "Member Processing" from the "Main Menu" and you see this
     window on your screen:

          ==================================
          | There are no members on file.  |
          | Do you want to add one? [y/N   |
          ==================================

     then go back to chapter 4.1 "Setting up Your First Member" and follow the
     detailed instructions given there.

     Adding members to a CMS family is easy from the family options menu.

     A. Press <A> to add a new member now.

        Don't worry if you don't have all the correct information for this
        member now - you can always come back later and change it.  We will
        later show you how.

     B. The next screen shows the "Add a New Member" screen.  Here you enter
        all the information for the new member to be added.

        If you don't want to proceed now or while you enter the member
        information you may just press <Esc> to return to the previous menu. Any
        Information already typed in on this screen will be erased.

     C. Begin with the first blank where the cursor appears and enter the
        family name or choose the proper name from the family pick window via
        the <F2> key.

        Fill in all the information for this new member, that you currently
        have available to you.

     D. Press <PgDn> when you are all done, and the new information will show
        on the "Member Processing" screen.

        You could have also filled in all the spaces in the last blank
        (Purpose), or pressed the <Enter> key while on that blank to produce
        the same effect.

     To add more members repeat steps A through D.

     To find out if a member has already been added use the "Find" option
     described in the next chapter.


4.4  Find a Member (F - Option)
     ==========================

     The Find option, listed on the options menu, helps you find specific
     members by their last name without scrolling through the entire member
     list.

     To find a specific member:

     A. Press <F> from the options menu to display the "Find" window.

        ==============================
        | Enter Member Name to Find: |
        |                            |
        | [                        ] |
        | Examples:                  |
        | BILL SMITH                 |
        | B SMITH                    |
        | SMITH, BILL                |
        | SMITH, B                   |
        | But not: MR BILL SMITH     |
        ==============================

        Note: If the "Find" window already contains information, you can clear
        it by pressing <Ctrl-Y>.

     B. Type a member's last name, or part of a last name you want to find. If
        you don't know the full name, type what you know.  For example JOH will
        find JOHNSON and JOHANSON.

     C. Press <Enter> to execute the search.  CMS will start the search at the
        top of the list. If a match is found the "Member Processing" screen
        will be repositioned so that the member that was found will appear at
        the top of the screen. If this is not the member you were looking for
        you may use your cursor keys (Up> or <Dn> to scroll the list to see if
        there is a name in the list close by that is the member you were
        looking for.

        If no match was found with the "Find" option a message will be
        displayed that the specified member was not found. Press any key and
        the message will disappear.


4.5  Reports on Members (R - Option)
     ===============================

     The Reports option, listed on the Members options menu, lets you choose
     reports or labels generation for all the members in CMS.  Report output
     can be viewed on the screen, sent to the printer, or written out to a
     file.

     Press <R> to go to the "Reports Definition Table".

     You now can choose these options:

     - Member List,

     - Church Status Lists,

     - Member Mailing Labels,

     - All Member Profiles,

     - Rolodex Cards (small) for All Members, and

     - Members by Envelope Number


4.51 Member List
     ===========

     This report generates an alphabetical listing of all members stored in the
     CMS system. It lists both the family name and the member's last name.
     Output may be viewed on the screen, sent to the printer, or written out to
     a file.

     To generate a member listing:

     A. At the member "Reports Definition Table" screen,  use your cursor
        keys to select "Member List".

     B. Press <Enter> and a "Choices" menu will appear.

     C. Make your selection and follow the instructions on the screen to
        generate the report. See the Appendix, Chapter 10.2 "Generate Standard
        Reports in CMS" for more details.

     D. When the report is done you will be returned to the "Reports
        Definition Table".


4.52  Church Status Lists
      ===================

      This report generates alphabetical listings of all members stored in
      the CMS system according to their membership status. It lists the family
      name, last name, first name, and the sub title.   All report output can
      be viewed on the screen, sent to the printer, or written out to a file.

      To generate a member Church status listing:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Church Status List".

      B. Press <Enter> and a Choices menu will appear.

      C. Make your selection and follow the instructions on the screen to
         generate the report.  See the Appendix, chapter 10.2 "Generate
         Standard Reports in CMS" for more details.

