Membership Cards

Yes – the Met has a custom record that records membership card data.   When a new membership is created there is a nightly routine that moves the Salutation 1 to the first line of the membership card.   We then have reports that pull this info –which is then exported.    You could have record for each card.  We only allow one card so Card Type controls what kind.

Has anyone created a system to generate membership cards from Tess? I would like to be able to export into an Excel file (so that the data can be sorted the way our membership manager likes it) to use in a mail merge. This is pretty straightforward except that we have mutiple members in the same membership and they each receive a separate membership card with their name (plus ID# and expiration date) on it. Is there a place to enter all member names in the same record and a way to get them out of the record? Or some other way?

Thank you for any help,

Kathy

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Yes – the Met has a custom record that records membership card data.   When a new membership is created there is a nightly routine that moves the Salutation 1 to the first line of the membership card.   We then have reports that pull this info –which is then exported.    You could have record for each card.  We only allow one card so Card Type controls what kind.

Has anyone created a system to generate membership cards from Tess? I would like to be able to export into an Excel file (so that the data can be sorted the way our membership manager likes it) to use in a mail merge. This is pretty straightforward except that we have mutiple members in the same membership and they each receive a separate membership card with their name (plus ID# and expiration date) on it. Is there a place to enter all member names in the same record and a way to get them out of the record? Or some other way?

Thank you for any help,

Kathy

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!