Home

Version 3 User`s Manual

Contents

1. A You can print a directory for families or for people by clicking on the People Directory or Family Directory radio button Many of the features are the same for both family and individual directories 80 Directory Options r Style lol People Directory o Family Directory tc Show unlisted phone numbers E Show unlisted addresses Booklet 4 1 4 x 7 Book 5 1 2 x 8 1 2 Large 8 1 2 x 11 rS Pictorial Large 8 1 2 x 11 Pictorial Book 5 1 2 x 8 1 2 c Show unlisted emails B m C Show birthdays ES vvvvyy Standard List 8 1 2 x 11 Show Personal Phones New Template Edit Template a JU n C Print Preview Comments f Cancel Print gt The Directories come in five customizable formats plus a Standard List Sample templates for each of the customizable formats are provided These templates may by used as is or modified to your needs It is recommended that you first duplicate the templates before making modifications You can create as many templates as you like 8 2 PeoplePower User s Manual Reports 1 4 1 4 x 7 collated booklet this format will produce a booklet with pages that are 4 1 4 x 7 The directory is printed on legal sized paper 4 directory pages on each side of a piece of paper PeoplePower prints the pages collated i e it figures out which pages need to be printed next to each other on the paper so
2. Pledges TaD ssiiascssessazpu ti DA EEREAAR ZEN RRRAYSRXRRURRERRXNZERI RKA IN NUAXRRKA TIS METER MEA 4 8 Eciam 4 8 Adding a Contatti sinsin onnaa AARNE 4 9 Deleting a ContaGE irrien aia a 4 11 Sending Letters snd Email Sirera a cb EAUX V ren Gea ioa Ra 4 11 Form Letter ODLUODSucixaaasx bae cxa b Cx RELAX RE ERROR A C EXERR RARE CEA RAO d E ERE a 4 12 Regular Lette ODUDEBE uie iona n o oe REF a ct kb p EU EE aa CR RA LEAN DEI Cad Ir Uk 4 12 Chapter 5 DonatiOns aasassssassusskauxanuxEaaSuua E RRRaRRERSRAENRESRERRSREARAZRSARENSSSREAREKERREASERR 5 1 DVEOFVIBW c iiscexecbaacxtiat bla idasa bid da ER ELATUM dA CUI ERR aaia hai ainaani 5 1 MarKInGUR CONIS 22cs2nssydesnsupecasdasiesteatatbinascnasusoiealteaiesttecsieageateateoease 5 4 Donations Tassinari eR ARREEI S ERAGRADAIRAFDRMARRARISQRNENAXA RR IPAIKRKERIA NA RRMER EN RARSEERNA 5 5 Entering NEW TOUS ecce ch ae ER ERE AIR EEEREN SERR TEES 5 6 Modifying Donatio x scsucoexia pes ku AE OE EMEN R PR M IERMES 5 7 UE TP ESIONMES IEEE TE EL DUELO TORTE 5 7 Sending Letters and Errialls uscuo susci i nih REY E RRANRERVA NIRE RERerERIA IA AT A eA RF TTE 5 8 Form Letter ODLODS i caaasxikasex saa chan OX Rae ERE RA UR ar eX ha OX E CERE DR d RE ad 5 9 Regular Letter ODITIDIS iei Geb EE RR E HEX RR RON UAR ia bbe 5 9 Chapter 6 Pledg es iaoisu casia se uuasakEaa nER AR RRRRRRRSRRXEsRSRERRSRRESARXARARRESREXESERSRAKKAR KEKE 6 1 uad DUET 6 1 Ihe Liston Pledge DAVES
3. M M M MM a M M a e 11 8 PeoplePower User s Manual Word Processor The Styles Toolbar contains buttons for setting the Style Sheet Font Font Size and the common Font Styles of Bold Italics and Underline The Borders Toolbar The Borders Toolbar contains buttons for adding paragraph borders The Format Toolbar The Format Toolbar contains buttons for setting the paragraph alignment and line spacing The Ruler The Ruler is where you set the margins and tab stops Left margin marker First line indent marker Right margin marker Tab selector Tab stop Preferences General document preferences are set by choosing Preferences from the word processor s File menu The Preferences dialog has two tabs Document o Unit Sets the unit of measure for the ruler inches or centimeters Headers and Footers If you check Different on First Page the headers and footers you create on the first page will not carry over to the rest of the document If you check Different on Left and Right Pages you can create headers and footers that are different for odd and even pages First Page You can select whether the first page of your document will be a left page or a right page PeoplePower User s Manual 11 9 Word Processor First Page Number The page number that will be used for the first page of the document Binding Binding margins are extra space to allo
4. Family Family Name Family Formatted Phones makeAddress DirFam Members 171 Line 3 Col 2 NUM APS 2 rcm T Give your directory template a title and select the desired format from the pop up menu You should name your templates so that you know whether they are for People or Families and what format they are e g People Booklet v Booklet 4 1 4 x 7 Book 5 1 2 x 8 1 2 Large 8 1 2 x 11 Pictorial Book 5 1 2 x 8 1 2 Pictorial Large 8 1 2 x 11 After selecting the desired format the word processor will show the page 8 12 PeoplePower User s Manual Reports size that corresponds to the format When the directory is printed everything in the template document will be repeated for each People or Family record in the directory PeoplePower will calculate page breaks so that an individual listing will not cross pages Insert dynamic references to show the desired information Set up your paragraphs margins and fonts as desired You can also include headers and footers in your templates that will show on each printed page The only difference between templates for Family directories and templates for People directories is which data fields you include For more information about using the word processor and inserting dynamic references see chapter 11 Word Processor Special Directory Functions In addition to inserting data fields into your directory there are several
5. State Illinois Zip 12345 Country Email 3 No longer used PeoplePower User s Manual 4 1 Giving Units 4 2 Membership Ld Activities p member Groups b inactive Events Dd member na Custom Searches gt Non members attender visitor friend Unknown Along the left side of the Giving Units Module is the list of all the giving unit names that have been entered Above the list are two pop up buttons e View This pop up menu contains a list of saved search criteria Selecting an item instantly performs the search without having to open the Search Screens See Chapter 7 on Finding Records When generating searches or reports the contents of the list of names or Giving Units is referred to as the current selection The View pop up menu that is on all main module screens also automatically includes searches for all categories of current membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once In the sample above Members is the parent and member inactive member non attending are the subitems Find Type in the name of the giving unit last name first As you type the giving unit name will appear in the field and also will be scrolled to that name highlighted in the list This speeds up the process when the list of giving units becomes large With the desired name selected in the list click the Return k
6. sssssee 3 8 Ending Involvement of Several People from an Activity at Once 3 8 Deleting Person from aN ACIIVIEVo iiraciakaa ckxke CEXR ra E EXER TAE RA dE OC FR RC 3 9 Bitendamnce Graphi iei Ends RENE rile RE EUR RI did 3 9 Meetings S Attendance Tab iesus enis osa aod CLE EE DORADO Alc ot dO 3 11 Recording Atendante ia oec eps oeekR E ber ku x Eda erxR UE ed iii eb RUE 3 11 Entering MestirgMIYHEBS usi entren e xEE E NHAU SRAR EN UEUTARESDU ranma aes 3 14 Ml scis RR E PUTES 3 15 Analyzing Attendance for an ACLIVILy cisco thia Rea S xER S xA 3 15 Chapter 4 Giving Units seseeseeeeeeeeeeeaeuneunuuuuauuu uu uuu uua uu uuu uu uou u uuu uan 4 1 OVE Clea M EE 4 1 The List of Giving UNES esanian andere ERUASREEEFERIMSRNRIRSSRNMAXRRXRSERMA REA KEA 4 3 Marking ROCOPGS aasasde xasudukt dz kx aaRRa E CE XA dA DO Rd OUR ACUQ do LADO LEA a EA AE LARA 4 5 Entering Giving Uie ere Co ossa aoi x eec EC HE d e RE R E A 4 5 Givihig Unit IDEO TaBe roiie anaid taco Educa CR eC E BA idi e Edd d RH E d 4 5 Entering New Giving Units ence e ck mente cix aa xke LER pex dn ka Rn 4 6 ModiMing Giving Uis dus caxxpraatx kh 1p pra RH E rar b ER IRE LE RR Lar aki 4 6 Deleting Giving WMS oes coxexs beds oO UE E BERE EE ki EU TOR Edd E IA ERG RANGR 4 6 Donations DD oisrcevErEe UR SERRE DEAN S TERI EUEEXSUERUU UR PETER eesti EPIS Le pj 4 7
7. Type Phone z Contacted By Designer A Locked Date 08 22 2003 v Time 12 34 PM Follow Up 08 27 2003 Subject men s lunch meeting ile Edit View Insert Style Colors Paragraph Format Tools E ae Rg Bis G oal uom Normal Me F BZ LE gt Page 1 1 1 Line 1 Col 1 Use m Send Print E pone Choose the type of contact phone visit letter etc from the Choice list and enter the date and time of the contact You can also enter the date of Follow up for the next time you want to contact the individual Assign the contact to a category by clicking in one of the radio buttons Private Public or Privileged To Lock the Contact from changes click the Locked check box A Locked Contact can be still be viewed by anyone with sufficient privileges but they will not be able to change it unless they have the Unlock Contacts and Notes privileged assigned to them in Password Maintenance see chapter 9 for more information Enter the details of the contact in the word processor area In addition to static text you can include dynamic references to your data You can choose a Template as a starting point for your letter or choose a Form Letter to send out as is For information on how to use the Word Processor insert dynamic references and how to use Templates and Form Letters see Chapter 11 As you are composing your letter you can click the Save button to save your changes When f
8. ee Pagel 1 1 Line 1 Col 1 NUM APS 2 Use B f Send Print f Done ta Save Form Letters br Templates New Template Edit Templates New Template VBS Follow up You can also choose Letters from the main View menu at the top of the screen 11 20 PeoplePower User s Manual Word Processor Form Letter Options What would you like to do V Send a Letter Create a People Template x Edit a People Template n People Create a People Form Letter Activities Edit a People Form Letter Donations Create a Giving Unit Template Pledges Edit a Giving Unit Template Giving Units Create a Giving Unit Form Letter REL Edit a Giving Unit Form Letter Here you can choose to create or edit templates and form letters for both the People and Giving Units modules After choosing to create a new template the template window appears where you give the template a Title and the starting point of a letter Below is a typical general purpose letter template that you might create It includes several dynamic references that will replaced with your data when the letter is printed Contact Date People Salutation and People Mailing Label the complete address For information of inserting dynamic references see Using Dynamic References earlier in this chapter Using Templates To use a Template as the starting point of a letter choose the desired Template from the Use menu at the bottom left corner o
9. o Entry for Contact Doe John M Il Viewability Private Type Letter v Contacted By Designer Locked Date Wed Aug 27 2003 v Time 9 37 PM Follow Up 00 00 00 E Contact Contact Date Abbreviated i People Mailing Label Dear People Salutation Thank you for visiting with us this past week We hope you received a blessing If there s anything we can do for you please me know Sincerely Jonathon Edwards Pastor Page 1 1 1 Line 17 Col 7 NUM APS Use Lr mw f cand IPrint f Done save marean New Form Letter 7 Templates gt Edit Form Letters Standard Family Letter Note that the word processor s menu bar and tool bars are hidden because you cannot make changes to form letters You can now print or email the form letter by clicking the Send Print button The resultant letter will replace the references with the underlying data Editing Form Letters Once a Form Letter has been used in a contact or a note it can not be modified or deleted However you can duplicate it and make changes to the duplicate and then use it for future mailings To edit delete or duplicate a form letter when allowed chose Edit Form Letters from the Use menu or choose Letters from the main View menu at the top of the screen 11 28 PeoplePower User s Manual Word Processor People Activities Form Letters b New Form Letter Donations Templates Edit Form Letters Pledges Giving Unit
10. ER by DataDomain Version 3 User s Manual 2003 DataDomain 1009 Elgin Avenue Forest Park Illinois 60130 www datadomainsoftware com Permission is granted to print copies of this manual for personal use It may not be sold under any circumstances except by DataDomain Table of Contents Chapter 1 Getting Started cccccscesceee sense eeeeeeeeeeseeeeeeeeeeeeeeeeeeeaeeeseeeeeeageaseeneanas 1 1 MOVE MAIC TION 2525 loei te Dipx uERPE XA PUUEIUNEE VERA E DAEDUPPREPID OA SER I URIY gerne URES ENS 1 1 About this Manuale osxxae en xpERPERHRDIXMPDNERYRUUEXEKV NEERXNAMERUNUFRERERFENUFAR EKEUNMRDM ERES 1 1 etalat Oi eee ecx s he vex ESI EE E Ung v Y UHR AR A EN EM RDURKT eases 1 3 oras 10 0400515151777 0 055 05 0115 050 005 00m ies 1 4 REJTAN O ekki QOO DL 00 0225 01050 SITUE 1 5 Getting ult IL 1 DO LEUTE 1 6 New Features IN VersIQr d xaieceseieconda xk kxax ex COE a 3X 8d CER EA HXXRA AVETE A EXTRA EXAM LOXP Kad n 1 6 General FeBLUC QBS iri riae REESE EUH ELE Ri b tdi iia EO NDA bI Sheena 1 6 People Module iiia Risa aureo acci roer Ln elektr uda dis ailui la pd iaivbs 1 8 AGO VIDES IMMOQSLIIE cipio ipe PRRXeLpRPA d Pa sp cRRRePrETUO RR MAR SIR RAP RR i PRia edd 1 8 Giving Units Modul amp eusaoon teas sure aE e IR eR ANRUF NE ERER RR YEITARENREAXR A AXE ATE 1 8 Donations Module rci ccpit Rt CO Ye eR et Perte a cei n
11. Table Wizard Spelling Language Document Information Document Statistics Compute References Now SEK Freeze Selection Computing References To recompute the references so that the current underlying values are shown choose Compute References Now from the Tools menu Tools Table Wizard Spelling Language Document Information Document Statistics Freeze Selection Pictures There are two ways to insert pictures into a document The first is to reference a picture in the database e g the People picture or Family picture These can be inserted into the flow of text like any other dynamic reference For more information on inserting dynamic references see Using Dynamic References earlier in this chapter The second way to insert pictures is to copy them into the clipboard from any application and paste them into your document using the standard Copy and Paste commands in the Edit menu Pictures of type PICT Bitmap BMP and EMF Windows only are supported PeoplePower User s Manual 11 17 Word Processor When you paste a picture from the clipboard you have the choice of placing it within the flow of text or in the page itself Upon pasting the following dialo g appears Paste Picture Mode a gt O lt A e Place Picture e Past e Past Paste Picture in Text flow Paste Picture in Page in current page in all pages in right p
12. v Y Y4VYYA4VYVYYVVYvYvvvaAvvvvv 200 A 1000 1994 1995 1996 1997 1998 1999 Oct Nov Dec Jan Feb Mar Apr X May Yun Rul 2000 2001 Jan Aug 2002 2003 jul v PeoplePower User s Manual Donations To mark or unmark a record command click Macintosh or control click Windows the desired dates months or years You can mark all records or unmark all records by choosing Mark All or Unmark All from the Selection Menu To view only the marked records select View Marked To view only the unmarked records choose View Unmarked from the Selection menu Sometimes it may be simpler to mark all records and then unmark the records you don t want Donations Tab The Donations tab is used for adding and modifying donations The top half of the screen lists the donations for the selected day month or year The bottom half shows the details of the donation highlighted in the list e Date the date the donation was given e Amount the total amount of the donation across all funds e Giving Unit The name of the Giving Unit making the donation e Description description of the donation given It can be whatever you wish to call it regular offering special etc A default can be set up in the Preferences window that will automatically put the description in the description field for each new donation e Void click to void an incorrect donation A voided donation is normally suppressed when printing Giving Statements or Da
13. Edith Password aanhaaaa Confirm AARARA 1 Unlock Contacts amp Notes var Cancel OK 3 Editing Users To edit an existing user double click on the user s name Make the appropriate changes and click OK Note you can change the user s name without losing track of their contacts or notes The new name will appear with any old contacts and notes that they have created or modified Assigning Users to Groups 9 2 PeoplePower uses password groups to determine access to privileged contacts and notes When a contact or note is set to be privileged it is also assigned to a password group Any user in this group can view the contact or note In addition you can create a hierarchy or tree structure of password groups In this case any user in a group higher up in the hierarchy can also view the privileged contact or note If you do not assign a user to a group the user will not be able to make privileged contacts or notes To assign a user to a group drag the user s name onto the desired group To create a new group click on the button above the list of groups PeoplePower User s Manual Password Maintenance Passwords Drag and drop groups to create subordinates amp Administrator amp Designer amp Administrator v amp amp General amp Administrator amp Designer v Private amp Administrator amp Designer Drag and drop users onto groups to assign Users v1Priv
14. From the Print Preview window you can choose to print all of the front sides first put the paper back in the printer and print all of the back sides By selecting Print Preview before printing you can see the directory exactly as it will print You can also edit it and add any other information you like To construct the booklet after printing first make sure that it is printed on both sides of the paper Then simply fold the top and bottom halves into the book PeoplePower User s Manual 8 5 Reports 2 fold here 6 Standard List this prints a list with the information in separate columns This is the only directory format that is not customizable Forest Park Baptist Church A Jul 5 2001 133 Harlem Avenue Di recto ry 3 54 PM Forest Park Illinois 60130 Page 1 708 366 5091 Name Address Phone Ext Type Doe John M II May 30 111 Main Street 555 123 4566 home Anytown Illinois 12345 King Anikka Mar 4 556 N Market Street 708 555 1177 home Oak Park Illinois 60302 312 555 4466 pager 708 555 9988 business King Joseph Jun 30 556 N Market Street 708 555 1177 home Oak Park Illinois 60302 Whang Aldean Feb 7 999 S Bell Lane 708 555 2256 home Marywood Illinois 60153 Whang Daniel T Apr 8 999 S Bell Lane 708 555 2256 home Marywood Illinois 60153 Wright Richard J Nov 17 11 Elmwood Avenue 708 555 6661 home Forest Park Illinois 60130 708 555 6425 work 847 555 4976 pager Wright
15. Hon Rev Mr Mrs Miss Ms etc e Salutation the person s name as he or she would be addressed in a letter e Gender Male Female Unknown e Maiden the women s maiden name enterable if the gender is female e Born birth date e Birth Year will be filled in automatically when you type in the born date However if all that is known is the year enter the year in that field e Living uncheck this box if the person is deceased e Died the date of death enterable if living is unchecked e Family Relation how the individual is related in his or her family e g head of household husband wife sibling unknown etc e Marital Status married single divorced separated remarried widow widower etc If the Marital Status is married or widow er the Anniversary date and Spouse fields will become active and should be completed if known e E Mail the person s email address e Picture to add a picture of the person click add picture button You can then choose a picture file you have previously saved on a disk You can also select the picture field and paste a picture from the clipboard by choose Paste from the Edit menu PeoplePower User s Manual People e Personal Phones allows you to track any number of personal phone numbers e g work pager cell phone emergency number etc To add a personal phone number click on the gt button A window will appear that allows you to enter the
16. PeoplePower PeoplePower User s Manual Word Processor e 4D Expression Displays the Insert 4D Expression dialog box that allows you to select a field from your data or to define a 4D expression For more information see Using Dynamic References on page Style The Style menu allows you to set the character style bold italic superscript etc of the selected text Or if no text is selected the character style will apply to the characters that you type after it Colors The Colors menu allows you to apply colors to Characters Character backgrounds the Stroke of the Strikethrough effect the Line that underlines a piece of text the Shadow for the Shadowed effect Paragraph backgrounds and Text borders Paragraph The Paragraph menu allows you to define the alignment and line spacing of the selected paragraphs You can also copy these settings Copy Ruler from one paragraph and paste them Paste Ruler into another paragraph Format The Format menu displays dialogs for controlling all of the formatting of Characters Paragraphs Tabs Borders Style Sheets and Columns Tools e Table Wizard Displays a dialog for setting up tables Tables are simply formatted paragraphs but using the Table Wizard makes setting them up quick and easy The Table Wizard consists of three tabs gt Template this tab is where you set up the overall format of the table number of columns and rows and text formatting gt Col
17. PeoplePower User s Manual 8 47 Reports Statement Options r Report Period To 09 26 1999 z Options Vv Hide Voided Donations 3 Show 5 Year Graph r Source All Giving Units in report range B comments This is your receipt for donations from 4 StartDate gt through EndDate Unless indicated by a no goods or services were received in exchange for these donations M 3 Print Preview Cancel Print Enter the dates for the Report Period Hide Voided Donations suppresses the printing of voided donations Show 5 Year Graph This option allows you to add a graph to your report that will show the Giving Unit s yearly giving over the last five years 8 48 PeoplePower User s Manual Reports o Statement Options Report Period From 10 04 1998 To 09 26 1999 z Options v Hide Voided Donations F3 Show 5 Year Graph Source v All Giving Units in report range Current Selection 291 Marked Records Unmarked Records 291 The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Giving Units Module e Marked Records prints the marked records in the list of Giving Units in the Giving Units Module See Chapter 4 on marking records e Unmarked Records prints the unmarked records in the list of Giving Units in the Giving Units Module