         The only difference from the standard report generation is:

         After you selected the output option a Church status listing will
         appear in a window:

         =======================
         | Non-Resident Member |
         | Prospect            |
         | Resident Member     |
         |                     |
         |                     |
         =======================

      D. Select the Church status on which you would like to report, and press
         <Enter>.

      E. When this report has been generated you will be returned to the
         "Reports Definition Table".


4.53  Mailing Labels for All Members:
      ===============================

      When you want to send letters or statements, or if you want to send a
      mass mailing to all the members in CMS this choice lets you generate the
      mailing label for all the members.  To generate a mailing label for just
      one member see chapter 4.63 "Print a Mailing Label for One Member".



4.531 View All Member Mailing Labels on the Screen:
      =============================================

      To view mailing labels for all members:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Member Mailing Labels".

      B. Press <Enter> and the standard "Choices" output menu will appear.

         If you press <Esc> no label will be generated and you will be returned
         to the "Reports Definition Table" screen.

      C. Follow the instructions on the screen to preview the mailing labels.
         See the instructions in Appendix 10.3, chapter "Viewing Mailing
         Label(s) in CMS" for complete details.

      D. After pressing <Esc> from the "View Report" window you will be
         returned to the "Reports Definition Table" screen.



4.532 Print All Member Mailing Labels on the Printer:
      ===============================================

      To print mailing labels for all members:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Member Mailing Labels".

      B. Press <Enter> and the standard "Choices" output menu will appear.

         If you press <Esc> no label will be generated and you will be returned
         to the "Reports Definition Table" screen.

      C. Follow the instructions on the screen to generate the mailing labels.
         See the instructions in Appendix 10.4, chapter "Printing Mailing
         Label(s) in CMS" for complete details.

      D. Once all labels have been generated you will be returned to the
         "Reports Definition Table" screen.



4.533 Write All Member Mailing Labels to a File:
      ==========================================

      To write all mailing labels for members to a file:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Member Mailing Labels".

      B. Press <Enter> and the standard "Choices" output menu will appear.

         If you press <Esc> no label will be generated and you will be returned
         to the "Reports Definition Table" screen.

      C. Follow the instructions on the screen to generate the mailing labels.
         See the instructions in Appendix 10.5, chapter "Writing Mailing
         Label(s) to a File in CMS" for complete details.

      D. Once all labels have been generated you will be returned to the
         "Reports Definition Table" screen.



4.534 Generate a Merge File for All Members:
      ==========================================

      To generate a merge file for all members:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Member Mailing Labels".

      B. Press <Enter> and the standard "Choices" output menu will appear.

         If you press <Esc> no merge file will be generated and you will be
         returned to the "Reports Definition Table" screen.

      C. Follow the instructions on the screen to generate a merge file. See
         the instructions in Appendix 10.6, chapter "Generate Merge Record(s)
         in CMS" for complete details.  To find out about the structure of CMS
         merge records refer to Appendix 10.7, chapter "Merge Record Structure
         - Technical Information".

      D. Once all merge records have been generated you will be returned to the
         "Reports Definition Table" screen.



4.54  Complete Profile Reports for All Members
      ========================================

      This report option generates a detailed information sheet for each member
      of your Church.  These report sheets may be updated by hand and then you
      may later update your CMS system to reflect any changes or additions. See
      sample report in chapter 4.67 "Complete Profile Report for One Member".s

      To generate all member profiles:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "All Member Profiles".

      B. Press <Enter> and the standard "Choices" output menu will appear.

      C. Make your selection and follow the instructions on the screen to
         generate the report. See the Appendix, Chapter 10.2 "Generate
         Standard Reports in CMS" for more details.

      D. When this report has been generated you will be returned to the
         "Reports Definition Table".



4.55  Rolodex Cards (small) for All Members
      =====================================

      This option generates Rolodex cards for all members of your Church.

      To print Rolodex cards for all members:

      A. Make sure your printer is ready to print.  See the instructions in
         the Appendix, chapter 10.1 "Preparing Your Printer".

      B. At the member "Reports Definition Table" screen select "Rolodex Cards
         (small) for all members", and press <Enter>.

         Follow the instructions on the screen to generate the cards. For
         complete step by step instructions on printing Rolodex cards, see the
         Appendix, chapter 10.9 "Printing Rolodex Cards in CMS".

      C. Once the Rolodex cards have printed on your printer you will be
         returned to the "Reports Definition Table" screen.



