Saved lists, address labels and exports

Lists that keep themselves up to date, and how to email, print or export them.

Who can do this: Administrators and staff

1. 1

   Step 1: Start with a ready-made list

   Go to Lists. Under Ready-made lists, choose Add next to one you want, such as Aged 75 and over or Birthdays this month. It’s saved straight away.

   churchmembersoftware.com/app/lists

   

2. 2

   Step 2: Or make your own

   Choose New list. Add rules, for example “Tag is Choir” and “Age is over 70”, and choose whether people must match all of them or any. Under Show, you can list the people themselves, their household’s main contact, or the parents of matching children.

   Give it a name and choose Save and view list. Tick Share with the rest of the team if others should see it.

   churchmembersoftware.com/app/lists/new

   

3. 3

   Step 3: Email, print labels or export

   Open a list. Choose Email this list to write to everyone on it, Address labels to print labels, or Export all to CSV for a spreadsheet.

   churchmembersoftware.com/app/people

   

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