18. See Chapter 4 on marking records If you bring up the Report screen from anywhere except the Giving Units Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the Giving Units Module and make your selection before bringing up the Report Screen Comments This area normally blank for for any other report is automatically filled in with a statement that is required by U S tax law which explains that no goods or services were given in exchange for the donations unless so indicated Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected PeoplePower User s Manual 8 49 Reports Forest Park Baptist Church Jul 9 2001 133 Harlem Avenue Statement of Donations DEM Forest Park Illinois 60130 Jan 1 1999 Dec 31 1999 708 366 5091 This is your receipt for donations from Jan 1 1999 through Dec 31 1999 Unless Smith John and Jane indicated by a no goods or services were 54 N 135 Parkway received in exchange for these donations Chicago Illinois 60606 Please
19. Stephanie C Sep 17 11 Elmwood Avenue 708 555 6661 home Forest Park Illinois 60130 NOTE This directory was printed to show options with birthday and personal phones 8 6 PeoplePower User s Manual Reports General Directory Options When printing directories first choose the source of records to print from the Source popup menu e Current Selection this refers the list of names in the People Module e Marked Records prints the marked records in the list of names in the People Module See Chapter 2 on marking records e Unmarked Records prints the unmarked records in the list of names in the People Module See Chapter 2 on marking records Source v Current Selection 196 he Marked Records 2 Unmarked Records 196 Choose Comments 3 Print Preview Ges TRO If you bring up the Report screen from anywhere except the People Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the directory open the People Module and make your selection before bringing up the Report Screen PeoplePower User s Manual 8 7 Reports Source Find h Asterisk none B Choose Comments Print Preview For People Directories you can choose
20. send as Bcc Send a copy to 7 Cancel Send Print e Send via Email when possible this will send the letter by email if the the Giving Unit s email address has been entered If the email address is not available the letter will automatically be sent to your printer instead You must set up PeoplePower for sending emails before using this option See Preferences in Chapter 12 for more information e Send as individual emails this will send a separate email to each Giving Unit e Hide combined recipient list send as BCC this will put all of the email addresses together into the BCC section of the email The recipients will not be able to see each other s email address Your email provider may limit the number of recipients that a single email can be sent to e Send a copy to this email address will be placed in the CC section of the email By default this is the same address you set up in Preferences This is useful so that you can send a copy of the emails to yourself so that you can see them in your regular email program Regular Letter Options If you are printing or emailing a regular letter not a form letter the following window will appear PeoplePower User s Manual 5 9 Donations Send Letter Options Vv Save a copy with each Giving Unit s record v Update Conatct Date amp Time am Freeze database references v Send via Email when possible Send as individual email
21. sided directories from printers that only support one sided printing e Giving Statements now automatically create Giving Unit contacts e The Daily Donations report now has an option to print the Summary of Funds according to the hierarchy that you have established Subtotals are automatically calculated for parent funds e The Activity Participation report now includes the participant s number and more room for the phone number to allow for international phone formats As a result the report now prints in landscape orientation instead of portrait 1 9 PeoplePower User s Manual Getting Started 1 10 PeoplePower User s Manual People Chapter 2 People Overview The People module contains all of the information about the people of your organization Using tabs the information is organized into the following groups Info personal address membership Organization activities groups events Donations Pledges Contacts and Notes By clicking on the appropriate tab you can instantly view that information as it relates to the person s record you are currently viewing 0090 People 1039 of 1039 a New w j fi Delete j Q Search E Report as Send Letter Help view Show All Ei fmfe Organization Donations Pledges Contacts Notes TL amie ci M find Doe John M Il Command click to mark Discher Jane Discher Richard Dobos Kalman Doe James Doe Jane Eliz
22. special functions for directory templates that you can use For information on how to insert these special functions see Using Dynamic References in chapter 11 e AddressLine returns one line of an address Usage AddressLine x where x is the line to extract e DirAddress returns a complete mailing address by combining the Address City State Zip and Country into the standard U S format e DirFamMembers returns a list of living family members This should only be used for Family Directories or Family letters e DirPersonalPhones returns a list of Personal Phone numbers excluding unlisted phones This should only be used for People Directories or People letters e FullFirstName returns the first name and suffix e FullName returns a persons complete name first name middle name last name and suffix PeoplePower User s Manual 8 13 Reports Labels Envelopes This report allows you to print mailing labels or envelopes for individuals or families Click on the People tab and select Labels Envelopes Reports f People Activities Donations I Pledges ij Giving Units Prints mailing labels or envelopes for individuals or families Directory Labels Envelc Audit O R Contacts Mail Merge Birthday Mail Merge Cancel User Reports setect gt There are three different label formats and three different envelope formats that come pre defined with PeoplePower You can
23. 14 PeoplePower User s Manual Activities Analysis Tab This tab allows you to graphically analyze attendance in a variety of ways For instance you can look at the average attendance at the worship service for members by month over the last three years The graph analysis instantly appears as you make your selections and you can easily print the graphs directly from this tab There are three analysis types e Attendance total attendance for each day e Average Attendance by Month the total attendance for each month divided by the number of meetings in the month e Average Attendance by Year the total attendance for each year divided by the number of meetings in the year The Membership Status is a pop up menu which allows you to select and view the attendance of particular membership types You can analyze the attendance for all or for visitors only for members only or for inactive members etc The Options button sets up options for configuring the graph For instance by entering begin and end dates you can analyze attendance for a specific period of time The Print Graph button allows you to instantly print the current analysis graph Analyzing Attendance for An Activity Let s say that we would like to know the monthly average attendance by members at the worship service from December 1993 through May 2001 Select Worship Service from the List of Activities Choose Average Attendance by Month from the Analysis Typ
24. 26 2003 133 Harlem Avenue Daily Donation Report 9 14 PM Forest Park Illinois 60130 Oct 6 1996 Oct 6 1996 Page 1 708 366 5091 Sun Oct 6 1996 Summary of Fund Distributions Tax Deductible Budgeted 3 452 69 general 2 680 44 missions 641 00 building 63 00 Communion 68 25 fellowship 68 25 ministry expansion fund 75 00 Totals 3 527 69 0 00 Amount Description Distributions indicates taxable Aaron Don and Louise 160 00 regular offering Anderson Jerry 97 44 regular offering Barker Harry 50 00 regular offering Battlin Mary 100 00 regular offering 1 1 Total 3 527 69 This sample Daily Report shows all the donations that were entered on October 6 1996 The report includes a summary of fund distributions showing fund hierarchy as well as individual donations by Giving Units In the case of voided donations not shown in the sample the voided donation would print in italics and would not be part of the total 8 46 PeoplePower User s Manual Reports Reports on Giving Units Select Reports from the Special menu or click on the the printer icon at the bottom of the Giving Units Module Statements This report will generate a giving statement for a selected period Reports f People Activities Donations Pledges Giving statements for the selected period Statements h Labels Envelopes Click on the Giving Units tab and select Statements
25. 5 pated E Family E iby4 Fam ildjState FamilyE ip gt 23 Current Membership I Family ounty 2 Death Date Ea Email Static text entry area Text Text attributes Background Border Format v Obj ect look E Line Width EH Foreground Fill Font Helvetica Form to use Font Size s Points 4 L1 Under line Justification Default emia This first tab label contains settings for designing and formatting labels It contains the following elements e List of fields this area displays the names of the fields that you can use in your label e Label preview area you use this area to design your label e Toolbar the Label Wizard toolbar contains tools for drawing selecting aligning distributing layering and duplicating objects e Object Look area these controls let you specify foreground and background colors fill patterns and borders for individual objects on the label e Default Look button this button applies the default set of Object Look attributes to the selected object e Static Text entry area this area allows you to add static text objects to the label e Text attributes areas these controls allow you to specify the font font size display format and style of the text e Form to Use drop down list this feature is not used 8 54 PeoplePower User s Manual Reports Creating a Label Design You create a label by dragging field names to the Label Preview area adding stat
26. 708 386 5628 25 Wright Richard J 10 Wright Stephanie C 708 555 6883 708 555 6883 Visitors Total Donations PeoplePower User s Manual 8 41 Reports This sample attendance sheet shows meeting times on Wednesdays beginning on August 27 2003 with five extra lines for guests All attendance sheets will have a line for entering number of visitors total attendance and total donations Attendance Frequency The Attendance Frequency Report generates a list of participants in an activity and shows the percentage of meetings they attended To do this report you must start from the Participants tab of the Activities module Reports People Donations Pledges Giving Units List of participants and the percentage of meetings they attended Activity List Activity Participation Attendance Sheets B uo 3 Su mec US Attendance Frequency Click on the Activities tab and select Attendance Frequency 8 42 PeoplePower User s Manual Reports 8 9 Attendance Frequency Options Options Activity Choir Start date Wed Sep 2 1998 zl End date Sun May 30 1999 z Source You must run this report from the Participation tab of the Activities Module Marked Records 4 comments a Print Preview 29799 um Cancel Print Enter the Start and End dates for the time period you wish to report on
27. Assistant Baptismal Robe Committee Van Committee Transportation Committee Flower Committee Standing Committees Finance Committee Ushers Pastor Church Secretary Prayer Team Choir Choir Director Organist This Activity List report had Hierarchical and Hide no longer used selected Activity Participation The Activity Participation report generates the list of participants for each activity dates they began or ended positions they hold the average hours per week they participate in the activity and notes PeoplePower User s Manual 8 35 Reports Participation Report Opti r Options 3 Hide activities no longer used lstsort Name 2nd sort Name Participants Current 100 00 00 to 100 00 00 r Source Current Selection 78 comments 3 Print Preview Cancel print gt Select Activity Participation from the Activities Tab Participation Report Opti Options X Hide activities no longer used 1st sort Name 2nd sort Name Participants Current 00 00 00 to 00 00 00 If you don t want to include activities no longer used check the box Hide activities no longer used There are two sorts available For example you might want to first sort by position held and then by name of the participant 8 36 PeoplePower User s Manual Reports 8 9 Participation Report Opti Options W Hide
28. Bilgman Frances 4t 01 01 1994 PeoplePower User s Manual 01 01 1995 01 01 1996 interval Months 3 Alfsen Florence Allard James amp Geneva 0 O Current Fy All total 25 100 00 fund All Funds B Almanza Jose HE Almanza Roberto amp Guadalupe Anderson George amp Katherine eiie ein deii ei 03 01 1994 320 00 Anis Sharon 04 01 1994 270 00 05 01 1994 680 00 Babcock Bob and Joan 06 01 1994 320 00 Baley Dustin 07 01 1994 400 00 7 1 200 1 000 s00 600 400 0 01 01 1997 01 01 1299 01 01 1998 4 7 Giving Units Pledges Tab This tab shows a complete history of pledges made by the Giving Unit You can view pledges that are current the end date is in the future or all pledges See Chapter 6 for more information on Pledges 8080 Giving Units 292 of 292 te New HT Save AX Cancel in Delete Q Search E Report as Send Letter gt Help view Show all B f Info Donations Pledges Contacts find Doe John M Il Doe John M Il Command click to mark Cochran Bertha Cokenis Merle Collins Janice Combs Peggy Coppolino Michael amp Taryn Cox Deborah 0 Cox Ruth DaCosta Lucile Darling Lola Davis Diane Davis Laura DeMilio Jeffrey and Tanya DeMilio Jinny L Current FY All Fund Amount Remaining 4s general 1 000 00 missions 500 00 DeMilio Robert and Jinny DeMilio Robert L DeMilio Rocc
29. Drive A red box appears around the screen to indicate that you are in the edit mode Fill in the name dates and description When finished click the Save button Editing a Pledge Drive To edit an existing Pledge Drive select it in the List of Pledges and click the Edit button or just double click it When finished click the Save button to accept your changes or the Cancel button to undo your changes Deleting a Pledge Drive You cannot delete a Pledge Drive that has Pledges made against it If there are no Pledges select the Pledge in the List of Pledges and click the Delete button You will asked to confirm that you wish to delete it 6 4 PeoplePower User s Manual Pledges Pledges Tab The Pledges tab is where you add modify and delete the individual Pledges made against the Pledge Drive 0090 Pledges 4 of 4 E New Save X Cancel l fi Delete j Q search amp Report Help view Show All B Pledge Drive f Pledges Command click to mark 147 Harlem Purchase 01 01 1996 12 31 1996 M E i soo Rega Pledge Fund Amount Remaining A Barett Horace and Dee ministry expansi 5 000 00 0 00 Dilbert Gerte ministry expansi 200 00 0 00 Johnson Rose ministry expansi 60 00 10 00 Hodges Gene and Wilma ministry expansi 100 00 0 00 Calahan Ruth ministry expansi 500 00 0 00 Hinz Elmer ministry expansi 500 00 0 00 Eckles Erica ministry expansi 500 00 0 00 Entering Pledge
30. Ended 92 00 Wright Richard J Participant member 00 00 00 00 00 00 88 00 Wright Stephanie C Participant member 00 00 00 00 00 00 68 00 Lyman David Participant attender 00 00 00 00 00 00 46 00 Lyman Jennie Participant attender 00 00 00 00 00 00 8 44 PeoplePower User s Manual Reports Reports on Donations Select Reports from the Special menu or click on the the printer icon at the bottom of the Donations Module Daily Report The Daily Report shows a recap of donations given on a particular day Reports People Activities Pledges Giving Units Daily recap of donations Click on the Donations tab and select Daily Report Q Daily Report Options To 08 09 1998 z E Hide Voided Donations Vv Show Fund Hierarchy comments 3 Print Preview Cancel P f Print X Enter the range of dates to report on Each date will print on its own page If you do not wish to show voided donations check the Hide Voided Donations box PeoplePower User s Manual 8 45 Reports Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Test Organization s Aug
31. Help key When you access Help this manual is displayed in your default web brower Clicking on the buttons will take you directly to the appropriate chapter Free technical support is available by email at support datadomainsoftware com In addition answers to frequently asked questions FAQ s can be found on DataDomain s web site at www datadomainsoftware com New Features in Version 3 General Features Runs native on Macintosh OS X PeoplePower requires Windows 98 or later Mac OS 9 2 1 or later or Mac OS 10 2 x or later Redesigned with larger fonts for today s bigger monitors requires a minimum resolution of 800 x 600 Integrated full featured built in word processor for contacts notes meeting notes and directories Custom form letters and templates can also be created Can open and save in Microsoft Word RTF HTML or text formats Mail merges and email merges can be performed using the integrated word processor Emails can be sent directly from PeoplePower Copies of correspondance can be saved with People and Giving Unit records Sending emails requires access to an SMTP mail server Because of this it will not work with AOL accounts since they do not allow mail to be sent via SMTP PeoplePower User s Manual Getting Started e Custom phone formats are now supported so that you can enter international phone numbers e The View popup menu that is on all main module screens now au
32. KKRew Eaei 8 47 Labels Envel pDGE niorir ox pEOSNENSDUXEERYERMRUEXMEANEENMANEEU REEEQENEEMFKU UHDINKEKER 8 50 Custom Labels io cetera ncaa S PEE ree UEM E a M VEM UI EUM pEE 8 53 Creating a Label Desiqiiiisssesssoreisu xis A RpeS SR pPet e NURIP AREA RR RR A CAR SDNRPEERET TR 8 55 Specie the Label Layout esirin ts esr e e de bRsate e Rie pierec espe Dia 8 56 Saving and Loading Label Destgis siesussusen stesura FER ERRRAR RSEN XRRXREXUAXAYRMANS 8 59 Chapter 9 The Password SyStemM s 2 55 9 1 DVEFVIBMW cix ste ceca xxrac ERE nu R ERE TERMETURAREREALU E AA Y DEL EAQOOAA TRE RET COEM CXRTAT EXA Kad 9 1 hse i I lI D TITUTUITT 9 1 Editing DIESIS dicor E Leia oH Jara C dida Tia F dida dini dai sede Maru ra LIE DEd 9 2 Assigning Users to GrOUpDS eceran eiiie Fax E YR kE es REX ERN a iia 9 2 Creating a Group Merdare a uoc ka aa kie ra a dL ERE RO E e RU RR aair 9 3 Upgrading trom PeOpIePowet Version Jassie d GEORG GEERE FREE RE bL ER RA RR 9 5 Chapter 10 Choice Lists eseeee sees n uana umana uua uuu uu unn 10 1 OVE EW cius etate du o hU pU eSuN dI Md D UN IM D QI M RN 10 1 Poeno a Choice BIB usu eiie pii testes eiseep qe Pius RE R e A aer RTas 10 1 Chapter 11 Word Processor ee eseseenen neus anuuneunu uuu uana uuu a 11 1 BIi Rdcl T 11 1 Layout con Word PROCESSOR JG ui eec ov terrre t pP EETA al rad E Ee a DR
33. KSIECTiP EATER 2 19 Pledges Tab iecexsuesnRM er E HepUSRFONEKRXU RFEP NNDNMERASIENIERREERARINNORBENKERTAIMARANR 2 21 CONTACTS IE Is EET 2 22 Adding a New Contact ince e OR pP RS REX ES RT NDHENSAKERTEKRRLUNK Gti E 2 23 Deleting a CUI EIE iecore a ex us pia e XR PPP hen tacagess sate sotstandadesias 2 24 Notes DgD oseexsxxocnekA nex NebUFNEEPINRNEENEEERUERRDHNNNN EYMNNMERENKMAUIEME DENEN ER QE 2 24 Adding a ew Mo cores side esse t paren exo ENT VER AS DEAD Y Ra E 2 25 Deleting E LISISS IO TID S ie da ek ieee lets ni 2 26 Moding People RECOFGIIS iii odierisra acero E Ed E EREXA Ra ekle Qul Fed oc bcd Lad c baci Fai 2 26 Changing sn Sd es5 uoridere rex oned dd vl e E ER E bad ri bea EE rb caa d Rea oU 2 26 Changing Marital Status saesauatas dad xk dex kai OX E YO ARR ACE DAL a RR ari E 1i 2 27 Changing Membership SEES uus ccsasscsacedenidandeusd eR Tb T 4 eRIPO dva sohetsseene 2 27 Changing Membership Status for a Group of People 2 27 Selection MP eas ex rose ere s tH ra mex Ea Eel E HERI ritu C R 2 28 Seal Cl uiis ERU RARSUKE RAUM MANPEUERDEUIRUNS RURDISAERIAR MAMANS AR HR DNE A RR UE 2 28 Seri 2 28 Mark ell 2 28 MBER Al iaexa dax cie tati ERG a UGHER KA LEX LEE AG EA DH E ONERE LEX a a d 2 28 VIEW Mabel ie cir bp E icine ER ERR REB eU E DM PIER M RR UE EE 2 29 view Utitmgti b addi dax CORE kd a
34. Label Preview area A between field names in a field object indicates that the fields are concatenated on a single line When the labels are printed a space will be inserted between the fields on the same line The following illustration shows the concatenation of the First Name and Last Name fields Pe reonnel FirstHamet Personne Las ta me As you add fields you can reposition them by dragging or using the alignment tools in the toolbar You can resize them by using PeoplePower User s Manual 8 55 Reports 8 56 the selection handles To add a text element to the label enter the text in the Static Text area and click the arrow nj The static text object is added to the Label Preview area The following illustration shows a static text element being added to the label Static Text gt o After you add the element to the label you can reposition it by dragging and aligning it with other objects Optional Using a drawing tool draw any graphic objects that you want to add to the label For example you could add different backgrounds to the TO and FROM sections of the label Optional Paste a graphic from the Clipboard into the Label Preview area After you add all required elements to the Label Preview area you can use any of the editing tools to modify the label design The following figure below shows a completed mailing label ra Personnel FirstHamet Personne Las tha me Fa
35. Pledge Drives that overlap The amounts received against Pledges are automatically updated each time a donation is made to a pledged fund within the time period of the Pledge Drive so the person entering the donation does not need to know if the Giving Unit has made a Pledge If a Pledge is modified during the pledge period the totals will be automatically recalculated 0090 Pledges 4 of 4 E New 4 incel fi Delete Q Search amp Report Help view Show All B f Pledge Drive Pledges Command click to mark 147 Harlem Purchase J 01 01 1996 12 31 1996 Ministry Expansion 2001 Pledges Name 147 Harlem Purchase Starts Sun Dec 24 1995 z Ends Tue Dec 31 1996 z Description Pledges received from 12 24 1995 12 31 1996 Total Pledged 6 860 00 Total Received 6 870 00 Total Remaining 10 00 PeoplePower User s Manual 6 1 Pledges The List of Pledge Drives Along the left side of the Pledge screen is the List of Pledge Drives Above the List of Pledges is the View pop up menu which contains a list of saved search criteria Selecting an item instantly performs the search without having to open the Search Screens See Chapter 7 on Finding Records When generating searches or reports the contents of the list is referred to as the current selection The View pop up menu that is on all main module screens also automatically includes searches for all categories of current
36. View Insert Style Colors Paragraph Format Tools Normal New vork 12 Ral B7 U E H e A 28456 B Set A0 A 42 1 43 1 44 1451 dE T 18a AD Wednesday August 27 2003 John M Doe II 111 Main Street Anytown Illinois 12345 Dear John Thanks for your help last week Sincerely Jonathon Edwards x Page 1 1 1 Line 10 Col 32 NUM CAPS f Send Print f pone Mio An Editing Templates To edit an existing template chose Edit Templates from the Use menu or choose Letters from the main View menu at the top of the screen PeoplePower User s Manual 11 23 Word Processor 11 24 View People Activities Form Letters gt Templates New Template i e e e e e m Edit Templates Donations Pledges Giving Units New Template VBS Follow up Visitor Letter Letters The Choose Template window appears where you can edit delete or duplicate a template Choose Choose the Template to edit Visitor Letter VBS Follow up New Template f Delete f Cancel f Duplicate eo M Form Letters Form letters are complete letters that can be used over and over again but cannot be changed once they have been used Form letters will typically contain dynamic references to your data so you can perform mail merges When Form Letters are saved with People or Giving Units record