4.56  Members by Envelope Number
      ==========================

      This option generates a report of all members listed in sequence of
      their envelope number.  All report output can be viewed on the screen,
      sent to the printer, or written out to a file.

      To generate a member report by envelope number:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Members by Envelope Number".

      B. Press <Enter> and the standard "Choices" output menu will appear.

      C. Make your selection and follow the instructions on the screen to
         generate the report. See the Appendix, Chapter 10.2 "Generate
         Standard Reports in CMS" for more details.

      D. When this report has been generated you will be returned to the
         "Reports Definition Table".



4.57  Exit the "Reports Definition Table"
      ==================================

      To return to "Members Processing":

      At the "Reports Definition Table" press <Esc> to return to the "Member
      Processing" screen.



4.6  Member Specific Choices (Enter - Option)
     ========================================

     While the options presented in the options menu affect the list of members
     as a whole, it is possible to work with individual members by choosing the
     <Enter>-Choices option.

     To see what options are available to work with an individual member:

     A. Move your cursor to the member you want to work with, or use find to
        locate that member on the "Member Processing" screen.

     B. Press <Enter> from the "Member Processing" options menu and the
        "Choices" menu will appear.

        ============Choices==========
        | Edit Member               |
        | Delete Member             |
        | Member's Organizations    |
        | Member's SIGs             |
        | Member's Dates            |
        | Member's Attendance       |
        | Print Profile Report      |
        | View a Label              |
        | Print a Label             |
        | Write a Label to File     |
        | Print Rolodex Card        |
        | Transfer Member           |
        |                           |
        =============================

     C. To exit the "Choices" menu again press <Esc>.



4.61 Edit a Member's Information
     ===========================

     Choose "Edit Member" if you want to make changes to the information about
     a member or if you made mistakes when you added that member to the member
     list.

     To change a member's information:

     A. At the "Member Processing" screen move your cursor to the member who's
        information you want to change, or use the "Find" option to locate that
        member on the screen.

     B. Press <Enter> to get to the "Choices" menu.

     C. Press <E> to select "Edit Member", and press <Enter>.

        The "Edit this member" screen will appear and the cursor will be
        positioned at the "Last"(name) blank.

     D. Use the <Down-Arrow> or the <Tab> key to move the cursor to the blank
        where you want to make changes or add new information.

     E. Type in the new information where you want it to appear in that blank.
        When you are done with that blank move the cursor to the next blank you
        want to change.

     F. Press <PgDn> when you are done with all the changes to this member.

        You will be returned to the "Member Processing" screen and the changed
        information will appear there.



4.62 Remove a Member from a Family
     =============================

     Just as members can be added to the member list they also can be
     removed.  For example, you discovered after you entered this member, that
     you created a duplicate entry. Or this member of a family has moved away
     from the Church and you want to remove him or her from your CMS program.

     To remove a member from a family:

     A. At the "Member Processing" screen move your cursor to the member you
        want to remove, or use the "Find" option to locate that member on the
        screen.

     B. Press <Enter> to get to the "Choices" menu.

     C. Press <D> to select "Delete Member", and press <Enter>.

        To prevent you from inadvertently making a mistake and remove the wrong
        member a window will be displayed (in our example we will again use the
        name Joe Doe):

          ====================================
          | About to delete member Joe Doe   |
          |         Are you sure?  [y/N]     |
          ====================================

     D. Press <Y> to confirm the deletion of this member,

        or

        press <N> if you don't want to remove the selected member at this time.

        If you pressed <N> you will be returned to the "Member Processing"
        screen and no deletions will have been made.

     E. If you pressed <Y> to confirm the deletion another window will be
        displayed(we use Joe Doe again):

        ============================================================
        | Deleting Joe Doe                                         |
        | will also remove related records in the following files: |
        |                                                          |
        | ATTEND.DBF   (Attendance file)                           |
        | DATEDATA.DBF (Dates file)                                |
        | PLEDGES.DBF  (Pledges file)                              |
        |                                                          |
        | OK to proceed? [y/N]                                     |
        ============================================================

        This is your last chance to change your mind.

     F. Press <Y> to confirm the deletion of this member and all the related
        information about pledges, attendance records, and date information for
        this member.

        or

        Press <N> if you don't want to remove the selected member at this time.


