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
Kathy,
Here's one possible solution. Run your acknowledgment report and save it as a list, then export the information you need using Output Set Builder. OSB includes criteria for N1 and N2 (Fname, Fname2, Lname, Lname2 etc.) although to get the membership information you may have to customize TR_QUERY_ELEMENT a bit but its pretty easy to do. I can't guarantee that it will give you exactly what you want but its worth an investigation.Dale