37. a birthday letter a newsletter who should appear in the directory or possess a particular key etc Other examples for using this field that might be helpful would be to indicate those who have a special ability or talent plays piano speaks a foreign language or does sign language etc or their occupation No historical information is kept for groups nor can you enter attendance for groups It simply gives you the ability to categorize people If you need to record attendance or maintain historical information of people s involvement use activities instead PeoplePower User s Manual People o Entry for Group Name Doe John M Il Group News Letter El Notes Cancel Save To ADD a person to a group click on the button A window will appear where you will either type in or select the group name from the choice list If the individual should be in more than one group click on the button for each el To DELETE an entry click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the record Adding Several People to a Group at Once For adding several people to a group all at once choose Add to Group from the Selection Menu Source Marked Records B Group News Letter RI Notes 2 m au Cancel Save The window that appears allows you to select the source to indicate which people you want and the group na
38. activities no longer used lst sort v Name ES Position 3 2nd song Date started Participan Date ended Hours per week 00 00 t Number eo Participation Report Opti Options W Hide activities no longer used lst sort Name B 2nd sort Position Participants jv Current ag All a 00 00 00 Date range You can choose which participants you want to have in the report Current participants are those with an end date of 00 00 00 or in the future All will include everyone who has participated in the past as well as those who are currently participating in the activity You can also show only those who have participated between specified dates The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Activities Module e Marked Records prints the marked records in the list of activities in the Activities Module See Chapter 3 on marking records e Unmarked Records prints the unmarked records in the list of activities in the Activities Module See Chapter 3 on marking records If you bring up the Report screen from anywhere except the Activities Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your se
39. chosen from the choice list e A Giving Unit email address has been added e Giving Units now have Contacts The features for Giving Unit contacts are the same as for People Contacts see above for more information e Contacts are created automatically whenever Giving Statements are printed that show the date range for which the statements were printed and the date and time that they were printed Donations Module e Donations can now automatically trigger the sending of a form letter if the donation exceeds a preset amount The amount and letter to be sent is set in the Preferences window Reports e Directories are now fully customizable e You now have complete control over which fields to print fonts and styles and overall layout You can create any number of custom directory templates e There is a new 5 1 2 x 8 1 2 book format for regular and pictorial directories Like the 4 1 4 x 7 booklet this new format is pre collated for binding i e PeoplePower automatically determines how to layout the pages for binding Directories can be previewed in the integrated word processor and edits can be made before printing This allows you to add custom information e g title pages contents etc before after or in the middle of your listings and have it print out with the directory When printing directories the odd and even pages can be printed separately select print preview This allows you to print out double
40. d5 state Fi el d6 zip Fiel d7 county Fi el d salutation Fiel di Ms Kathy Wood Fi el d2 1438 S Lombard Avenue Fi el d3 Second Record Field4 Berwyn data Fi el d5 IL Fi el d6 60402 Field Fi el d8 Kath y This sample mail merge shows Export field names and Split Address 2 checked Birthday Mail Merge Report The Birthday Mail Merge generates a text file like the Mail Merge report only in addition to names addresses and salutations it will also include birthday and age that you can use it in conjunction with your word processor to do a mail merge useful for creating birthday letters Consult the manual for your word processor for information on how to do mail merges and what format to make the mail merge text file that contains the data PeoplePower User s Manual Reports Choose the type of text file to generate If you work with Macintosh choose Macintosh text file if Windows choose Windows text file The Custom text file allows an experienced user to choose which character to use as the delimiter for each field and record in the mail merge file Check Surround with quotes if the program that will use the Mail Merge file requires the data to be enclosed within quotation marks If you check Export field names then the first line of the Mail Merge file will contain the names of the exported fields PeoplePower stores the street address in a single field with multiple lines Most programs require each line of the stree
41. for the activity Day of week The day of week will correspond automatically to the starting date If you change the day of week the date will change to reflect the date on that day of the week Number of meeting dates 1 Number of blank lines 5 Participants Current Ea 00 00 00 to 00 00 00 Number of meeting dates Up to 14 dates can fit on the attendance sheet Number of blank lines This allows room to write in names of guests who are not already on the attendance sheet Participants You can choose which participants you want to have in the report Current participants are those with an end date of 00 00 00 or in the future All will include everyone who has participated in the past as well as those who are currently participating in the activity You can also show only those who have participated between specified dates The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Activities Module PeoplePower User s Manual Reports e Marked Records prints the marked records in the list of activities in the Activities Module See Chapter 3 on marking records e Unmarked Records prints the unmarked records in the list of activities in the Activities Module See Chapter 3 on marking records If you bring up the Report screen from anywhere except the Activities Module the only choice given in the Source
42. group or a group higher up in the hierarchy can view privileged contacts Select which contacts you want included in your report e All Contacts All contacts that the current user has privileges to view i e any contact that he created any public contacts that others created and any privileged contacts that he has access to e All public contacts All public contacts created by any user e All privileged contacts All privileged contacts created by any user to which the current user has access 8 24 PeoplePower User s Manual Reports e My contacts All contacts created by the current user My public contacts All public contacts created by the current user My private contacts All private contacts created by the current user e My privileged contacts All privileged contacts created by the current user PeoplePower uses password groups chapter 9 to determine access to privileged contacts and notes When a contact or note is set to be privileged it is also assigned to a password group Any user in this group can view the contact or note In addition you can create a hierarchy or tree structure of password groups In this case any user in a group higher up in the hierarchy can also view the privileged contact or note When you choose the privileged contacts all or my the pop up menu next to the contacts menu becomes activated allowing you to choose the desired password group 8 9 Contact Report Option
43. leave that field with the default of zero in it and tab to the next field Type in the name of the Giving Unit last name first If the Giving Unit is a couple type the last name and then type their first names in the format you wish to use e g Doe John amp Jane etc This name will be used as the addressee for giving statements Select the button located next to the Givers box Choose person s that will make up the Giving Unit Double click the name s of those to be included in the Giving Unit e g husband and wife If you wish to use the address shown from the People Module click the Copy Address button When finished click the Done button The address and names of givers should now be filled in You can override the address information if desired When finished click the Save button Modifying Giving Unit Info In order to provide a secure audit trail you are not allowed to change the individuals that make up a Giving Unit if they have made Donations or Pledges You can change the name of the Giving Unit and the Address at any time It is important to note here that when address changes are made in the People Module it will NOT automatically update the address information in the Giving Units Module The address to which Giving Statements is mailed can be different than the addresses of the individuals that make up the unit If an address change in the Giving Units Module is necessary it must be done manually in the Giving Unit
44. membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once Activities gt member Groups be inactive Events b member na Custom Searches Ld Non members attender visitor friend Unknown In the sample above Members is the parent and member inactive member non attending are the subitems The buttons along the top of the Pledge screen can be used from either of the two tabs e608 Pledges 4 of 4 E New S Save X Cancel fi Delete Q Search B Report Help e New creates a new Pledge Drive record e Save saves any changes you have made to the record and returns to the view mode The red edit box disappears indicating you are no longer in the edit mode Pressing the Enter button on the numeric keypad is the same as clicking on the Save button e Cancel returns to the view mode and cancels any changes you may have made e Delete deletes an existing record NOTE PeoplePower is designed to keep information indefinitely for historical tracking You cannot delete a Pledge Drive that has pledges made against it This is to ensure accurate historical records 6 2 PeoplePower User s Manual Pledges opens the search editor screen used to search for Pledge Drives based upon any of the data in PeoplePower prints pre defined and custom reports e g directories labels attendance sheets giving statements e
45. retain for your tax records Summary of Fund Distributions for the Current Period Fund Tax Deductible Taxable camp 25 00 0 00 general 3 500 00 0 00 NAB Easter 20 00 0 00 Totals 3 545 00 0 00 Date Amount Description Distributions 01 10 1999 500 00 regular offering 500 00 general 02 07 1999 500 00 regular offering 500 00 general 03 07 1999 500 00 regular offering 500 00 general 04 04 1999 20 00 regular offering 20 00 NAB Easter 04 18 1999 500 00 regular offering 25 00 camp 475 00 general 05 16 1999 500 00 regular offering 500 00 general 06 06 1999 500 00 regular offering 500 00 general 07 11 1999 525 00 regular offering 525 00 general Total 3 545 00 The Giving Statement places the Giving Unit name and address so that it will appear through a standard window envelope The report includes a summary of fund distributions as well as complete details of all donations made Labels Envelopes This report allows you to print mailing labels or envelopes for Giving Units Reports People Activities Donations Pledges Prints mailing labels or envelopes Statements Labels Envelopes 8 50 PeoplePower User s Manual Reports Click on the Giving Units tab and select Labels Envelopes Since you are in the Giving Units Module choose either the 1 x 3 Giving Unit labels or Envelope Giving Unit format envelopes Keep i
46. si cui xat bucoe ran En pit b ex RE ERR LA CR XU Ced XE o Fond do 6 2 Marking RSCOPGS caesus ckeed d xb d OH XA dee KOGET OE ede id OU Ld EROR E LIC E ODE A nA 6 3 Ente PISges ucc coeseveu mu soda Velep i qat pe pP PER TE Taste MIRI PP e EDAM 6 3 Pledge Drive Tabs irinse E UFRR S SERES ER NURISSRPRRRAA IPSE RRRAIAI IR TRAIN A RAI AMA MAE 6 3 Enterg New Pledge Dives ss iraire Tir Oase rERpED ISO ERES ATE 6 4 Editing Pledge Drives sissesia suem REY SERRE AFER E ER KESEAERRI RZDE ERE TIRARMA NE REA 6 4 Deleting Pledge DAVES airera st eo Pa pEq ao CEXIE VERIS CRX VERI APA eR ERO da 6 4 Pledges TaB irren o IR DMIGEREERAREDIXARANEMESDIMIRERERENUMAT A UE IS MAIP RET ERRARE RSA 6 5 Entering New PIEgOES aiii ed Loco daa dee ek E Tak d da REEL Had Rd dtd ds 6 5 Moding PIedgmes ui cine oie coke he bel LUE pbi nu RR iL x rion OE NIS ke dad 6 6 Deleting Pledges niir rated xe CUI EATER A 4x09 ERE ERR Raa aA 6 6 Chapter 7 Finding ROCOlGS viii sis sists cessus exaa su sRA SE ERR SERERE CRERXERRESEEMRRARERSCRRRKERRESEENESAEERE 7 1 OVEIVIOW p UEM 7 1 Sampe Sea ES LL CL DUI I LOI ds eae Ley 7 2 POU INE EANES 632554 emacsbsies cii sce ie id el ei TR Disc a PA bra Pv IO Sa RR ge IA i E Ei DEAE Pda 7 11 Loading d Sealtli s ec esesuu ues YR RERRRERYBRORERANAPDANREKR IA DXINEME IE MA SE FRATRES 7 12 Adding a Search to the View MOMmtl oce cesse ores sa exta oa EE eI PRU rR ERES E FR VAS 7 13 Chapter B REDOMts icici tecesseccscsccs aiaentescautenacaeds RR SASOO
47. to the private comments and contacts that you created in version 1 To gain access to these comments and contacts you must log on to PeoplePower as those users Once you are logged on you can change those comments and contacts to privileged or public if desired to allow other users to view them PeoplePower User s Manual 9 5 Passwords 9 6 PeoplePower User s Manual Choice Lists Chapter 10 Choice Lists Overview Several fields in the People Activities Donations and Pledges Modules will only allow certain values to be entered The values that are allowed are stored in choice lists Fields with choice lists have a blue triangle immediately to the right of the field To enter a value in one of these fields simply begin typing a few letters of the desired value As you begin to type the field will automatically fill in the rest of the value You may also go directly into the choice list to select the value from the list itself If the cursor is in the field you may press the down arrow key on the keyboard to get the choice list Or press and hold the triangle button next to the field to open the list If you attempt to tab out of a field without your entry matching a value from the choice list PeoplePower will automatically display the choice list for you You can then choose the desired value or add a new one to the list Choices for Family Relationship LE head of household Edit Item husband sibling Add Ite
48. type of phone number from a choice list the phone number extension and any notes you wish to add regarding that particular phone number A choice list is available where the phone number is entered in order to choose the format you wish e g an overseas phone number which requires additional numbers A check box is available in which you can indicate that the phone number should be unlisted when printing directories After entering the phone information click the Save button to return to the Personal screen If you wish to delete a phone number select the phone number in the list and click on the button Entry for Personal Phone Doe John M Il Type work Number 708 555 3215 z Ext 111 O Unlisted Notes 2 Cancel f save PeoplePower User s Manual 2 9 People Address Tab Family and Address Information O Information for Mr John M Doe II John Personal F Address Membership pS Len IMPORTANT Anything you change on this tab affects ALL FAMILY MEMBERS 7 Move This Person To Another Family 3 Family Phone 708 555 4566 Fl Family Name Doe Address 111 Main Street City Anytown State Illinois z Zip 12345 Country Family Email jjohn doedoe com Family Salutation Mr amp Mrs Doe Family Mailing Name Mr amp Mrs John M Doe W Unlisted Phone Unlisted Address Unlisted Email The i
49. used Source Current Selection 78 y comments Print Preview P a Cancel f Prin Click on Hierarchical to produce a list of activities organized in the same way that you organized them in the Activities module See the section on The List of Activities in Chapter 3 for more information on organizing your list of activities Click on Alphabetical to produce a list of activities in alphabetical order If you do not wish to include activities that are no longer being used check the box Hide activities no longer used The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Activities Module e Marked Records prints the marked records in the list of activities in the Activities Module See Chapter 3 on marking records e Unmarked Records prints the unmarked records in the list of activities in the Activities Module See Chapter 3 on marking records If you bring up the Report screen from anywhere except the Activities Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the Activities Module and make your selection before bringing up the Report Screen PeoplePow
50. who are members at the current time PeoplePower User s Manual 7 9 Finding Records view B Command click to mark Allrd JamesR 4 Allen Don W Allen Joana E Almanza Guadalupe Almanza Roberto Anderson George M Anderson Katherine J Barber Dorothy G Barber Hollis W Baumgart Herbert P Boland Dina M Ee bay E oo ooo Above the Find button are two more pop up menus you need to consider In the searches that we have done above we used the defaults shown However it is important to note that the outcome of your search will depend on what you choose from these two pop up menus Where to look EZAMUIBSEICEDETS n Current Selection What to do quoc b Cancel Where to look In Database B What to do RAGS IEG EGG Add to Selection Exclude from Selection Intersect with Selection e Where to look Do you want to search the whole database Do you want to only look at the current selection The current selection is what currently appears in the Lists of the various modules e g List of Names from People Module List of Activities from the Activities Module etc e What to do When you do the search you can e replace selection the results of the search will appear in the list e add to selection the results of the search will be added to the list 7 10 PeoplePower User s Manual Finding Records e exclude from selection the results of the se
51. would for adding an individual to an activity The difference is that the information you enter here applies to all of the people you are adding at once The choices for Source relate to the List of Names Selection refers to all those names that currently appear in the List of Names Marked Records refers to only those individuals who have a check mark next to their names in the List and Unmarked Records are those who do not have a check mark next to their names in the List See the section on Marking Records for more information You may also enter notes about the event specific for the people you are adding When you press the Save button all of the chosen people will be part of the activity You may also work with activities directly in the Activities module See Chapter 3 for more information on Activities Deleting an Activity To DELETE an activity for an individual click on the line to highlight it and then click the button You will get a message asking you to confirm that you wish to delete the record Since activities are historical records delete an individual s activity only when it was entered in error the person never was involved in the activity You cannot delete an activity if you have recorded attendance for the individual To MODIFY an existing activity for an individual double click it in the list of activities Adding a Person to a Group Groups are a way of categorizing people i e those who should receive
52. you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the People Module and make your selection before bringing up the Report Screen Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you PeoplePower User s Manual Reports look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Edit New See the section on Custom Labels later in this chapter Audit Report The Audit Report allows you to get a complete record of current or historical information for individuals This report would be helpful to send out to your members periodically so that they can update any information in their records Types of information included in the audit report consists of personal information membership activities groups and events Reports f People Activities I Donations f Pledges Y Giving Units A complete record of current or historical information for individuals Directory Labels Envelopes Contacts k Mail Merge Birthday Mail Merge Cancel User Reports Select PeoplePower User s Manual 8 19 Reports Selec
53. youth group or choir An individual s participation in an activity consists of beginning and end dates position held average hours per week of involvement and general purpose notes Attendance in activities can be recorded and tracked and graphs are available for trend analysis and planning 0090 Activities 78 of 78 Fly New v save X Cancel ii Delete Q Search amp Report 2 Help j e A find Choir Command click to mark Congregation a Activity Choir v Elder Board 0 b Standing Committees C No Longer Being Used b AD Hoc Committees C Updates Last and First Attended Dates in People Records ba Pastor Church Secretary o Choir Director Description rehearsals are every Wednesday evening with additional rehearsals for Christmas and Easter Prayer Team Organist Deacon of Christian Ed Deacon of Adult Ministr Meeting Time 8 00 9 00 p m Deacon of Missions Deacon of Building amp Gr Financial Secretary Church Clerk Treasurer Meeting Place Sanctuary Worship Service Sound System Van Driver vy Unused YMCA Joyful Noise Counseling Center Com Vice Moderator i VVvVvvV VY Along the left side of the Activities Module is a list of all activities within the organization This list can be modified to add delete and organize the activities PeoplePower User s Manual 3 1 Activities 0 09009 h New w 3 2 The Activities Module is organized into four tabs e A