     G. You will be returned to the Members Processing screen and if you
        confirmed the removal of that member his or her information will have
        disappeared from the "Member Processing" screen.



4.63 Organizations a Member belongs to
     =================================

     This chapter describes how to manage a member's organizations.  You can
     assign Church members to organizations, change their membership status in
     these organizations, or remove them from organizations.

     To work with a member's organizations:

     A. At the "Member Processing" screen move your cursor to the member whose
        organizations you want to manage, or use the "Find" option to locate
        that member on the screen.

     B. Press <Enter> to get to the "Choices" menu.

     C. Select "Member's Organizations" and press <Enter>.  A window message
        will appear:

        ================================================
        | Creating list of this member's organizations |
        ================================================

        and then a window will appear with the list of organizations this
        member currently belongs to (left column) and its membership status:

        ==========================
        |    Belongs To:      Mem|
        --------------------------
        |Bible Class         |N  |
        |                    |   |
        |                    |   |
        |                    |   |
        ==========================

        If this member never before was assigned to any organization this list
        will be empty.

        You may now choose any of the following options from the menu at the
        bottom of the screen:

        - Add this member to an organization

        - Remove this member from an organization

        - Change the membership status in an organization

        - Exit from "Working with Organizations"


        To add this member to an organization:

        a) Press the <Ins> key and a list of possible organizations to join
           will appear in a window:

           =========================
           | Organizations to Join |
           -------------------------
           | Bible Class           |
           |                       |
           |                       |
           =========================

        b) Select the organization your member is to join.

           If you cannot find the appropriate organization in the list you can
           add a new organization or abandon this process.

           To add a new organization to the list press <Ins> while the
           "Organizations to Join" window is still displayed. For detailed
           step by step instructions, see the chapter 5.13 "Add New
           Organizations".

        c) Press <Enter> to confirm the selection of the desired organization.

           The list of organizations for this member will be updated and a
           window prompt will appear:

           ========================================================
           | On what date did this member join this organization? |
           |                        03/21/91                      |
           ========================================================

           The date displayed will be the current system date.

           To change the date:

           - press <F2> to pop up the calendar and
           - select the proper date, and press <Enter>

        d) Press <Enter> to confirm the date of the member joining that
           organization.

           Note: You also could have just typed the date instead of using the
           calendar.

           To add this member to other organizations now, repeat steps a)
           through d).


        To remove this member from an organization:

        a) Select the organization you want to remove this member from.

        b) Press the <Del> key, and a window prompt will ask you to confirm the
           removal:

           ============================
           | About to remove John Doe |
           | from Bible Class         |
           |         OK? [y/N]        |
           ============================

        c) Press <Y> to confirm the removal, and this organization will
           disappear from the list.

           If you don't want to remove this person from the organization, press
           <N> instead.


        To change this member's status in an organization:

        a) Select the organization where you want to change the membership
           status.

        b) Press the <Space-Bar> key to toggle the "Mem" column.

           "Y" appearing in the "Mem" columns means membership in that
           organization, "N" means no membership.


        To exit from "Working with Organizations":

        Press <Esc> to return to the "Member Processing" screen.



4.64 Special Interest Groups (SIGs) a Member belongs to
     ==================================================

     This chapter describes how to manage a member's Special Interest Groups
     (SIGs). You can assign Church members to SIGs, change their membership
     status in these SIGs, or remove them from SIGs.


     To work with a member's SIGs:

     A. At the "Member Processing" screen move your cursor to the member whose
        SIGs you want to manage, or use the "Find" option to locate that member
        on the screen.

     B. Press <Enter> to get to the "Choices" menu.

     C. Select "Member's SIGs" and press <Enter>.  A window message will appear:

        ==================================
        | Creating list of member's SIGs |
        ==================================

        and then a window will appear with the list of SIGs this member
        currently belongs to (empty if none):

        ======================
        |    Belongs To:     |
        ----------------------
        |                    |
        |                    |
        |                    |
        ======================

        If this member never before was assigned to any organization this list
        will be empty.

        You may now choose any of the following options from the menu at the
        bottom of the screen:

        - Add this member to a SIG

        - Remove this member from a SIG

        - Exit from "Working with SIGs"


        To add this member to a SIG:

        a) Press the <Ins> key and a list of possible SIGs to join will appear
           in a window:

           ========================
           |     SIGs to Join:    |
           ------------------------
           | Scouting             |
           |                      |
           |                      |
           ========================

        b) Select the SIG your member is to join.