54. 345 08 08 2003 Tax Fund Amount Description general 200 00 i 200 00 mere c Entering New Donations Click the New button A red box appears around the entry window shows that you are editing the record Enter the date the donation was given and the total amount given Begin typing the name of the Giving Unit last name first If the individual has given before he she will already be set up as a Giving Unit The name will fill in as you begin typing the name The full name and mailing address will appear to the right which will verify that this is the correct individual If the giving unit has not yet been created it can be created from the choice list If the Giving Unit has been assigned an envelope number you can type it in instead of the name After you press the tab key PeoplePower will display the matching Giving Unit name and address Type in the description of the donation if desired The list at the bottom of the screen is the place to enter the distribution of the donation to the various funds Check the box on the left only if the donation is taxable There is a default fund that appears when the donation amount is entered This can be changed from the Preferences window Enter the amount given for the fund selected If the donation is to be distributed to more than one fund enter the portion of the
55. 51 Reports v Current Selection 291 ie Marked Records 0 E Unmarked Records 291 f Cancel Y f Edit New Print 3 Source Source i Find B f Cancel Edit New Print gt Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected 8 52 PeoplePower User s Manual Reports Custom Labels If the label and envelope definitions that come with PeoplePower do not suit your needs you can use the Label Wizard to modify them or design your own Click on the Edit New button at the bottom of the Label Options screen f Cancel Edit New h PEE An Alert message appears that informs you to click the Load button to edit the desired format when the Label Editor appears You would load an existing format if you wanted to modify it or use it as a basis for a new format recommended Alert When the Label Editor appears click the Load button to edit the desired label e PeoplePower User s Manual 8 53 Reports Label Wizard Personnel Toolbar A Anniversary a Birth Date isl List of fields 46 Birth Year a Create Date S Create Time Fersonnel MailingN ame Family Address Label preview
56. C ddh iiias I HI From the Insert Page Number dialog you can insert the current page number or the total number of pages in your document as well as choose the format of the page numbers Showing References or Values You can toggle between the display of References or the underlying Values by choosing References from the View menu PeoplePower User s Manual 11 15 Word Processor Insert Style Colors Normal v Page Toolbars b Ruler v Header Footer w Pictures When the check mark appears next to References the references are displayed e g People Salutation When there is no check mark the underlying values are displayed So for Salutation you would see the person s actual salutation Freezing References Freezing References removes the dynamic link to the underlying data and converts the references into static text that you can edit This is useful when you want an exact copy of a letter that was sent To freeze all references in a document choose Freeze Document from the Tools menu Tools Table Wizard Spelling Language Document Information Document Statistics Compute References Now SEK Freeze Document ia To freeze only certain references first select the text the contains the references that you want to freeze The Freeze Document menu item becomes Freeze Selection 11 16 PeoplePower User s Manual Word Processor Tools
57. Davis Dukes Cecil Lynn Dukes Anna Dukes Toni Dunbar Dawne Dunbar Lavon Dunger Daphne Dunning Linda Above the List of Names are two buttons e View This is a pop up menu which contains saved searches Selecting an item instantly performs the search without having to open the Search Screens See Chapter 7 on Finding Records When generating searches or reports the contents of the list of names is referred to as the current selection The View pop up menu that is on all main module screens also automatically includes searches for all categories of current PeoplePower User s Manual 2 3 People 2 4 membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once Activities gt member Groups gt inactive Events b member na Custom Searches gt Non members attender visitor friend Unknown In the sample above Members is the parent and member inactive member non attending are the subitems e Find A quick way to find a specific record especially when the List of Names becomes large is to type the last name of the individual in the Find text field located just above the List of Names When you begin typing the name it will instantly scroll the list to the closest match to what you type and will highlight the name within the list To view the currently highlighted record press the Return key Macin
58. ES h Unmarked Records 1 030 Type Doe John M Il eo OOOO Compose the letter just as you would for a new Contact When finished click the Send Print button on the Contact Window Various options are available depending on whether you are sending a form letter or a regular letter PeoplePower User s Manual 4 11 Giving Units Form Letter Options When you send a Form Letter a reference to it is automatically saved with each Giving Unit s record After sending Form Letters you can view them by clicking on them in the Contacts tab Send Letter Options v Send via Email when possible I Send as individual emails Hide combined recipient list send as Bcc Send a copy to jedwardselbcord mM EN 27 Cancel Send Print e Send via Email when possible this will send the letter by email if the the Giving Unit s email address has been entered If the email address is not available the letter will automatically be sent to your printer instead You must set up PeoplePower for sending emails before using this option See Preferences in Chapter 12 for more information e Send as individual emails this will send a separate email to each Giving Unit e Hide combined recipient list send as BCC this will put all of the email addresses together into the BCC section of the email The recipients will not be able to see each other s email address Your email provider may limit the number of recipients t
59. HHH HHO 0 00 4 0 00 tt HHO HH HHO HHH HHO HAF 30 00 3 Ht HHO AN oH dO NOCD f Cancel 4 Then click on the Edit button to display the Formula Editor 11 12 PeoplePower User s Manual Word Processor Formula Editor Formula Editor Cw pipe Geklikt fbn peel i d Load 4 Save M Related Tables hn Commands by Themes n CT Areas rT Ned ec g Activity XML g Activity Infa Aadresstine p Activity Position DirAadress p Attendance TM b eq Duendance Dalal DirParsonaiPhionas FuiiFirsiName Contact Full Mame D mp Contact Type mFormLetters m Donation QuoreFreld Donation Distribution v f Cancel In the formula editor you can combine fields and extract parts of fields using the string functions For help with formulas contact DataDomain at support datadomainsoftware com To select a predefined function scroll down the list of Command by Themes till just below XML The following function are available check the DataDomain web site for additional functions that may be added later e AddressLine returns one line of an address Usage AddressLine x where x is the line to extract e DirAddress returns a complete mailing address by combining the Address City State Zip and Country into the standard U S format e DirFamMembers returns a list of living family members This should only be used for Family Di
60. In this way you will always see the letter exactly the way it was sent regardless of whether or not the underlying data changes e g address PeoplePower User s Manual 4 13 Giving Units 4 14 PeoplePower User s Manual Donations Chapter 5 Donations Overview The Donations module keeps track of the taxable and tax exempt donations that people make to your organization There is no limit to the number of funds to which you can distribute donations Donations are made by Giving Units one or more people giving as one instead of individuals You don t have to decide which family member is considered to have made a donation when in fact the entire family gave as one You can also change the definition of your organization s fiscal year any number of times without losing historical accuracy of previous fiscal years Only members of the Donations password group can view Donations records Donations have a secure audit trail Once a donation is recorded it can never be deleted An error must be corrected by voiding the donation and entering a new corrected donation record Giving Statements can be printed that contain all the information about the Donations and how they were distributed including any descriptions The statement also contains a summary of how much was given to each fund broken down by taxable or tax exempt donations The name and address of the Giving Unit is positioned so that it will show through a standard
61. L Date Follow up Type Subject A DaCosta Lucile 08 27 2003 00 00 00 Letter 5 1 2003 Donation Darling Lola Ha Davis Diane Davis Laura 0 DeMilio Jeffrey and Tanya DeMilio Jinny L DeMilio Robert and Jinny DeMilio Robert L DeMilio Rocco amp Ruth Dibbern Gertrude Dorn Deborah Dorn Mae Helen Douglas Louise Doyle Joseph Durr Florine Easter Alfred Eckles David Edborg Judy Eisaman Dorothy Ellis Audrey Endeley Mariana pp Adding A New Contact To ADD a new contact click on the button PeoplePower User s Manual 4 9 Giving Units O O Entry for Contact Doe John M II Viewability _ Public B Type Letter z Contacted By Designer 1 Locked Date Wed Aug 27 2003 v Time 10 31 PM Follow Up 00 00 00 Subject 5 1 2003 Donation E File Edit View Insert Style Colors Paragraph Format Tools ET B Normal I Times Rae 12 v B Z U E _ 1 rR AO Bere Der der der 42 13 redder 45i 16s gh Fe M81 M9 Wed Aug 27 2003 Doe John M II 111 Main Street Anytown Illinois 12345 Dear John Thank you for your generous donation of 1 000 to our building fund Sincerely John Henry Treasurer Page 1 1 1 Line 16 Col 10 HUM APS NE Use Thank you for your don Send Print Done Choose the type of contact phone visit letter etc from the Choice list and enter the date and time of the contact You can als
62. RSRESRAINRSRUSARESUSSSR ERIS SE PERAR SR EE 8 1 OBIE Wc oda orandi DN EExPRSUU UEM ESERURD IB NAME RIEN M RM DNU NEM E REUD NN n E HD INN 8 1 REPORTS OM PEODIE cioe scuro ie RT RE TRATTA 8 2 DIPSCUONY ILI I 1 1 107 de 105 125 75 TETTE 8 2 Directory TEIiplabbes siiasuaaa kkiaatextdau kx P4taxtddd xau d CERA ada dd ER a 8 10 Labels Evelg pe cies cocco Nu seio ict a RPM RE 8 14 Audit REPO iai aci dco dada EF rod da dU ACER LOO LED OL dO Wb Edd o DER KA a e 8 19 CONTACKS ics UT 8 23 Mail MERE REDON icixcaasxxa d tixaad HR dad kaninina niae LUE OR ARAETA RREA 8 28 Birthday Mail Merge REDO icc ciscs3sarcandarsssarestesaceoeetse dees acadiesdacsctenieeds 8 30 REDOrts OM ACTIVITIES krion EAE RERQASREN EUREN RRRRRARNORSAR EDU NONNNENESEUE ERR 8 32 Dind AB M EEUU 8 32 BOUE V PorCCNDSEI OD ocUiiaes SEXE RIBIMRMM DU ENEERMEKUI NU RIESUD ESAE U UHR EREAT ME E 8 35 Attendance Sees aad diii ee rd Bed ad LATET dE EL LL EM Rd eddie Ko deba 8 38 Attendance PrEGUENOY iue roce Exe pa Ride Eu xE ki kae Ranbad RE E e RTI EE LE RR YE NOE 8 42 Reports on DONBUOMS ss iiecexe cec cxiaacxxad a EXEEEOUXV A CEA CERE ARCET VERBA YXKXIA C OXA Mad 8 45 Daily RODOUL i iizr cia Et dienes A adel d a kate p iban ka b a e EEG E RE K Gd DUK 8 45 Heports om Givi UNICS 2 iacixdascxr ias cuba Cua cix ba suxaaa ex bid iiare ii Dv dada Radix 8 47 Stale MOMS wis cicnsacativerotatamteraiin ee Xg X
63. Stephanie C Participant 09 01 1988 00 00 00 Deacon of Adult Ministri Doe Jane Elizabeth Participant 05 01 1990 00 00 00 Deacon of Missions Bucholz Leona M Participant 09 01 1995 00 00 00 Deacon of Building amp Gr Anderson Katherine J Participant 09 01 1995 00 00 00 Financial Secretary Kirksey Shakana Participant 11 05 1997 00 00 00 Church Clerk Lee Noel N Participant 11 30 1998 00 00 00 Treasurer Worship Service Sound System Unused Van Driver VBS Ministry Macintosh OS X Installation Windows Double click the PPInstall iss installer program and follow the on screen instructions By default the installation directory will be c program files PeoplePower v3 You can change this if you like however if you are upgrading from version 1 or 2 you must install v3 in a different folder Macintosh PeoplePower comes as a Stuffit archive if you don t already have it you can get it for free at http www aladdinsys com Double click the archive to expand it When asked choose the location in which you would like to install PeoplePower If you are upgrading from version 1 or 2 you must install v3 in a different folder 1 3 PeoplePower User s Manual Getting Started Logging On 1 4 Double click on the PeoplePower icon to launch the program When the password screen appears enter your user name and password note the password is case sensitive but the user name is not If this is the first time you are r
64. The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Activities Module e Marked Records prints the marked records in the list of activities in the Activities Module See Chapter 3 on marking records e Unmarked Records prints the unmarked records in the list of activities in the Activities Module See Chapter 3 on marking records If you bring up the Report screen from anywhere except the Activities Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the Activities Module and make your selection before bringing up the Report Screen Comments This area allows you to type whatever notation or heading you would like at the top of your report PeoplePower User s Manual 8 43 Reports Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Attendance Frequency Jul 9 2001 2 57 PM Worship Service Page 1 Frequency Name Position Membership Status Started
65. Y 1 I E DOLI 11 28 Chapter 12 Miscelanb uS srera a aa 12 1 Pire rep ell cios ns a N a AMA e 2A ra E MS EIE E RE 12 1 importing Names and Addresses ua iai ceri dox alaa Qo Fa Cora E d RE REA EE RAE CRA RERUM GR 12 4 IrittializiO LISS cuneo ieucuk eco pie d dr oe pL pL ERR o CE RR ne ERU COPE FI Ck UY BR Td USE LE ERAN AREE 12 6 Minimum System RegultretmiebiEs xziicaxeca eerccrixoxa aa e be LUx Ct 1XRa ania 12 7 Getting Started 1 1 Chapter 1 Getting Started Introduction PeoplePower is a comprehensive people management system for organizations of any size and will run on Windows and Macintosh operating systems In addition to keeping name and address information it also keeps historical information about individuals attendance activities donations pledges and membership even after they have died This allows historically accurate reports to be generated such as ten years ago who attended the organization What was the giving like How many members were there Or you can plot a graph of attendance or giving over the last 10 years etc Or you can track people s relationship to the organization When did they first visit When did they become regular attenders When did they become members All of this information is stored in a clear uncoded format You don t have to make up abbreviations for funds or activities The historical records may be kept virtually indefinitely limited only by your computer s storage cap
66. Y IRE A I UE 11 2 Thie Menu ERG csscio iue ELE REIR Rd EE E aL eee eee EE EUM TUE Md ER 11 2 REIISSISESI UOTE 11 8 This Ulisse erii xax terio Uxae reer ace a rdddadad x GbR ped tox mU Lxxd pr DU UR IDA 11 9 PreferENGES ET LOT I IIT 11 9 Using Dy nsinle REIeremces sae o ue peek kde EIE Ced ebd RC ER CARE UM Fe DER ARR E CERE 11 10 Bis Wel si ls UT a reer terre ere ereet re Cree TUE 11 11 Date dnd TINIG sieur oxi aos ones stetvesie TTi 11 14 Page NUMPETS sinnsrean r aana EEEN EAEAN AORTA 11 14 Showing Releremnces or Vales as ripa E R O ester tae 11 15 Freezing References isses pex Fe S RORPIRSSEIKRURISRATAR TARNEN EA es EDIT UNA 11 16 Computing REENE S iritira ri EEE ANE AT S REIR ddP a RE 11 17 PICUUFOS icio eR xAEENxXGHEKRADUINYDUIRNEEREINIMRRKRRERIENRRZRREARIENZPERRRIRRINIPRRKARROINRDRRKAIFEIK DEMQUE 11 17 Using Custom Templates and Form Letters iisaeiuaa c xia Exe Ld Loa eX d Ex Lx na Ria 11 19 TEMES 5 seeker xad ON ORE GER TOOL TONER RU UR I E ER ER RR DAR Fo ES CUM A I 11 19 Creating Template us cedex t ke ek ade heii BRE DO ERE I f a dd 11 20 USING Templabss cicius rex er dat aaa 11 21 Editing Templates zeracixtadvkkieadua dd XE Ead 23RAE EXE YRRERXREEREAT ANIM ARR Aa AA 11 23 FORM Letters ioi sebo ri E pe d bb ob Da E EA e NU d n Ue RD pP DOR EUER 11 24 Creating Form ESEUSIS Lena nc repURESTERIEFUETRAR ERE TERRAS VRRPURPN FCR E REDE 11 25 sing Formi LEETS ginanean a EAEEREN 11 27 Editing Form LEWWEL S
67. a RCFA CU Ra RA MO a dg 2 29 AAD t Croles a 2 29 Add to Dat isrener rara AEAN EERTE 2 29 Ada tO ACI aria E E EET ET 2 29 Change Current Membership esiie suse SR Rua EET REDATSR TE RARORUER ERE ti 2 29 Gendindg LETTES x 03 descorsseecinescost ssc Mural TA e S2 X es VRIQa ule ii dd iqa ss 2 29 Form Leker POS enian Ax USA HR EK TR REI NAUEU I NNNM SU UK N UNE Ra MAE 2 30 Regular Letter ODUOS css casio irata A ATN Tbe Yee grasp A 2 31 Chapter 3 Activitiles iui iioi esesasuussunzuas usan Ra RARRESREEERESRESRSRRRRARASRRSERERARESSSRERSRANASKXERRA 3 1 OVBIVIOW eT m rm 3 1 The List of ActvilleS sucio ir beneore iu ort Dr bx PERDER S RE Me RC M IRRR RS HERR M RENS 3 3 Organizing the List gf XCENVIESS ized corta EE Fd bk On ad oce Edd ie Rd e ia iR 3 3 Marking FBDOEUS ici bri raexex P TEE RU mex B E Gad Eb ORA CLER Tu rib oL EET EU eA 3 3 Entering Activity THTOUPOBDIOI ua aaa ces pet xi dL ERRAT EXTR E AA AIRE aaa EDU da ERR a 3 4 POGUES TING Me ecepseck ita eR UR RM Io OE ITRI XR U PEN E DE E EN RA E e ERA EIE MGE 3 4 Creating e New CIVILE s ess pp Se n pCeI AS RUN S ExME XRNURDIS ME REND ATE 3 5 Updates Last and First Attended Dates in People Records 3 6 Modifying an ACLEIVIDV ex cess sot on reo RR ERAT NXPQUAGRPXA KXETRGEX PR REF IRRA 3 6 t Ludis ors ue Lou B ze PEUT 3 6 Adding a Person to an ACHVIEV esie inet en redet p Eres REDE NEEN E 3 7 Ending a Person s Involvement in an Activity
68. abels Order buttons These buttons enable you to specify the page orientation and the order in which information is assigned to labels e Labels across and down boxes These boxes are used to control the size of labels by specifying the number of labels that appear on your label paper e Layout preview area This area provides a reduced view of how an entire page of labels will look based on the dimensions you enter in the Label Wizard The page preview also reflects the paper size selected in the Print Setup dialog box You can also select the first label on the page to be printed The red border indicates the size of the physical page and the blue border indicates the size of the printable area Label Size and Page Size radio buttons These buttons are used to select the label or the page for setting label and page dimensions If you click Label Size you can enter the label width and label height in the appropriate areas If you click Page Size you can enter values for right margin and bottom margin as shown below PeoplePower User s Manual 8 57 Reports 8 58 e Margin boxes These boxes are used to specify the dimensions of the label and the page size depending on the radio button you select After you have entered the margins of your label paper you may need to make some additional adjustments so that the label text is centered in the labels You can use both positive and negative numbers in the Margin boxes to increase an
69. abeth Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave Duggins Davis Dukes Cecil Lynn Dukes Anna Dukes Toni Dunbar Dawne Mr John M Doe Il John f add picture The Doe Family f add picture Membership Home work pager Email Age Gender Marital status Family relation Salutation Mailing name Address Email Family members attender since 2001 555 123 4566 unlisted 708 555 3215 x111 708 555 9999 john doerayme com 36 born May 30 1967 male married Jane on May 1 1988 head of household Mr amp Mrs Doe Mr amp Mrs John M Doe 111 Main Street Anytown Illinois 12345 jjohn doedoe com Doe Jane Elizabeth Doe John M Il e Info summarizes the individual s personal and family information including name membership status personal and family phone numbers personal and family e mail addresses age and birth date gender marital status anniversary spouse family relation salutation mailing name and address family members and picture PeoplePower User s Manual 2 1 People 2 2 Organization current and historical activities information which include positions held start and end dates and average hours per week of all of the person s activities
70. acity PeoplePower is a relational database meaning you don t have to enter common information twice For example certain information is common to all members of a household e g address and home phone number All family information is entered once for the entire family This saves time and ensures accuracy The integrated word processor allows you to keep all of your correspondance notes meeting minutes and emails directly within PeoplePower so that you will always no where they are and can use PeoplePower s powerful search capabilities to find anything within your word processing documents PeoplePower can export its data so that other programs can use it and can import data from other programs so if you already have a database that you are using you won t have to re enter that information in PeoplePower In addition to many pre defined reports and graphs you can design your own custom reports graphs and labels and save their definitions for later use PeoplePower has very powerful search capabilities and you can save your search criteria for later use PeoplePower has a complete password protection system where you can add delete and modify users as necessary About this Manual If you are viewing this manual inside of Acrobat or through a web browser text colored blue and underlined are hyperlinks Click these links to take you directly to the section in the manual that discusses the topic in detail The screen shots are
71. activity is to show the individual s level of participation and activity and can be used in a variety of ways through reports Modifying an Activity To modify a current activity select the activity from the List of Activities Current information on the activity selected will appear in the screen to the right Click anywhere in that screen to activate the screen Make the desired changes then click the Save button Participation Tab This tab allows you to add modify and delete participants in the activity From a pop up menu you can choose to view current participants all people who have been a part of the activity at some time or search for specific participants based on any of the information in PeoplePower 3 6 PeoplePower User s Manual Activities e608 Activities 78 of 78 h Neww E Save A Cancel fi Delete Q Search amp Report 2 Help view Show All i B Activity Info Meetings amp Attendance Analysis find Choir Choir Command click to mark Congregation H View Current Participants Attendance Graph Vv Elder Board b Standing Committees x Participant Position Date Started Date Ended Hrs A b Ad Hoc Committees 6 Russo Martha J Participant 00 00 00 00 00 00 w Pastor 11 Prestler Betty J president 00 00 00 00 00 00 Church Secretary 8 Schilke Kathryn P Participant 00 00 00 00 00 00 v Choir Director 4 Hochheimer Waltraud H Participant 00 00 00 00 00 00 y Cho
72. age indicating that there has been a problem Problem records are stored in a file that you can review before you choose whether to save the records that had no errors or cancel the import Initializing Lists Occasionally the choice lists used throughout PeoplePower may become corrupted You may notice that you can t find a particular value in a choice list that you know was entered previously To correct this problem choose Initialize Lists from the Special menu If you need to initialize the lists please notify DataDomain at support datadomainsoftware com and let us know which list was corrupted PeoplePower User s Manual 12 6 Miscellaneous Minimum System Requirements Macintosh e System 9 2 or later or OS 10 2 or later e 20 MB available RAM e 100 MB available disk space Windows e Windows 98 or later e 20 MB available RAM e 100 MB available disk space 12 7 PeoplePower User s Manual
73. ages in left pages Not in first page Behind Text 20090 2 Cancel eee e Picture in Text Flow Places the picture within the flow of text Picture in Page Places the picture directly on the page outside of the text flow 11 18 e In Current Page The picture only appears in the page where the cursor is at the time of pasting e In All Pages The picture will show on all pages e In Right Pages The picture will show only on right pages This requires the Opposite Pages option to be set in Preferences see Preferences earlier in this chapter e In Left Pages The picture will show only on left pages This requires the Opposite Pages option to be set in Preferences see Preferences earlier in this chapter e Not in First Page The picture will not show on the first page This requires the Different on first page option to be set in Preferences see Preferences earlier in this chapter PeoplePower User s Manual Word Processor e Behind Text The picture will be place behind the text After the a picture is pasted into the page you can drag it to a different location and change it size by dragging the control handles You can also alter it s properties at any time by double clicking it A dialog appears that allows you to change it s size and position as well as alter the properties that were chosen when the picture was first pasted Picture Properties i Po
74. ake your selection before bringing up the Report Screen comments Please review the information make any changes and return to the office at your earliest f Cancel 7 Print PeoplePower User s Manual 8 21 Reports Comments This area allows you to type whatever notation or heading you would like at the top of your report In the sample above it is used to give instructions Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Forest Park Baptist Church Jul 10 2001 133 Harlem Avenue Audit 3 22 PM Forest Park Illinois 60130 Page 1 708 366 5091 Please review the information make any corrections and return to the church office Thank you Wright Richard J 11 Elmwood Avenue birth date Nov 17 1959 Forest Park Illinois 60130 marital status married 708 555 6883 anniversary Jul 16 1988 spouse Stephanie membership status member Personal Phone Type Type Ext pager 847 555 4976 work 708 555 6425 Activities Name Position Date Started Date Ended Hrs Week Notes Choir Participant 09 01 1988 00 00 00 0 Choir Director Participant 09 16 1995 00 00 00 Finance Committee chairperson 01 01 1995 00 00 00 Organist Participant 09 01 1988 00 00 00 Worsh
75. ally At moe PeoplePower User s Manual Word Processor Chapter 11 Word Processor Overview The integrated word processor allows you to create form letters mail merges and bulk emails directly from within PeoplePower It is also used for recording contacts for People and Giving Units notes for People and meeting notes for your Activity meetings All of these documents are saved directly within your data file by default so you will never again have to worry about trying to find your documents and letters Furthermore you can perform full text searches on the contents of your documents so you don t have to spend hours reading through hard copies of your meeting minutes You can also easily save and open documents on your computer s hard drive in Text Microsoft Word RTF and HTML formats This allows you to share the documents with other people and import documents they created PeoplePower User s Manual 11 1 Word Processor Layout of Word Processor Area The word processor is embedded in various windows e g Contacts Notes and Activity Meetings It has its own menu bar and tool bars separate from the main menu bar at the top of the screen Menu bar Rulers Text Area Tool bars Format Tools TO O MI GOL iz ij i j File Edit Wiew Insert Style Colors imee no es H Hormsl Times e Fagel 1 1 Line 1 Cal 1 NUM EAPS The Menu Bar File e New Displays a new empty
76. also create your own custom label formats The label formats tell you the size of the label and what will show on the label families or people 1 1 x 3 Family uses family mailing name one label per family 8 14 PeoplePower User s Manual Reports Mr Ivan T Adams 255 S Marion Street 436 Oak Park Illinois 60302 Miss Christine M Berry 955 W Brand Street Chicago Illinois 60622 Mr amp Mrs G Josh Henry 2917 W McLean Chicago Illinois 60647 Mrs Linda L Adams 116 Elm Round Lake Beach IL 60073 Mr amp Mrs John M Doe 111 Main Street Anytown Illinois 12345 Mr amp Mrs Joseph King 556 N Market Street Oak Park Illinois 60302 Mrs Shirley Banta 938 Goober Avenue Oak Park Illinois 60302 Mr amp Mrs Ron Gabel 1111 Everest Avenue Westchester Illinois 60154 Mrs Donna Koop 888 Foxtrot Blvd Lombard Illinois 60148 2 1x3 Giving Unit This label format is only for use in the Giving Units Module See the section for the Giving Units Module later in this chapter for more information 3 1x 3 People one label per individual Mrs Linda L Adams 116 Oak Street Miss Christine M Berry 955 W Brand Street Chicago Illinois 60622 Mrs Nicole Henry 917 W McLain Chicago Illinois 60647 Round Lake Beach IL 60073 Mr Merlin Anderson 5517 Russell Mission Kansas 66202 Mr John M Doe II 111 Main Street Anytown Illinois 12345 Mr George J Henry 917 W McLa
77. amp Gr Financial Secretary Church Clerk Treasurer Worship Service Sound System Unused Van Driver VBS Ministry AFFA FY F To mark or unmark an activity command click Macintosh or control click Windows the desired activities You can mark all activities or unmark all activities by choosing Mark All or Unmark All from the Selection Menu To view only the marked activities select View Marked To view only the unmarked activities choose View Unmarked from the Selection menu Sometimes it may be simpler to mark all activities and then unmark the activities you don t want Entering Activity Information 3 4 Activity Info Tab This tab contains information about the activity itself activity name description meeting time and meeting place You can also indicate that an activity is no longer being used and if attendance in the activity should be used to update the Last and First Attended dates event in the People module PeoplePower User s Manual Activities e098 Activities 78 of 78 fi Delete Q Search amp Report 2 Help Add Activity i Insert Activity f f ActivityInfo Participation Meetings amp Attendance Analysis view Sho find Choi Command click to mark 7 Congregation H Activity Choir v Elder Board b Standing Committees LJ No Longer Being Used b Ad H itt a oc Committees O Updates Last and First Attended Dates in Pe
78. arch before printing the report open PeoplePower User s Manual 8 37 Reports the Activities Module and make your selection before bringing up the Report Screen Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Test Organization 133 Harlem Avenue Forest Park Illinois 60130 708 366 5091 Name Anderson Katherine J Bucholz Leona M Doe Jane Elizabeth Hochheimer Waltraud H Jones Connie M Kirksey Shakana Lee Noel N Mehlhaff LaVerna L Prestler Betty J Russo Martha J Schilke Kathryn P Wright Richard J Wright Stephanie C Attendance Sheets Activity Participation Choir Position Date Starte Date Ended Hrs Week Notes Participant 09 01 1995 00 00 00 0 Participant 09 01 1995 00 00 00 0 Participant 05 01 1990 00 00 00 3 Participant 00 00 00 00 00 00 0 Participant 00 00 00 00 00 00 0 Participant 11 05 1997 00 00 00 0 Participant 11 30 1998 00 00 00 0 Participant 00 00 00 00 00 00 0 president 00 00 00 00 00 00 0 Participant 00 00 00 00 00 00 0 Participant 00 00 00 00 00 00 0 Participant 09 01 1988 00 00 00 0 Participant 09 01 1988 00 00 00 0 3 C
79. arch will be removed from the list if they are currently there i e if a record is returned by the search but does not already appear in the list nothing happens e intersect with selection only records that are both returned by the search and already exist in the list will remain Saving Searches After doing a search you may decide you want to be able to refer to the same search in the future Rather than going through the process of selecting criteria each time you can save the criteria that defines search When you save the search you do not save the records returned from the search only criteria The records returned in the future may be different if data that is searched on changes For example let s say you wanted to do a search to find all singles 25 years and older When you have selected all your criteria and the criteria is showing in the Search Definition List as shown below click the Save button Save D C Load Marital Status is widow er Marital Status is divorced Marital Status is single Born before 01 01 1979 In the Save Search window type in the name of the search If you want the search to show up in the view pop up menu in the various modules check the add to view menu box Add a description if desired and click the Save button PeoplePower User s Manual 7 11 Finding Records Save Search Search Singles Group Description Singles 25 yrs and older Cancel c Sav
80. arches Ls All Members Linda L rn Singles Group PeoplePower User s Manual Reports Chapter 8 Reports Overview PeoplePower provides several pre defined reports which can be chosen from the Special menu or you may click on the printer icon visible on all five modules at the top of the window You can also create your own custom reports The reports are grouped together according to the five modules in PeoplePower People Activities Donations Pledges and Giving Units By clicking on the tabs you can see the list of reports available on that module When you click on a report a description of it appears above the list The one shown below is a description for Directory Reports f People Activities I Donations I Pledges I Giving Units Name address phone etc in a variety of formats for individuals or families Directory Labels Envelopes Audit Contacts Mail Merge Birthday Mail Merge a Cancel YF User Reports b see Y PeoplePower User s Manual 8 1 Reports Reports on People Select Reports from the Special window or click on the the printer icon at the top of the People Module Directory Reports Activities Donations Pledges Giving Units Name address phone etc in a variety of formats for individuals or families Directory Labels Envelopes X Audit Contacts Mail Merge Birthday Mail Merge Bnn
81. arked in the Selection Menu reduces The List of Names to show only unmarked records Add to Group Choosing Add to Group in the Selection Menu allows you to add several individuals to a group all at one time instead of adding them one at a time in the individual records You can do this for the current selection marked or unmarked records Add to Event Choosing Add to Event in the Selection Menu allows you to add a date for several individuals all at one time instead of adding them one at a time in the individual records You can do this for the current selection marked or unmarked records Add to Activity Choosing Add to Activity in the Selection Menu allows you to add several individuals to an activity all at one time instead of adding them one at a time in the individual records You can do this for the current selection marked or unmarked records Change Current Membership Choosing Change Current Membership from the Selection Menu allows you to change the membership status for several individuals all at one time instead of one at a time in the individual records You can do this for the current selection marked or unmarked records Sending Letters and Emails To send a letter or email to an individual click on the Contacts tab and create a new contact After composing the letter click the Send Print button on the Contact window form more information see Adding a New Contact earlier in this chapter To send
82. as it will print You can also edit it and add any other information you like 4 Pictorial Large 8 1 2 x 11 this format will produce a pictorial directory on full letter sized paper which can easily be hole punched and placed into a binder If you would like to print it out on both sides of the paper and your printer can only print on one side check the Print Preview box before printing From the Print Preview window you can choose to print all of the front sides first put the paper back in the printer and print all of the back sides By selecting Print Preview before printing you can see the directory exactly as it will print You can also edit it and add any other information you like 5 Pictorial Book 5 1 2 x 8 1 2 this format will produce a pictorial book directory with pages that are 5 1 2 x 8 1 2 The directory is printed on letter sized paper 2 directory pages on each side of a piece of paper PeoplePower prints the pages collated i e it figures out which pages need to be printed next to each other on the paper so that the pages are in order when folded The directory should be printed on both sides of the paper If you printer can do this automatically this option should be selected If you are making several copies of the directory you can use your copy machine to make 2 sided copies If you are printing just one copy and your printer can only print on one side check the Print Preview box before printing
83. assword that you use to authenticate Contact your email provider if you need help with these settings 12 1 PeoplePower User s Manual Miscellaneous Donation Tab PeoplePower Preferences Organization f Donations Miscellaneous Default fund general zl Default donation description regular offerings Ez Automatically send letter Thank you for your donation ry When amount is greater than 500 00 M By Email Fiscal Years IRS Statement dp Fiscal Start FiscalEnd This is your receipt for a 00 00 00 09 30 1995 donations from 0 Bl 0 01 1995 00 00 00 i StartDate gt through lt lt EndDate gt gt Unless l indicated by a no goods or services were Coss OD In the Donations Tab you can set up the Default Fund that is used for entering donations When entering a donation the total amount entered will automatically be assigned to this default fund The fund can then be changed if desired and additional funds can be added to distribute the donation You can also enter a default Donation Description that will be automatically entered for each donation If desired you may also have PeoplePower automatically send a specific form letter to a Giving Unit if the donation exceeds a certain amount Choose the letter from the pop up menu Automatically Send Letter The form letter must already exist To create form letters see Creating Form Letter
84. ate vlComments Administrator irs Jane reg Creating a Group Hierarchy Drag and drop to rearrange groups or create a group hierarchy In the example below we want to make the General group a child of the Boss group PeoplePower User s Manual 9 3 Passwords Password Maintenance Drag and drop groups to Drag and drop users onto create subordinates groups to assign Users v1Private vlComments Administrator Designer John amp Administrator amp Designer 7 amp Private amp Administrator amp Designer After the drag the General group and all of its users become part of the Boss group 9 4 PeoplePower User s Manual Passwords Password Maintenance Drag and drop groups to Drag and drop users onto create subordinates groups to assign Groups Users wv Boss v1Private amp Administrator vlComments v amp Administrator amp Administrator Designer amp Designer John amp Designer v amp Employee amp Jane amp vlComments amp John amp Administrator amp John v amp Private amp Administrator amp Designer Upgrading from PeoplePower Version 1 If you are upgrading from PeoplePower version 1 your existing users are preserved as part of the upgrade process although you will have to reenter their passwords In addition because of the new password system that v2 uses two special users viComments and viPrivate are created that have access
85. ating you are no longer in the edit mode Pressing the Enter button on the numeric keypad is the same as clicking on the Save button e Cancel returns to the view mode and cancels any changes you may have made e opens the search editor screen used to search for donations based upon any of the data in PeoplePower e prints pre defined and custom reports e g directories labels attendance sheets giving statements etc E e allows you to type a letter in a word processing document that can be sent to an individual or a group of individuals from within PeoplePower PeoplePower User s Manual 5 3 Donations 5 4 opens the context sensitive help screen The Donations Module is organized into two tabs e Donations This tab allows you to view all donations that were given on a specific date month or year It is also where you would enter a new donation record or to edit an existing record Because Donations have a secure audit trail only descriptive information and taxable status of distributions can be modified e Analysis This screen gives you the ability to view your donations information in a variety of graphs with several different options Marking Records Marking records is a way to narrow down the list of Donations in order to group them in some way or for displaying graphs in the Analysis tab view Show All B Fiscal Years B Double click dates to view donations Command click to mark
86. bels per record drop down list This control lets you print more than one copy of each label If you print more than one copy PeoplePower prints the copies consecutively rather than making copies of the label pages e Standard Code drop down list Unused e Method to apply Unused e Apply Once radio buttons Unused e File buttons These buttons provide options for page setup printing saving and loading label designs PeoplePower User s Manual Reports Saving and Loading Label Designs To save a label design for future use click the Save button and enter the desired name and location in the dialog box We recommend that you indicate the type of label People Family or Giving Unit as well as the overall layout e g 1 x 3 for easy reference If you are saving changes to an existing label design you can replace the old design by typing the old name exactly You will be asked to confirm that you want to replace the old label Any label design that you create will automatically show up in the Label Options screen the next time you choose the Label report in PeoplePower as long as you place it in the same directory as PeoplePower To load an existing design either to make modifications or to use it as the starting point for another design click the Load button and select the desired label design from the dialog box PeoplePower User s Manual 8 59 Reports 8 60 PeoplePower User s Manual Passwords Chapter 9 Pas
87. both current and historical group or notate individuals to be included in mailings receive certain keys hobbies interests talents etc and record important dates Donations a complete tabular and graphical history of donations grouped by day month or year Pledges a complete history of pledges Contacts a complete history of contacts and follow up dates with customizable categories contacts can be private public or privileged Notes unlimited general purpose notes notes can be private public or privileged The buttons along the top of the People screen can be used from any of the six tabs ta New w fi Delete Q Search amp Report b Send Letter Help New creates a new record The black down arrow indicates there is a fixed choice list By clicking on it you must choose to enter a New Person or New Family Member New Family Member allows you to enter new family members for an existing family without having to retype the information in each individual record Delete delete an existing record NOTE PeoplePower is designed to keep information indefinitely for historical tracking There is no need to delete a person unless that person never had an association with your organization If a person dies simply uncheck the living check box and enter the date of death If the person leaves your organization create a new membership status for him e g inactive or past members You will not be able t
88. ctivity Info This tab contains information about the activity itself activity name description meeting time and meeting place You can also indicate that an activity is no longer being used and if attendance in the activity should be used to update the Last and First Attended dates event in the People module e Participation This tab allows you to add modify and delete participants in the activity From a pop up menu you can choose to view current participants all people who have been a part of the activity at some time or search for specific participants based on any of the information in PeoplePower e Attendance This tab allows you to record attendance It also summarizes the attendance for all of the meetings for which attendance has been recorded e Analysis This tab shows graphs where you can analyze attendance Total or average attendance can be view by day month or year e The menu along the top of the Activities screen are Activities 79 of 79 ff Delete Q Search Report Help e New produces a pop up menu which allows you to add a new activity at any level within the heirarchy of activities opens the search editor screen used to search for activities based upon any of the data in PeoplePower prints pre defined and custom reports e g directories labels attendance sheets giving statements etc a e opens the context sensitive help screen e Delete deletes an existing activit
89. d J Wright Stephanie C 7 6 PeoplePower User s Manual Finding Records 5 Simple choice list Let s start a new search and search for those who are married Click on Marital Status comparison pop up menu and choose is fr Family Relation doesn t matter 4 Marital Status rs is not Anniversary is blank Spouse is not blank Choose married from the simple choice list that appears amily Relation doesn t matter MA divorced Marital Status i separated Anniversary p single Spouse unknown widow er E mail Click on the plus button to add it to the list of search criteria S amp f Save Load Marital Status is married Finally click on the Find button to search for the records Where to look In Database B What to do Replace Selection B Cancel rina Here are all the people who are married PeoplePower User s Manual 7 7 Finding Records view find Command click to mark Adams Linda L Alexander Gary Alexander Karen Alexander Leah C Alexander Tyrone Allard Geneva J Allard James R Allen Don W Allen Joana E Almanza Guadalupe Almanza Roberto Anderson George M Anderson Jan lw bein 6 Multi choice list Let s add to the above search those who are members From the Find people based on pop up menu select Membership Groups Events AAA OS UA HR m Personal Information Address In