           If you cannot find the appropriate SIG in the list you can add a new
           SIG or abandon this process.

           To add a new SIG to the list press <Ins> while the "SIGs to Join"
           window is still displayed. For detailed step by step instructions,
           see the chapter 5.23 "Add New Special Interest Groups".

        c) Press <Enter> to confirm the selection of the desired SIG.

           The list of SIGs for this member will be updated.

           To add this member to other SIGs now, repeat steps a) through c).


        To remove this member from a SIG:

        a) Select the SIG you want this member removed from.

        b) Press the <Del> key, and a window prompt will ask you to confirm the
           removal:

           ============================
           | About to remove John Doe |
           | from Scouting            |
           |         OK? [y/N]        |
           ============================

        c) Press <Y> to confirm the removal, and this SIG will disappear from
           the list.

           If you don't want to remove this person from that SIG, press <N>
           instead.


        To exit from "Working with SIGs":

        Press <Esc> to return to the "Member Processing" screen.



4.65 Special Dates for a Member
     ==========================

     This chapter describes how to manage important dates for a member, and how
     you can fill in or find dates important to a member.

     To work with a member's dates:

     A. At the "Member Processing" screen move your cursor to the member whose
        dates you want to manage, or use the "Find" option to locate that
        member on the screen.

     B. Press <Enter> to get to the "Choices" menu.

     C. Select "Member's Dates" and press <Enter>.  The dates for this member
        will be displayed:

        =====================================================================
        |                           John Doe's Dates                        |
        =====================================================================
        | Category           Date                                           |
        ---------------------------------------------------------------------
        | Birthday          |  /  /                                         |
        |                   |                                               |
        |                   |                                               |
        |                   |                                               |


        If this is a new member then no dates at all will be filled in yet. The
        only entry will be the members birthday without a date.

        You may now choose any of the following options from the menu at the
        bottom of the screen:

        <?> to get Help to quickly find out more about your options

        <A> to Add a new date for this member

        <Enter> to access these additional choices:

            - Edit a Date

            - Delete a Date

        <Esc> to Exit from "Dates"


        The <F> and <R> options are not available here.


        To add a new date for this member:

        1. Press <A> and a picklist of date categories will appear in a window.

           ====Date Categories====
           | Birthday            |
           | Church Membership   |
           | Wedding Anniversary |
           |                     |
           |                     |
           =======================

           To add more date categories to track in CMS, see chapter 5.33 "Add
           New Date Categories"


        2. Use your cursor keys to select the date category you want to add for
           this member (e.g. Church Membership), and press <Enter>.

           A window prompt will appear:

           =============================
           | Enter: Church Membership  |
           |       [  /  /  ]          |
           =============================


        3. To fill in the proper date:

           - just type in the proper date,

             or

           a) press <F2> to pop up the calendar,

           b) select the appropriate date with the cursor and <PgUp> and <PgDn>
              keys,

           c) press <Enter> to fill in the selected date, and

           d) press <Enter> to confirm that selection.

        The "Dates" screen will be redisplayed with the new category added to
        the list.



        To edit a member's date:

        1. Select the date you want to change with the cursor keys.

        2. Press <Enter> to display the "Choices Menu".

           To return to the "Dates" screen without editing, press <Esc>.

        3. Press <E> to select "Edit Date", and press <Enter>.

        4. Fill in the new date when the date window is displayed:

           =======================
           | Edit: Birthday      |
           |      [  /  /  ]     |
           =======================

           or

           a) press <F2> to pop up the calendar,

           b) select the appropriate date with the cursor and <PgUp> and <PgDn>
              keys,

           c) press <Enter> to fill in the selected date, and

           d) press <Enter> to confirm that selection.


        The corrected date will be displayed on the "Dates" screen.



        To delete a member's date:

        1. Select the date you want to delete with the cursor keys.

        2. Press <Enter> to display the "Choices Menu"

        3. Press <D> to select "Delete Date", and press <Enter>.

           You will see a window prompt:

           ===========================
           | Delete this date? [y/N] |
           ===========================

        4. Press <Y> to remove this date from the date list for this member.

           If you don't want to remove this date, press <N> or <Esc>.