90. d by the Pastor people who were contacted last month people whose follow up contact was last week people whose notes contained certain information etc When you make your selection the screen will reflect the appropriate information options Sample Searches Suppose you are in the People module and you want to find people whose last name begins with W Click on the comparison pop up next to Last First Name and choose starts with AERE doesn t matter i contains Last First Name ry Title ends with k is Gender is not Born ry doesn t contain 7 2 PeoplePower User s Manual Finding Records In the text field that appears type the letter W Last First Name FS starts with PA Click on the button to add it to the list of search criteria Sg f Save Load ee Oo ee Last First Name starts with W a Finally click on the Find button to search for the records Where to look In Database B What to do Replace Selection A Voila Here are all the people whose last name begins with W view B find Walker Charlene Command click to mark Walker Richard G Jr Waller George W Walls Parrish Walls Patrice Walters Dayna Ward Chip Warner John R Warner Shirley M Warning Edith P Watson Sharon O There are six types of information upon which you can search For each type the contents of the comparison menu are somewhat different 1 Text This type was used
91. d contact see Chapter 9 Creating a Group Hierarchy and Assigning Users to Groups for more information about password groups You may choose to view all contacts all contacts you are allowed to view or narrow down the list by choosing another specific view all my contacts or my private contacts etc from the view pop up menu e808 People 1039 of 1039 ta New w j Delete i Q Search amp Report Eb Send Letter Help view Show all EE A Info Organization I Donations Pledges f Contacts Notes find Mr John M Doe Il Command click to mark Dennis Lorin view All Contacts Desbrow Arthur N Dibbern Gertrude G amp Date Follow up Type Subject Diggs Devan Tyron 01 19 2001 00 00 00 Visit to answer questions regarding his f Dimas Johnnie 07 20 2000 08 10 2000 Phone invited John to church Discher Jane 06 22 2000 00 00 00 Letter informational letter re upcoming ev Discher Richard a 05 22 2000 00 00 00 Phone invited John to lunch Dobos Kalman Doe James Doe Jane Elizabeth Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave 2 22 PeoplePower User s Manual People Adding A New Contact To ADD a new contact click on the button 6 6 0 Entry for Contact Doe John M I Viewability Public ki
92. d decrease the margins Because some printers use portions of the margin to hold the label sheet in place the printer may not take the full margins into account when printing your labels In this case you may need to adjust the margin settings so the label text is properly centered in each label Since the printer uses part of the margins the printer begins measuring the margins from a point that is not precisely at the edge of the label paper When the labels are printed the label text may appear skewed to the right or to the bottom of the label paper To compensate for this lost margin space you can use negative numbers in some of the margin boxes When placed in the Right margin box negative numbers pull the label text to the right When entered in the Top margin box negative numbers pull the label text toward the top of the page Note As a rule using a negative number in a margin box moves the label text toward the margin you are setting e Automatic Resizing If Automatic Resizing is checked the values in the Label Width and Label Height entry areas are set automatically e Horizontal Gap This area controls the amount of space between label columns e Vertical Gap This area controls the amount of space between label rows e Unit drop down list This drop down list allows you to change the units in which you specify your label and label page measurements You can use pixels millimeters centimeters or inches e La
93. document in the text area If the document on which you are working is not saved a dialog is presented to give you an option to save that document first 11 2 PeoplePower User s Manual Word Processor e Open Presents the standard Open file dialog box that lets you open a document saved on disk e Save Saves the current document to a disk If the current document was never saved the Save menu command is grayed e Save as Displays the standard Save file dialog box for saving a document to a disk e Save as Template Saves the current document as a template All formatting and any text in the document are saved to a file in the PeoplePower folder The template is automatically used for new documents There are four distinct templates in PeoplePower 1 Contacts both People and Giving Units 2 People Notes 3 Activity Meeting Notes and 4 Form letters including form letters letter templates and directory templates PeoplePower also allows you to create any number of custom templates that you can save with your data These are chosen from the Use menu beneath the word processor area For more information about using custom templates see Creating and Using Custom Templates on page Preferences Displays the Document Preferences dialog This dialog box lets you to set document preferences such as ruler units header and footer options binding options widow and orphan control and the selection of the spell checker Fo
94. donation given toward each fund Click the button to add funds and click the button to remove funds Type in the amount for each fund If the distribution is taxable click 5 6 PeoplePower User s Manual Donations the check box at the left of the line The total of all of the distributions is calculated below the list This amount must match the total donation amount before you can save the donation Click the Save button when finished The donation will appear in the list of donations at the top of the screen Modifying Donations The only information that can be changed for a donation are the donation description and the distribution descriptions If an error has been made in any other field you must click in the Void box to void the entire record so that you can re enter the correct information on that individual Analysis Tab The Analysis screen gives you the ability to view your donations information in a variety of graphs 0 99 Donations 9590 of 9590 ts New Save Cancel Q Search By Report Send Letter 2 Help view Show All Ei Donations ff Analysis Fiscal Years Double click dates to view donations Analysis Type Yearly Donations f Options Command click to mark Analyze the marked Years f Refresh Graph 1000 Yearly Donations 1994 All Funds 140 000 2003 130 000 4 wo4 SESS wo wo uo Aug 08 01 2003 120 000 f Print Graph J e Analysis Type lets you decide how you want to l
95. e A Loading a Search The next time you need to search for current active members click on the load button 4 Save VO Load N Select the search and press the load button It will automatically fill in the criteria for that particular search in the Search Definition List Then click Find to complete the search 7 12 PeoplePower User s Manual Finding Records Load Search Menu Search Description y All Members All Non members f Delete f Done Xf Edt E von Adding a Search to the View Menu If this search is one that will be needed often you may wish to add it to the View pop up menu located at the top left in all of the Modules Following the above example when you are in the process of saving your search for active members click in the box add to view menu Press Save This will save the search criteria and add the search to the View pop up menu PeoplePower User s Manual 7 13 Finding Records Save Search Search Singles Group Description Singles 25 yrs and older f Cancel save By selecting the search from the View menu the search will automatically the selection will appear in the list field below it Searches activated from the View pop up menu always replace the list with the begin and results of the search view find Comm Show all m Membership gt i Mr Amber A Activities b i eee a Events pil Custom Se
96. e below the number corresponds to the choir robe and choir folder number that the person uses You can also add any notes in the note field PeoplePower User s Manual 3 7 Activities Entry for Activity Choir Name Doe Jane Elizabeth Position Participant z Date Started May 1 2002 z Date Ended 00 00 00 z Hours Week 2 Number 30 Notes 9 2 gt 2d 7 Cancel Save h Ending a Person s Involvement in an Activity To End a person s activity double click on the person s name in the participation and enter the end date Ending Involvement of Several People from an Activity at once To end the involvement of several people from an activity at the same time first mark the individuals in the list of participants by clicking in the v column Choose End Participation from the Participants Menu All of the marked people will show the end date that you enter here and any notes you previously had for the participant s activity will be replaced by the notes you enter here 3 8 PeoplePower User s Manual Activities End Participation Choir End Date 08 22 03 Jl Notes Participants Russo Martha J Schilke Kathryn P Hochheimer Waltraud H Kirksey Shakana 9 cancel f OK N Deleting a Person from an Activity Do not delete a person from an activity unless he or she was entered in error see Ending a Person s Involvement in an Activity above To delete an p
97. e information e Send as individual emails this will send a separate email to each person or family e Show combined recipient list send as To this will put all of the email addresses together into the To section of the email Each recipient will be able to see every other recipient s email address Your email provider may limit the number of recipients that a single email can be sent to e Hide combined recipient list send as BCC this will put all of the email addresses together into the BCC section of the email The recipients will not be able to see each other s email address Your email provider may limit the number of recipients that a single email can be sent to e Send a copy to this email address will be placed in the CC section of the email By default this is the same address you set up in Preferences This is useful so that you can send a copy of the emails to yourself so that you can see them in your regular email program Regular Letter Options If you are printing or emailing a regular letter not a form letter the following window will appear PeoplePower User s Manual 2 31 People Send only one letter per family v Save a copy with each recipient s record Vv Update Conatct Date amp Time 73 J Freeze database references v Send via Email when possible I Send as individual emails O Show combined recipient list send as To o Hide combined recipient list send as Bcc Se
98. e pop up menu Select Member from the Membership Status pop up menu Click the Options button enter the dates 12 1 1993 05 31 1999 and click OK The graph analysis will appear If you would like to print this graph press the print graph button PeoplePower User s Manual 3 15 Activities 009 Activities 78 of 78 h Neww E save 3 Cancel fi Delete Q search B Report 2 Help view Show All Activity Info Participation Meetings amp Attendance nal T a i Worship Service find Worship Service Command click to mark i Congregation Hi Analysis Type Average Attendance by Month Elder Board Br 7 Financial Secretary Membership Status All Print Graph Church Clerk H3 Treasurer Average Attendance by Month for Worship Service Worship Service I3 membership status All Sound System Van Driver Unused 20 s0 70 60 50 40 z0 20 10 12 01 1993 12 01 1995 12 01 1997 12 01 1992 12 01 1994 12 01 1996 12 01 1998 3 16 PeoplePower User s Manual Giving Units Chapter 4 Giving Units Overview The Giving Units Module keeps track of which people make Donations or Pledges Donations and Pledges are made by Giving Units one or more people giving as one instead of individuals You don t have to decide which family member is considered to have made a donation when in fact the entire family gave as one To ensure a secure audit trail the peo
99. e saved searches Selecting an item instantly performs the search without having to open the Search Screen To find out more about searches see Chapter 7 on Finding Records When generating searches or reports the contents of the list of names is referred to as the current selection The View pop up menu that is on all main module screens also automatically includes searches for all categories of current membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once 5 2 PeoplePower User s Manual Donations Activities gt member Groups gt inactive Events gt member na Custom Searches b Non members attender visitor friend Unknown In the sample above Members is the parent and member inactive member non attending are the subitems e fiscal calendar where you can choose either fiscal years or calendar years Some organizations use one or the other and some have changed over from one to the other This option gives you the flexibility to view your records either way The buttons along the top of the Donations screen can be used from both the donations and analysis tabs 0080 Donations 9594 of 9594 ts New E Save Cancel Search By Report Send Letter Help e New creates a new donations record e Save saves any changes you have made to the record and returns to the view mode The red edit box disappears indic
100. e word processor area In addition to static text you can include dynamic references to your data You can choose a Template as a starting point for your note or choose a Form Letter to send out as is For information on how to use the Word Processor insert dynamic references and how to use Templates and Form Letters see Chapter 11 As you are composing your note you can click the Save button to save your changes When finished press the Done button To print the note choose Print from the word processor s File menu Deleting a Note ij To delete a note click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the note Modifying People Records 2 26 To change personal information for an individual or information for family click in the appropriate field in the Info tab The appropriate entry screen will appear where you can make the necessary changes To change information in one of the lists e g activities groups membership etc double click the desired line to bring up the entry window for that item and make the change Some changes can be grouped together and changed all at once Some of these modifications will be discussed in this section in more detail Changing an Address If the change of address affects the entire family select from the List of Names one of the family members Click on the Address field in the Info Tab and enter t
101. ecause of this it will not work with AOL accounts since they do not allow mail to be sent via SMTP e Contacts now have a subject field e Contacts can be locked by the creator of the contacts so that other users who are allowed to view them can not make changes In addition individual users can be given the ability to lock and unlock other user s contacts that they have access to e Contacts can be in the form of Form Letters Form letters are pre defined letters that can be sent to individuals or families Once sent 1 7 PeoplePower User s Manual Getting Started form letters cannot be changed Typical uses would be visitor letters and letters acknowledging donations Any number of custom form letters can be created and they can incorporate data fields e g salutation and address Contacts can be based on Templates Templates are pre defined starting points for letters Typically they will consists of such items as Date Address and Salutation Any number of custom templates can be created e Notes Notes now use the integrated word processor for full control over layout and formatting Notes now have a subject field Notes can be locked by the creator of the notes so that other users who are allowed to view them can not make changes In addition individual users can be given the ability to lock and unlock other user s notes that they have access to e Mail Merges and Email Merges e The integrated word processor all
102. eople Adding an Event for Several People at Once To ADD an event for several people at once choose Add to Event from the Selection Menu In the window that appears choose the source the event and the date of the event The choices for Source relate to the List of Names Selection refers to all those names that currently appear in the List_ of Names Marked Records refers to only those individuals who have a check mark next to their names in the List and Unmarked Records are those who do not have a check mark next to their names in the List See the section on Marking Records for more information You may also enter notes about the event specific for the people you are adding When you press the Save button all of the chosen people will be part of the event Add to Date Source Marked Records Event Baptism toes Date 12 20 01 Notes yz A Cancel Save Donations Tab In the Donations tab you can view all of a person s donations To enter donations you must use the Donations module see chapter 5 If the current user does not have password access to donations the donations tab will not be selectable Click the appropriate radio button to view donations for the Current Fiscal Year or for All records The total amount donated is shown for the donations you are viewing You may choose to summarize the donations by days months or years from the Interval pop up menu You may wish to view all funds or v
103. eoplePower you can search for records in all five Modules The Search window looks the same no matter where you are however the result of your searches will be different If you are in the People Module the searches you do will return people If you are in the Donations Module the searches that you do will return donations and so on To access the search window click the button at the top of the module screen you are viewing or select Search from the Selection menu In the example below the search was activated from the People Module accordingly the heading on this window is titled People Search People Search Find People based on v Personal Information H Save X Load Address Information i Membership Groups Events Activities Attendance Meetings Last First Name 3 doesn t ma Title doesn t ma Donations Gender doesn t ma Pledges l Contacts Notes Born ry doesn t Ma wrap ID doesn t matter xa Family Relation doesn t matter rey Marital Status doesn t matter 3 Anniversary doesn t matter ry Spouse doesn t matter 3 E mail doesn t matter 3 Email Listing doesn t matter Any phone ry doesn t matter T Extension Listing t Notes Where to look In Database B What to do Replace Selection 2 Cancel Find The information for selecting your search criteria is grouped together similarly to how it is grouped in the People M
104. er User s Manual 8 33 Reports Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Forest Park Baptist Church aI Jul 9 2001 Ede Avenus List of Activities Forest Park Illinois 60130 708 366 5091 1 59 PM Alphabetical Page 1 No Updates Longer Last Used Attend Activity Description 143 House Committee 4 s and 5 s Ad Hoc Committees Adult Ministries Committee Baptismal Assistant Baptismal Robe Committee Buildings amp Grounds Committee Children s Choir Children s Church Choir Choir Director Christian Education Board Christian Education Committee Church Clerk Church Secretary College amp Career Congregation Counseling Center Committee Deacon Board This sample Activity List report had Alphabetical order selected and included activities no longer being used 8 34 PeoplePower User s Manual Forest Park Baptist Church ig 365 en ene List of Activities Forest Park Illinois 60130 708 366 5091 No Updates Longer Last m Used Attend Activity Reports Jul 9 2001 2 04 PM Page 1 Description Congregation Elder Board Ad Hoc Committees Baptismal
105. er purchasing PeoplePower you will receive a unique registration code by email that is tied to the name of your organization To register PeoplePower choose Register from the File menu Registration Organization name 1st Baptist Church of Smallville Registration key BEGIN REGISTRATION KEY AQEAAE2 lyj C6mifhgsV o2tQDKNNAdrixJUSZIF OwJG12ZFgBVpm4yOFhSdDB7gwTrfLz1YdGTR VU6 xKBiaxd2 102KRZ5TJ mOOSuKzNvBZ7a69C2M 2vDuTfiN 1SsrtfV Dx GqwqQ2ULIjEBKQUHtR13 1 BI m E M P3IrNCdzqF7 DfEiwgcO END REGISTRATION KEY 4 Cancel Register 1 5 PeoplePower User s Manual Getting Started 1 6 Enter the name of your organization exactly the same as when you purchased PeoplePower Open your registration email select the entire registration key including the BEGIN and END portions and select Copy from your email program s Edit menu Switch to PeoplePower and Paste the registration key from PeoplePower s Edit menu Click the Register button to complete the registration If your registration is not accepted verify the spelling including capitalizations of your organization s name It must match the spelling that you gave when you purchased PeoplePower It will also be contained in your registration email Getting Help PeoplePower has comprehensive context sensitve help available from any screen by clicking on the button You can also access the help system from the Help menu or by pressing the
106. erson from an activity select the name in the list of participants and click the button You will be asked to confirm that you wish to delete the individual Attendance Graph If attendance has been entered you can view a graph of attendance for an individual Select the individual in the list of participants and click the attendance graph button PeoplePower User s Manual 3 9 Activities 3 10 Attendance Graph 0 Choir Attendance for Jones Connie M 12 04 1995 12 04 1996 12 04 1997 12 04 1998 12 04 1999 12 04 00 12 04 01 12 04 02 PeoplePower User s Manual Activities Meetings amp Attendance Tab This tab allows you to record attendance It also summarizes the attendance for all of the meetings for which attendance has been recorded into total known and unknown Some activities might take attendance by having people fill out an attendance card such as at a worship service Some people might attend but not fill out a card Those people would be considered as unknown known would be those who did fill out a card Those two categories added together give you the Total 0090 Activities 78 of 78 i Neww E Save 2 Cancel M Delete A Search Report 2 Help view Show All m Activity Info Participation Analysis find Worship Service i x Worship Service ommand click to mar Congregation A Show All B M gessi Attendance b Standing Committees b Ad Hoc Co
107. essing the Attendance Graph button By default only current activities are displayed An activity is current if the end date is in future or is left undefined 00 00 00 To view the complete activity history for an individual choose ALL from the pop up menu Adding a Person to an Activity To ADD a new activity for an individual click the button The Entry for Activity window will then appear 2 14 PeoplePower User s Manual People o Entry for Activity Doe John M Il Activity Choir fe Position Participant z Date Started19 1 2001 Date Ended 00 00 00 Hours Week ol Number 0 Notes F f cane Save h D S re Choice lists are given for the activity and the position a person holds within the activity To end an individual s involvement in an activity don t delete it rather enter the date ended If the end date is known in advance you may enter it otherwise leave it undefined 00 00 00 You can also indicate the average hours per week that the individual spends in the activity and any notes Adding Several People to an Activity at Once Add to Activity Source Marked Records B Add to Choir Position Participant z Date Effective 00 00 00 Hours Week 0 Notes PeoplePower User s Manual 2 15 People To ADD several people to a particular activity at once choose Add to Activity from the Selection Menu Fill in the information the same way you
108. ey Macintosh or the Enter key above the shift key Windows to view the record The Giving Units module is organized into four tabs e Info giving unit name address information and the people that are part of the giving unit e Donations a complete history of the giving unit s donations summarized by days months or years e Pledges a complete history of the giving unit s pledges e Contacts Several buttons are located at the top of the Giving Unit Module PeoplePower User s Manual Giving Units 00909 Giving Units 292 of 292 ta New Ini Delete Q Search B amp Report Send Letter Help e New creates a new Giving Unit record e Save saves any changes you have made to the record and returns to the view mode The red edit box disappears indicating you are no longer in the edit mode Pressing the Enter button on the numeric keypad is the same as clicking on the Save button e Cancel returns to the view mode and cancels any changes you may have made e Delete deletes an existing Giving Unit record NOTE PeoplePower is designed to keep information indefinitely for historical tracking You cannot delete a Giving Unit unless that Giving Unit never made a donation or pledge to your organization opens the search editor screen used to search for Giving Units based upon any of the data in PeoplePower prints pre defined and custom reports e g directories labels attendance s
109. f the Contact or Note window PeoplePower User s Manual 11 21 Word Processor 6 6 6 Entry for Contact Doe John M II Viewability Public B Type Letter Eg Contacted By Designer C Locked D pD engage Date Wed Aug 27 2003 v Time 9 13PM Follow Up 00 00 00 z Subject Visitor Letter Edit View Insert Style Colors Paragraph Format Tools 7 New York 1l 1 BZU i raria Bet ehe re Fer Gere Per eBer Der dO ide i 42 142 ihidde i 45i 1 de eT 48 49 a Contact Contact Date Long Peo ple Mailing Label Dear People Salutation Sincerely Jonathon Edwards Pastor Y I Page 1 1 1 Line 8 Col 1 NUM EaPs Use Lm oS Con SERRNENEN b New Template Form Letters Edit Templates New Template VBS Follow up The above screen shows the dynamic reference names You can now fill in the body of the letter When finished you can print it or email it by clicking the Send Print button To toggle between viewing the reference names and underlying values choose References from the word processor s View menu The screen below shows the values 11 22 PeoplePower User s Manual Word Processor ooo Entry for Contact Doe John M II Viewability Public B Type Letter Contacted By Designer 1 Locked Date Wed Aug 27 2003 v Time 9 13 PM Follow Up 00 00 00 z Subject Visitor Letter File Edit
110. formation Find People based on PACOTE CNA nT EE Activities Attendance Meetings w rship _ Donations farre Pledges doesn t matter 9 Contacts Notes TY Click on is any of from the Membership Status pop up menu Then from the multi choice list open up Members by clicking to the left Membership Status is any of member inactive member na Non members Unknown Press the command click Macintosh or control click to mark member inactive and member non attending 7 8 PeoplePower User s Manual Finding Records Membership Status is any of ET Members 4 member F v inactive after v member before P Non mem inthe period Unknown in the year in the month of unknown When ry Notice the two pop up menus below the membership list The first one defaults to When answering the question when were the people you are searching for members Since we are looking for all current members select currently from the comparison menu Click on the button to add it to the list of search criteria EN F Save gt C Load Marital Status is married a Status is any of inactive member 0 member na When currently 00 00 00 Finally click on the find button to search for the records Where to look In Database B What to do Replace Selection m Cc Fea Here are all the people who are married and
111. from the Macintosh version so if you are using Windows the screens will look a little different The differences are very minor and affect only the look of menus buttons and hierarchical lists since PeoplePower User s Manual Getting Started PeoplePower automatically adapts itself to the look of the platform you are working on As an example here is the way the Activities screen looks on Windows 2000 and on Macintosh OS X x Activities 78 of 78 E x h New w 2 Save aX cancel n Delete Q Search B Report Help view Show All Activity Info Participation Meetings amp Attendance Analysis find Choir Control click to mark Choir Current Participants Congregation Elder Board Standing Committees Ad Hoc Committees gt View Attendance Graph Participant Position Date Started Date Ended Russo Martha J Participant 00 00 00 00 00 00 Hrs Pastor Prestler Betty J president 00 00 00 00 00 00 d Secretary Schilke Kathryn P Participant 00 00 00 00 00 00 c Leer Hochheimer Waltraud H Participant 00 00 00 00 00 00 Re Jones Connie M Participant 00 00 00 00 00 00 Prayer Team Mehlhaff Laverna L Participant 00 00 00 00 00 00 Organist Wright Richard J Participant 09 01 1988 00 00 00 Deacon of Christian Educ 1 Wright Stephanie C Participant 09 01 1988 00 00 00 Deaco
112. hat a single email can be sent to e Send a copy to this email address will be placed in the CC section of the email By default this is the same address you set up in Preferences This is useful so that you can send a copy of the emails to yourself so that you can see them in your regular email program Regular Letter Options If you are printing or emailing a regular letter not a form letter the following window will appear 4 12 PeoplePower User s Manual Giving Units Send Letter Options v Save a copy with each Giving Unit s record v Update Conatct Date amp Time am Freeze database references v Send via Email when possible Send as individual emails Hide combined recipient list send as Bcc Send a copy to r Cc Cancel 3 Send Print E The email options are the same as for Form Letters detailed in the previous section In addition the following options are available e Save a copy with each Giving Unit s record this will place a copy of the letter with each Giving Unit s Contacts If you do not select this option the letters will be sent or printed but PeoplePower will not save any copies and you will not be able to search for information in the letter or view it later on e Update Contact Date amp Time this will update the Date and Time of the contact to the moment that you send it e Freeze database references this will convert all dynamic references to static text
113. he contents of the sub list Click on the desired value to highlight it and press the Select button or press the Return key Macintosh or Enter key located above the Shift key Windows For more information on Choice Lists see Chapter 10 PeoplePower User s Manual People Entering People Records To enter a new record click on the New button at the top left of the People screen You must choose New Person or New Family Member A blank record will appear There are three tabs To move from one field to the next use the tab key To move to the previous field hold the shift key down while pressing the tab key After you have finished entering all pertinent information click the Save button Personal Tab Personal Information o Information for Mr John M Doe II John f Personal Address j Membership ID 2191 First John Middle M Last Doe Suffix II Title Mr Salutation John Gender male z Maiden Na Born OS 1967 Birth Year 1967 W Living Died 00 00 00 Family Relation head of household Marital Status married Spouse Jane Anniversary May 1 1988 E Mail john doerayme com 3 Unlisted Personal Phones Number 708 555 3215 111 708 555 9999 e First the person s first name e Middle the person s middle name or initial e Last the person s last name e Suffix Jr Sr I II III etc PeoplePower User s Manual 2 7 People 2 8 e Title Dr
114. he new information for phone number and for address Information changed will apply to all family members The names of the family members are shown in the Family Members list on the Info Tab Change Families To move this person into a new or existing Family enter the Family Phone and Family Name then click OK Family Phone 555 123 4566 zz Family Name Doe Vv Keep this person s address 4 Cancel 3 f OK N PeoplePower User s Manual People If only one family member is moving to a new address click the Move This Person To Another Family button and enter the Family Phone and Family Name This allows you to change the person s address when he or she moves away move a person to a new family even though he continues to live at the same address so that he or she can receive separate family mailings e g when a child becomes an adult but continues to live at home or add the person to an existing family e g if he or she gets married If the person will continue to live at the same address check the box Keep This Person s Address When you click the OK button PeoplePower will separate the person into the new family If the family name and family phone are shared by more than one family a screen will appear allowing you to choose the desired family Changing Marital Status To change the marital status open the individual s record from the List of Names Click on the marital status field The appropr
115. heets giving statements etc allows you to type a letter in a word processing document that can be sent to an individual or a group of individuals from within PeoplePower 9 e opens the context sensitive help screen The List of Giving Units The names of all people in the current selection When you first enter the Giving Units module this list contains all Giving Units If you search for records this list will contain the names of all Giving Units found by the search To view a Giving Units record use the mouse to click on the name in the list PeoplePower User s Manual 4 3 Giving Units 4 4 view Show All m find Doe John M Command click to mark Cairo Charles Cairo Jane Cairo Joel amp Eileen Cannon Rose Mary Capellan Jose Sr Clark Mary Beth 0 Clarke Edna M Cochran Bertha Cokenis Merle Collins Janice Combs Peggy Coppolino Michael amp Taryn Cox Deborah Cox Ruth DaCosta Lucile Darling Lola Davis Diane Davis Laura DeMilio Jeffrey and Tanya DeMilio Jinny L DeMilio Robert and Jinny DeMilio Robert L DeMilio Rocco amp Ruth Dibbern Gertrude Masan Mak aunt M A quick way to find a specific record especially when the List of Giving Units becomes large is to type the last name of the individual in the find text box located just above the List of Giving Units When you begin typing the name it will instantly scroll the list to the cl
116. hen click on the in button You will get a message asking you to confirm that you wish to delete the record PeoplePower User s Manual 2 13 People 000 People 1039 of 1039 ta New w i fi Delete Q Search E Report B Send Letter Help view Show all B j Info f Organization Donations Pledges Contacts Notes n t find Doe John M II Mr John M Doe Il Command click to mark Dennis Lorin Desbrow Arthur N Dibbern Gertrude G Diggs Devan Tyron Dimas Johnnie Discher Jane Discher Richard Dobos Kalman Doe James Doe Jane Elizabeth f Attendance Position Start End Hrs Week Z Participant 09 01 2001 00 00 00 Participant 10 01 1999 00 00 00 Van Committee Participant 01 01 2000 00 00 00 Worship Service Participant 05 01 1996 00 00 00 I I Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Group Date Dorn Mae Helen Birthday Letter 12 20 2001 Dorn Queen Include in Directory 01 07 2001 News Letter 01 14 2001 Douglas Louise Dowse Scott sample group 01 23 2001 total SII Doyle Carmen Doyle Joseph P Drake Dave An activity is an historical record Dates started and ended are maintained and attendance can be tracked for each activity An Attendance Graph can be viewed by selecting an activity and pr
117. hnnie Discher Jane Discher Richard 0 Dobos Kalman Doe James Doe Jane Elizabeth Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave 2 24 PeoplePower User s Manual People Adding a New Note To add a note click on the button and type the information in the text box below oooQ0 Entry for Notes Doe John M Il Viewability Public B C Locked Subject Directions to John s house f 5 File Edit Yiew Insert Style Colors Paragraph Format Tools Normal Ral New York hal 12 1 BZU E ExI 1 102 712 1047 0 5 1 6 077 0 8 2 9141071 41 0 42 1181 14 1 ee ee ee p B Directions to John s house Go over the river and through the woods Turn left at Grandmother s house Pagel 1 1 Line 4 Col 7 NUM EAPS Created By Designer f Done Save Assign the note to a category from the Viewability pop up menu To Lock the Note from changes click the Locked check box A Locked Note can be still be viewed by anyone with sufficient privileges but they will not be able to change it unless they have the Unlock Contacts and Notes privileged assigned to them in Password Maintenance see chapter 9 for more information PeoplePower User s Manual 2 25 People Enter the details of the Note in th
118. iate entry screen will appear Open the choice list and make your selection If the person is changing from single to married enter the Spouse name and the Anniversary date if known in both husband s and wife s records Changing marital status may involve a change in address as mentioned above It may also involve a change in last name family name and mailing name Changing Membership Status Membership status changes can be done individually or as a group For individual changes open the record of the individual whose membership status is being changed from the List of Names Click on the membership status field The appropriate entry screen will appear Type in the new status or select the new status from the choice list Enter the effective date and reason for the change in the Entry for Membership window and click Save Changing Membership Status for a Group of People If there are a group of individuals that are together changing from one status to another and for the same reason this can be done all at once From the List of Names mark the records of the individuals whose status is being changed Select Change Current Membership from the Selection menu PeoplePower User s Manual 2 27 People Change Current Membership Source Marked Records Status friend Begin 06 01 03 4 wis Reason newspaper ad Notes ee Cancel Save The source should be Marked Records because those whose membership s
119. ic text drawing graphic objects using the graphics tools in the toolbar and pasting graphics from the Clipboard You can edit the label by distributing moving resizing layering and aligning objects With the Object Look and Text attribute areas you can control the font attributes foreground and background colors fill patterns and borders of individual objects The Label Preview area shows the approximate size and shape of the selected label Before adding elements to the label you may want to specify your label paper and label dimensions using the Layout page For information see the section Specifying the Label Layout below To create a label 1 Drag the first field you want to display in the label from the Fields list to the Label Preview area If the field is in a related table expand the relating field to display the fields in the related table Your field is added to the Label Preview area Selection handles indicate that it is selected e Pers onnel FirstH ame LJ 2 If you want to concatenate a field to this field drag the new field from the Field list to the existing field This will add the field to the same line You can also vertically concatenate a field by holding down the shift key while you drag This is recommended for the address field since it can be several lines long In this way the city state and zip will always be immediately below the street address Otherwise continue dragging fields to the
120. ies borra e eb NE 1 9 REPOS s coco EY ERE PADPFURATETIA MEINEA FU A RDRVUNDeEeUEUNDHERNFRERRSUHENRDERIA DRM NEP EVER UE 1 9 Chapter 2 People Lc eee eeriirueeuu ean enun a 2 1 lau i t EET 2 1 Ihe List of Mares uoces eiie rie ikoinRDac tek Ern enER o rir Prkp xe zx Ea ERE EDS EEE 2 3 Marking RECOPA Sissin X ERA RA FOE AX Edd AE aU L4 ERR CURA E LER ARRA A OR A 2 4 CHOICE LISTS oni cca ET 2 5 Entering People ROCcOFtisi siii unti iara aaia late Hoa V bui dd Edu da bi 2 7 Personal Tab Personal Information ics oxcuxaziakoer iine rie od Yu 4a ba ea E ER 2 7 Address Tab Family and Address Information eeeseeeeeeeeee 2 8 Membership Es PETERE PIU 2 11 Entering Membership InformoalLlori isssiin suce ta toht RR hen hei ART rxE 2 12 Deleting a Membership SUatkls eiucoe dac ep iio da ia hoaia PIS 4 a 2 13 Organization Tabs eicit cnsae n E QUSRNREERISINA RE NEAIS RAN RRTRTNEPUNEAKRATEN MAIER 2 13 Adding a Person ta am ACEVIEV ice iesso ope eriti phare ea Ye Perna 2 14 Adding Several People to an Activity at Once ssesse 2 15 Deleting am ACHVIOY POTE IIT 2 16 Adding d Person to a GUDUD xi rose ead eroe EXER ER ke OG X RE rona E d 2 16 Adding Several People to a Group at Once ccsaassie cix nackte 2 17 Entering EVents iis eee te oxide Rae E E ERE 2 18 Adding an Event for Several People at Once eeese 2 19 Donations TaD cist isiwscriiectercoceetenidurdrmies x Ska
121. iew a specific fund by choosing from the fund pop up menu Below the list of donations is a graph that reflects the donations you are currently viewing PeoplePower User s Manual 2 19 People eoe People 1039 of 1039 a New w i T Delete i Q Search E Report zs Send Letter Help view Show all B Organization f Donatie Pledges Mr John M Doe Il Command click to mark Dennis Lorin a interval Months Desbrow Arthur N EF Current FY All total 200 00 All Funds Dibbern Gertrude G EI 9 200 00 fund All Funds Diggs Devan Tyron Giving Unit Month Amount Dimas Johnnie Doe John M II 07 01 2003 200 00 Discher Jane EI Discher Richard Dobos Kalman Doe James Doe Jane Elizabeth Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen E Doyle Joseph P LI 07 01 02 Drake Dave 07 02 03 E E f H E E E E E DL E i E E E E t H E E E E E E E p E E E f E E f E p E E E E E E E E E E 2 20 PeoplePower User s Manual People Pledges Tab Like the Donations Tab the P
122. ily Reports but can be printed for audit purposes e Void Description the reason for voiding the donation This is only available if the Void box is checked e Name amp Address box contains the name and address of the Giving Units for confirmation e List of Distributions lists how the donation is distributed among various funds PeoplePower User s Manual 5 5 Donations 0900 Donations 9594 of 9594 New ol Save X Cancel Q Search amp Report 3 Send Letter Help Fiscal Years Wi LILILILD l llq C T T IX Doubled ioci Giving Unit V Date Amount Description ORS REIRSON CORREO SE cmith Johnny 07 13 2003 300 90 regular offerings Command click to mark zc 07 13 62 Eguiar offerings 200 i i i 07 13 2003 regular offerings 1000 Wright Richard and Ste 07 13 2003 560 00 regular offerings 1994 Willin William 07 25 2003 30 00 regular offering Ld 1995 Wright Richard and Ste 07 25 2003 420 00 regular offering b 1996 Bolder Gary amp Dora 07 25 2003 100 00 regular offering b 1997 Willin William V 07 25 2003 20 00 regular offering b 1998 Steger Art and Irma 07 25 2003 45 00 regular offering 1999 gt 2000 2001 Date Sun Jul 13 2003 Amount 200 00 i 2002 y 2003 Name Doe John M Il Doe John M Il ul iption i hie Description regular offerings EEE 08 01 2003 O Void Anytown Illinois 12
123. in Chicago Illinois 60647 Mrs Shirley Banta 938 Goober Avenue Oak Park Illinois 60302 Mr Ron Gabel 1111 Everest Avenue Westchester Illinois 60154 Miss Caitlin Kane 113 S Bridge Avenue Oak Park Illinois 60304 4 Envelope Family uses family mailing family PeoplePower User s Manual name one envelope per 8 15 Reports Mr amp Mrs John M Doe 111 Main Street Anytown Illinois 12345 5 Envelope Giving Unit This format is only for use in the Giving Units Module See the section for the Giving Units Module later in this chapter for more information 6 Envelope People one envelope per individual Mr John M Doe II 111 Main Street Anytown Illinois 12345 8 16 PeoplePower User s Manual 0 9 Label Options Choose a label format x Family 3 Fd 1x3 Giving Unit 1x3 People Envelope Family Envelope Giving Unit Envelope People Options Sort Name Families _ Source Current Selection 196 n 3 Print Preview z Cancel h Edit New Reports You can sort by name by city state or zip code This will allow you to organize your mailings in the way that best suits your needs Options Sort EAEN City Print l State Families zip E Whereas the label formats defines the label layout and which information to prints e g family mailing name or individual name the Print Labels f
124. in the above example where we found all people whose last name starts with W 2 Date Let s take the search above those whose last names starts with W and find PeoplePower User s Manual 7 3 Finding Records those who were born after 1954 First click on the comparison pop up next to Born and choose after In the Date field that appears type 12 31 1954 Bon ESICREREEEEESE 12 31 1954 ID D j efore inthe range Family Relation in the year in the month of j unknown A Marital Status Click on the button to add it to the list of search criteria ENEI f Save Mf toad Last First Name starts with W Born after 12 31 1954 Finally click on the Find button to search for the records Where to look In Database E What to do Replace Selection m 2 Cancel Find Here are all the people whose last name begins with W and who were born after 12 31 1954 Command click to mark Whitfield Carie M Williams Arlen C Wright Abbey Wright Francine Sue Wright Richard J Wright Stephanie C 3 Number and 4 True False Now let s find from the search above those who have donated over 50 From the Find people based on pop up menu select Donations 7 4 PeoplePower User s Manual Finding Records People Search Find People based on v Personal Information Address Information IFiast FIRCN a d Membership Groups Even
125. inished press the Done button To print or email the letter click the Send Print button For information on options for sending and printing letters see Sending Letters later in this Chapter PeoplePower User s Manual 2 23 People Deleting a Contact To delete a contact click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the contact Notes Tab The Notes Tab is a place where you can record general purpose notes about a particular individual Just as with Contacts notes are assigned to one of three categories e Private private notes can be viewed only by the user who creates them e Public any user of PeoplePower can view a public note e Privileged A privileged note is assigned to a password group Any user that is part of the assigned password group or in a password group higher up in the group hierarchy can view a privileged note see Chapter 9 Creating a Group Hierarchy and Assigning Users to Groups for more information about password groups 0090 People 1039 of 1039 ta New w j Delete Q Search E Report as Send Letter Help view Show all B Info Organization I Donations I Pledges Contacts f Notes find Doe John Iv Mr John M Doe Il Command click to mark Dennis Lorin 4 view All Notes Desbrow Arthur N Dibbern Gertrude G f Subject Diggs Devan Tyron Directions to John s house Dimas Jo