        The updated list of dates will be displayed on the "Dates" screen.



        To Exit from "Dates" and return to "Member Processing", press <Esc>.




4.66 Attendance Record of a Member
     =============================

     (* this feature is currently not implemented *)


4.67 Complete Profile Report for One Member
     ======================================

     Here you get all the information in CMS about a member. You can view this
     report on the screen, or send it to the printer or a file.  If you want to
     generate Profile reports for all Church members at once use the report
     option from the "Member Processing" described in chapter 4.54 "Complete
     Profile Report for All Members".

     To generate a members profile report:

     A. Use your cursor keys to select the member for whom you want this report
        from the "Member Processing" screen.


     B. Press <Enter> to display the "Choices Menu".

     C. Select "Print Profile Report", and press <Enter>.

        The "Report Output" window will be displayed:

        ===================
        |  Report Output  |
        ===================
        |     Screen      |
        |     Printer     |
        |     File        |
        ===================


     D. You have these options:

        Press <S> to view the report on the screen.

        Use the <PgUp> and <PgDn> keys to view the report and press <Esc> when
        you are done.

        Or

        press <P> to send the report to the printer.

        Or

        press <F> to send the report to a file.

        Type in the filename for this report, so you can later retrieve it. If
        no DOS file extension is specified CMS will automatically attach the
        .TXT extension to the file.

        See the sample report on the next page:

     ========================================================================
     |                                                                      |
     |                     PROFILE REPORT FOR MR. John Doe JR.              |
     |                                                                      |
     |                      Your Church Name will appear here               |
     |                              1234 Church Lane                        |
     |                            AnyTown, State  00000                     |
     |                              (999) 999-9999                          |
     |                                                                      |
     |                       (*** CONFIDENTIAL DATA ***)                    |
     |                                                                      |
     | John IS THE Son IN THE DOE FAMILY                                    |
     |                                                                      |
     | MAILING ADDRESS:  1111 Main Street                                   |
     |                   AnyTown, XX                                        |
     |                   00000                                              |
     |                   (888) 888-8888                                     |
     |                                                                      |
     | SHEPHERD:         John Smith                                         |
     | NICKNAME:         Jack                                               |
     | SSN:              777-77-7777                                        |
     | ENVELOPE NUMBER:  0                                                  |
     | EMPLOYER:         ABCDE Company Inc.                                 |
     | OCCUPATION:       Manager                                            |
     | WORK PHONE:       (666) 666-6666                                     |
     | MARITAL STATUS:   MARRIED                                            |
     | SEX:              MALE                                               |
     | CHURCH MEMBER?    Y                                                  |
     | CHURCH STATUS:    Resident Member                                    |
     | MEMBERSHIP DATE:  03/18/65                                           |
     | HOW JOINED:       father                                             |
     | SHUT IN?          N                                                  |
     | NEEDS VISIT?      Y                                                  |
     | VISITOR:          John Smith                                         |
     | PURPOSE OF VISIT: piano donation                                     |
     | DATE OF VISIT:    04/30/91                                           |
     |                                                                      |
     | BELONGS TO THE FOLLOWING ORGANIZATIONS:                              |
     |           Bible Class                                                |
     |                                                                      |
     | BELONGS TO THE FOLLOWING SPECIAL INTEREST GROUPS:                    |
     |           Scouting                                                   |
     |                                                                      |
     | IMPORTANT DATES:                                                     |
     |           Birthday            11/14/44                               |
     |           Wedding Anniversary 07/12/69                               |
     |           Church Membership   03/18/65                               |
     |                                                                      |
     ========================================================================

4.68  Labels for One Member
      =====================

      When you want to send a letter or statement only to one member these
      choices let you generate a mailing label for just one member.  Output can
      be sent to the screen or printer (including Rolodex card), or written to
      a file.  To generate mailing labels for all members, see chapter 4.5
      "Reports on Members".



4.681 View a Mailing for One Member on the Screen
      ===========================================

      To view a mailing label for one member:

      A. At the member "Reports Definition Table" screen,  use your cursor
         keys to select "Member Mailing Labels".

      B. Press <Enter> and the standard "Choices" output menu will appear.

         If you press <Esc> no label will be generated and you will be returned
         to the "Reports Definition Table" screen.

      C. Follow the instructions on the screen to preview the mailing labels.
         See the instructions in Appendix 10.3, chapter "Viewing Mailing
         Label(s) in CMS" for complete details.

      D. After pressing <Esc> from the "View Report" window you will be
         returned to the "Reports Definition Table" screen.



4.682 Print a Mailing Label for One Member
      ====================================

      To print a mailing label for just one member:

      A. Make sure your printer is ready to print.  See the instructions in the
         Appendix, chapter 10.1 "Preparing Your Printer".

      B. At the "Member Processing" screen move your cursor to the member you
         want to mail to, or use the "Find" option to locate that member on the
         screen.

      C. Press <Enter> to get to the "Choices" menu.

      D. Press <P> to select "Print a Label", and press <Enter>.

         Follow the instructions on the screen to generate a label. For
         complete step by step instructions on printing labels see the
         Appendix, chapter 10.4 "Printing Mailing Label(s) in CMS".

      E. Once the selected member label has printed on your printer you will be
         returned to the "Member Processing" screen.



4.683 Write a Mailing Label for One Member to File
      ============================================

      To write a mailing label for one member to a file:

      A. At the "Member Processing" screen move your cursor to the member you
         want to mail to, or use the "Find" option to locate that member on the
         screen.

      B. Press <Enter> to get to the "Choices" menu.


      C. Select "Write a Label to File", press <Enter>, and follow the
         instructions on the screen.  See Appendix 10.5, chapter "Writing
         Mailing Label(s) to a File in CMS" for more details.

      D. Once the labels have been generated you will be returned to the
         "Member Processing" screen.



4.684 Print One 3x5 Rolodex Card
      ==================-=======

      To print a Rolodex card for just one member:

      A. Make sure your printer is ready to print.  See the instructions in the
         Appendix, chapter 10.1 "Preparing Your Printer".

      B. At the "Member Processing" screen move your cursor to the member for
         whom you want to generate a Rolodex card, or use the "Find" option to
         locate that member on the screen.

      C. Press <Enter> to get to the "Choices" menu.

      D. Select "Print Rolodex Card", and press <Enter>.

         Follow the instructions on the screen to generate a card. For complete
         step by step instructions on printing Rolodex cards, see the Appendix,
         chapter 10.9 "Printing Rolodex Cards in CMS".

      E. Once the selected member Rolodex card has printed on your printer you
         will be returned to the "Member Processing" screen.



4.69  Transfer a Family Member to another Family
      ==========================================

      You may have a member listed as belonging to one family, but now you
      would like him to belong to another family. You may transfer a member
      from one family to another within CMS.

      To transfer a member to a another family:

      A. At the "Member Processing" screen move your cursor to the member you
         want to move to another family, or use the "Find" option to locate
         that member on the screen.

      B. Press <Enter> to get to the "Choices" menu.

      C. Press <T> to select "Transfer Member" and press <Enter>.  A picklist
         of family names to choose from will be displayed (in our example we
         use the DOE and SMITH families):

         =====================================================================
         | Pick New Family                                              |
         ---------------------------------------------------------------------
         | Doe               | Mr. and Mrs. John Doe                         |
         | Smith             | Mr. and Mrs. Bill Smith                       |
         |                   |                                               |
         |                   |                                               |


      D. Select the new family for this member, and press <Enter>.

         If you know the family name, or the first few letters, just type them
         in, and the family list will be repositioned in the window to show you
         the family members in the list with similar names.

         A "Transfer Confirmation" window will be displayed:

         ==============================
         | John Doe                   |
         | will be transferred to the |
         | SMITH family. OK? [y/N]    |
         ==============================

      E. Press <Y> to confirm the transfer of this member to the new family,

         or

         press <N> if you don't want to transfer this member to the new family.


      You will be returned to the "Member Processing" screen.



4.6x  Exit the Members Choices Menu
      =============================

      To exit the choices menu, press the <Esc> key, and the choice menu will
      disappear.



4.7   Exit Member Processing
      ======================

      Anywhere in the program, press <Esc> until you see the "Main Menu".

      IMPORTANT: If you were changing information or adding new information
      while in "Member Processing", and while still in the editing or adding
      mode pressed <Esc>, all the changed or added information on that screen
      will be lost.