126. inting arrow button immediately to the right of the field To enter a value in one of these fields simply begin typing a few letters of the desired value As you begin to type the field will automatically fill in the rest of the value If the cursor is in the field you may press the down arrow key to get the choice list or click the blue arrow PeoplePower User s Manual 2 5 People 2 6 Fields with choice lists may or may not require a value in that field For instance the state field in the Address tab is not required when you enter a person s record You can tab to the next field However if you do enter a value in the state field it must be one from the choice list If it is not the choice list will open up and will force you to choose one from the list Other fields with choice lists require a value to be entered Tabbing out of these field without entering a value in the field will automatically open the choice list window and force you to choose a value from the list An example of this is the current status for membership in the Info tab _ Choices for Membership Y Members carus gt member 59 inactive l member na 17 Non members i attender visitor i friend Unknown Cancel Choice lists may have their contents organized hierarchically tree view just like you would organize files in the Windows Explorer or Macintosh Finder Click to the left of a hierarchical item to view t
127. ip Service Participant 00 00 00 00 00 00 Groups Group Birthday Letter Dixon Street key Include in Directory News Letter Office key sample group Sound Closet key Events Event Date Notes First Attended 12 12 1993 First Donated 01 01 1995 Last Attended 01 14 2001 Last Donated 01 13 2001 The example is for current involvement 8 22 PeoplePower User s Manual Reports Contacts This report shows contacts that have been made You can optionally choose to print personal information and history as in the Audit report making it very useful in preparation for a future contact Reports CREGpie y Activities Donations Pledges Giving Units _ List of contacts for individuals irectory Labels Envelopes Audit Contacts Mail Merge Birthday Mail Merge Select Contacts from the People tab PeoplePower User s Manual 8 23 Reports eo Contact Report Options Options Contacts all contacts Dates all rey lst sort date time 3 2nd sort date time Notes all notes Ei Source Unmarked Records 35 B k comments Print Preview prm Cancel There are three types of contacts e Public any user of PeoplePower can view public contacts e Private private contacts can be viewed only by the user who created the contacts e Privileged Privileged contacts are assigned to a password group Any user in that
128. ip status for an individual the previous status end date will be set to the day before the beginning of the new status When a person dies and you uncheck the living check box and record the date of death on the Personal tab the end date of the current status will be set to the date of death Both the status and reason have choice lists but only the status field requires an entry PeoplePower User s Manual People Entry for Membership Doe John M Il Status friend El Begin 12 1 2002 vl End 00 00 00 Reason El Notes p 777 gt Cancel Save h Deleting a Membership Status Only delete a membership status if it was entered in error A living person always has a current membership status A deceased person will have an end date the same as the date of death for their most recent membership status see above To indicate that a person has left your organization come up with a membership status to represent this e g friend or former member The day they leave your organization should be the begin date of this status Organization Tab This tab contains information about the person s activities within your organization groups he or she may be involved in and significant dates To ADD any information in each of these areas on this screen click on the button A window will appear where the necessary information should be completed To DELETE information click on the line to highlight it and t
129. ir 18 Jones Connie M Participant 00 00 00 00 00 00 Prayer Team 14 Mehlhaff LaVerna L Participant 00 00 00 00 00 00 Organist 25 Wright Richard J Participant 09 01 1988 00 00 00 b Deacon of Christian Ed 10 Wright Stephanie C Participant 09 01 1988 00 00 00 b Deacon of Adult Ministr 3 Doe Jane Elizabeth Participant 05 01 1990 00 00 00 3 b Deacon of Missions 15 Bucholz Leona M Participant 09 01 1995 00 00 00 b Deacon of Building amp Gr 1 Anderson Katherine J Participant 09 01 1995 00 00 00 b Financial Secretary 9 Kirksey Shakana Participant 11 05 1997 00 00 00 Church Clerk 16 Lee Noel N Participant 11 30 1998 00 00 00 Treasurer Worship Service Sound System Van Driver vy Unused YMCA Joyful Noise Counseling Center Com Vice Moderator Adding a Person to an Activity To add a person to an activity select the activity in the List of Activities Click the button on the Participation screen to get the Entry for Participation screen Choice lists are given for the person s name and the position the individual holds within the activity To end an individual s involvement in an activity don t delete it rather enter the date ended If the end date is known in advance you may enter it otherwise leave it undefined 00 00 00 You can indicate the average hours per week that the individual spends in the activity You can assign a number to participants which might be useful in some activities In the exampl
130. l the even pages People Directory Options There are five different options that you can choose for the People Directory eo Directory Options Style Options People Directory Family Directory EN 3 Show unlisted phone numbers C Show unlisted addresses Source C Show unlisted emails Current Selection 1 036 m Show birthdays Asterisk none m _ Print Preview qM Comments Cancel gt o Print e Only people in group Include in Directory This option will include only those people in the group Include in Directory who are also in the source of records that you have chosen marked unmarked selection People are added to this group in the People Module To see more information for Adding a Person to a Group see Chapter 2 e Show unlisted phone numbers This option allows you to print out unlisted phone numbers PeoplePower User s Manual 8 9 Reports e Show unlisted addresses This option allows you to print out unlisted addresses e Show unlisted emails This option allows you to print out unlisted e mail addresses e Show birthdays This option allows you to include birthday s month and day The birthday s appear in parenthesis after the names If you are printing a Standard List directory there is also an option to Show Personal Phones If you wish to include personal phones in the other formats include them in the template Family Directory Option
131. lay formats Page Number Displays the Insert Page Number dialog box that inserts the page number or the number of pages at the location of the insertion point Special Character Displays the Select Special Character dialog box This dialog box allows you to pick a specific character by viewing it beforehand Soft Hyphen Inserts a soft hyphen at the cursor location A soft hyphen specifies where a word should be broken if it is at the end of a line Non Breaking Space Inserts a non breaking space at the insertion point A non breaking space act like a regular letter i e it will not be broken on if it is at the end of a line Column Break Inserts a column break at the insertion point Page Break Inserts a page break at the insertion point HTML Expression Displays the HTML Expression dialog box This dialog box allows you to insert all types of HTML expressions URLs style tags photos etc where the cursor is located An HTML expression is an instruction for a web browser that will be rendered if you save your document in HTML format and view it in a browser Hyperlink Displays a dialog box that allows you to insert various types of hypertext links into your 4D Write documents An HTML hyperlink is a reference to a web page An Open Document hyperlink opens another word processor document on disk The exact path name to the document must be specified Hyperlinks of type Execute 4D method are not currently supported by
132. ledge Tab is for viewing only To enter pledges use the Pledge module see chapter 6 Click the appropriate radio button to view pledges for the Current Fiscal Year or for All records 00909 People 1039 of 1039 t New w i fi Delete Q Search B Report fa Send Letter Help view Show all B Donations Contacts Notes Mr John M Doe Il Command click to mark Dennis Lorin Desbrow Arthur N i SE Dibbern Gertrude G Diggs Devan Tyron i Fund Amount Remaining 4s Dimas Johnnie l general 1 000 00 200 00 Discher Jane missions 500 00 85 00 Discher Richard TE Dobos Kalman Doe James Doe Jane Elizabeth Dominic Chris Dominic Doris Dominski Georgia J Donates Francisco Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave PeoplePower User s Manual 2 21 People Contacts Tab The Contacts Tab allows one to record information regarding any type of contact phone visit etc with a particular individual There are three categories of contacts Private Public and Privileged e Private private contacts can be viewed only by the user who creates them e Public any user of PeoplePower can view a public contact e Privileged A privileged contact is assigned to a password group Any user that is part of the assigned password group or in a password group higher up in the group hierarchy can view a privilege
133. list to just those desired If you have saved the search and placed it on the View pop up menu you can select it there You can also automatically find Donations made by Giving Units whose members are in various activities membership categories groups and event from the View pop up menu For more information on searching for records see Finding Records in Chapter 7 After you have selected the desired donations click the Send Letter button in the Toolbar When the Contact window appears in the upper left corner will be a pop up menu Send to that will allow you to choose to send the letter the Giving Units for the current donation marked records unmarked records or the current selection m FN SYI Entry for Current Selection 1 036 Send to FAURE ERI k Unmarked Records 1 030 Type Doe John M Il Compose the letter just as you would for a new Contact When finished click the Send Print button on the Contact Window Various options are PeoplePower User s Manual Donations available depending on whether you are sending a form letter or a regular letter Form Letter Options When you send a Form Letter a reference to it is automatically saved with each Giving Unit s record After sending Form Letters you can view them by clicking on them in the Contacts tab of the Giving Units module Send Letter Options v Send via Email when possible i Send as individual emails Hide combined recipient list
134. m unknown am wife Insert Item Pet r Add Subitem Delete Item Sort List Cancel Modifying a Choice List When making modifications it is important to note that those changes will be reflected in all records that already use values in the list For example if you change the Friend membership status to Enemy everyone in the database that used to have a Friend membership status will now have an Enemy status So be careful not to change the meaning of an item in a choice list A change that does not change the meaning is OK To the right of the choice list is a column of buttons These allow you to make modifications to the list PeoplePower User s Manual 10 1 Choice Lists 10 2 e Edit edits the name of an item in the list e Add adds a new item to the bottom of the list e Insert inserts a new item above the selected item e Sub Item creates an item at a lower hierarchical level than the selected item e Delete deletes the selected item You cannot delete an item that is in use e Sort sorts the list alphabetically e Cancel leaves the screen and will cancel any changes you may have made e Select inserts the item into the field you were editing For example to add an item to a choice list click the Add button Type in the name of the item and press OK The new item will appear at the bottom of your list You can press the Sort button to move it within the list alphabetic
135. mail to a Giving Unit click on the Contacts tab and create a new contact After composing the letter click the Send Print button on the Contact window form more information see Adding a New Contact earlier in this chapter To send the same letter to one or more Giving Units first you must choose the Giving Units that you want to send the letter to If you want to send the letter to just one click on the Giving Unit name in the list of names To choose several Giving Units either mark their names command click on Macintosh or Control click on Windows in the list or perform a search to reduce the list of names to just those Giving Units If you have saved the search and placed it on the View pop up menu you can select it there You can also automatically find Giving Units whose members are in various activities membership categories groups and event from the View pop up menu For more information on searching for records see Finding Records in Chapter 7 For information about the view menu see The List of Giving Units earlier in this chapter E After you have selected the desired Giving click the Send Letter button in the Toolbar When the Contact window appears in the upper left corner will be a pop up menu Send to that will allow you to choose to send the letter the current Giving Unit marked records unmarked records or the current selection Entry for Current Selection 1 036 Send to PASEU
136. me from a choice list and to add any notes in the note field The choices for Source relate to the List of Names Selection refers to all those names that currently appear in the List of Names Marked Records refers to only those individuals who have a check mark next to their PeoplePower User s Manual 2 17 People names in the List and Unmarked Records are those who do not have a check mark next to their names in the List See the section on Marking Records for more information When you press Save all of the chosen people will be part of the group Entering Events Events are important dates that you want to record for the individual First attended last attended first donated and last donated are automatically maintained by PeoplePower based on entering attendance and donations You can add any number of custom events as well e g baptism communion first home run etc To ADD an event for an individual use the button A window will appear where you will type in or select an event name from the choice list and type in the date of the event You may also enter notes about the event specific for the person you are adding To DELETE an event click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the record m s Event Name Doe John M Il Event Baptism Date 12 20 01 Notes 9 2 Cancel Save PeoplePower User s Manual P
137. milyJAddress Fa mil y City Fa mil y Sta te Fa mily Eip The City State and Zip have been concatenated on one line and together they have been vertically concatenated with the Address field If the address has more than one line it will expand to as many lines as necessary when printing within the size of the combined field In the illustration above note how the combined address field has been expanded to fill the remainder of the label To remove an object select it and press Backspace Delete on Macintosh The selected object is removed If the object is a row of concatenated fields pressing Backspace removes only the last field in the row Continue pressing Backspace to remove more fields from the row Specifying the Label Layout You specify the label layout with the Layout page of the Label Wizard You can display the Layout page at any time by clicking its tab PeoplePower User s Manual Reports Label Wizard Personnel Labels Order Click on th ick on the EA Starting Label 3 L3 8 e l J Labels across Labels down e Label Size Q Page Size Li Automatic resizing Top Margin Left Margin Label Width Label Height Horizontal Gap Vertical Gap Unit Labels per Record Standard Code lees Method to apply No Method Apply once Q per Label e per Record The Layout page contains the following elements e Orientation and L
138. mmittees Date Meeting Total Known Unknown Vv Pastor 12 12 1993 91 0 91 0 a Church Secretary 12 19 1993 76 0 76 0 0 v Choir Director 12 26 1993 56 0 56 0 Choir 01 02 1994 59 0 59 0 Prayer Team 01 09 1994 82 0 82 0 Organist 01 16 1994 80 0 80 0 b Deacon of Christian Ed 01 23 1994 85 0 85 0 b Deacon of Adult Ministr 01 30 1994 67 0 67 0 b Deacon of Missions 02 06 1994 92 0 92 0 b Deacon of Building amp Gr 02 20 1994 78 0 78 0 b Financial Secretary 02 13 1994 70 0 70 0 Church Clerk 02 27 1994 71 0 71 0 Treasurer 03 06 1994 91 0 91 0 03 13 1994 87 0 87 0 Sound System 03 20 1994 97 0 97 0 Van Driver 03 27 1994 93 0 93 0 w Unused 04 03 1994 108 0 108 0 YMCA 04 10 1994 89 0 89 0 Joyful Noise 04 17 1994 92 0 92 0 Counseling Center Com 04 24 1994 93 0 93 0 k Vice Moderator 05 01 1994 88 0 88 0 M Recording Attendance To record attendance in an activity select the activity and press the button PeoplePower User s Manual 3 11 Activities o o Meeting Entry for Worship Service 0 00 00 v Meeting Name 9 Total Attending O 3 Recorded 0 Unknown 0 Find Y E cancel Save N Enter the date for the meeting After a moment all people who participated in the activity on that date will appear in the participant list below If desired enter the meeting name from the choice list 3 12 PeoplePower User s Manual Activities O O Meeting Entry for Worship Se
139. n mind that the label envelope names listed in the label options below indicate whether you will be looking at family people individuals or giving units mailing name associated with the giving unit 8 9 Label Options Choose a label format 1x3 Family 1x3 Giving Unit 1x3 People Envelope Family Envelope Giving Unit Envelope People You can sort by name by city state or zip code This will allow you to organize your mailings that best suits your needs Options Sort Name m City State Zip The Source pop up menu allows you to choose which activities you want to report on e Current Selection this refers the list of activities in the Giving Units Module e Marked Records prints the marked records in the list of Giving Units in the Giving Units Module See Chapter 4 on marking records e Unmarked Records prints the unmarked records in the list of Giving Units in the Giving Units Module See Chapter 4 on marking records If you bring up the Report screen from anywhere except the Giving Units Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the Giving Units Module and make your selection before bringing up the Report Screen PeoplePower User s Manual 8
140. n of Adult Ministrie Doe Jane Elizabeth Participant 05 01 1990 00 00 00 3 Deacon of Missions Bucholz Leona M Participant 09 01 1995 00 00 00 Deacon of Building amp Gro Anderson Katherine J Participant 09 01 1995 00 00 00 Financial Secretary Kirksey Shakana Participant 11 05 1997 00 00 00 Church Clerk Treasurer Worship Service Sound System i Van Driver EF Unused bm YMCA Ho Joyful Noise be Counseling Center Comrmnith f ice Moderator Worship Committee i Nominating Committee Long range Committee Lee Noel N Participant 11 30 1998 00 00 00 Windows 2000 1 2 PeoplePower User s Manual Getting Started eoo Activities 79 of 79 h Neww E Save AX Cancel fi Delete j Q Search amp Report 2 Help view Ci iam mmn Activity Info Attendance Analysis find Choir Y Choir Command click to mark Congregation View Current Participants f Attendance Graph Elder Board Standing Committees v Participant Position Date Started Date Ended Hrs Ad Hoc Committees Russo Martha J Participant 00 00 00 00 00 00 Pastor Prestler Betty J president 00 00 00 00 00 00 Church Secretary Schilke Kathryn P Participant 00 00 00 00 00 00 Choir Director Hochheimer Waltraud H Participant 00 00 00 00 00 00 Jones Connie M Participant 00 00 00 00 00 00 Prayer Team Mehlhaff LaVerna L Participant 00 00 00 00 00 00 Organist Wright Richard J Participant 09 01 1988 00 00 00 Deacon of Christian Edu Wright
141. nd a copy to jedwardselbcord id p Cancel 3 Send Print Most of the options are the same as for Form Letters detailed in the previous section In addition the following options are available e Save a copy with each recipient s record this will place a copy of the letter with each person s Contacts If family letters are sent each family member will get a copy of the letter in his Contacts In this way you will always have a record regardless of how family members might change in the future If you do not select this option the letters will be sent or printed but PeoplePower will not save any copies and you will not be able to search for information in the letter or view it later on e Update Contact Date amp Time this will update the Date and Time of the contact to the moment that you send it e Freeze database references this will convert all dynamic references to static text In this way you will always see the letter exactly the way it was sent regardless of whether or not the underlying data changes e g address 2 32 PeoplePower User s Manual Activities Chapter 3 Activities Overview The Activity Module maintains information regarding an individual s involvement in your organization It is designed to maintain historical records as long as you like A person s involvement might include serving on a committee attending worship service a particular S S Class or a Bible study participating in
142. new activity will now appear in the List of Activities PeoplePower User s Manual 3 5 Activities 0090 Activities 78 of 78 h New w AX Cancel i fi Delete Q Search amp Report Help view Show All B f Activity Info Participation a Meetings amp Attendance id Analysis find Worship Service Command click to mark VVvVVV VY Congregation A Elder Board Standing Committees Ad Hoc Committees Pastor Church Secretary Choir Director Choir Prayer Team Organist Deacon of Christian Ed Deacon of Adult Ministr Deacon of Missions Deacon of Building amp Gr Financial Secretary Church Clerk Treasure Activity Worship Service C No Longer Being Used v Updates Last and First Attended Dates in People Records Description Sunday morning worship service Meeting Time 11 am Meeting Place Sanctuary Sound System Van Driver Unused YMCA Joyful Noise Counseling Center Com Vice Moderator Updates Last and First Attended Dates in People Records Choosing this box connects the attendance of individuals in an activity to the personnel record in the People Module For example attendance that is recorded weekly for the Worship Service in the Activities Module will also at the same time automatically enter the date of each week into the Last Attend Date field of those personnel records in the People Module The significance of having a Last Attend Date for an
143. nformation on this tab is shared by all family members home telephone number family name address city state zip country family salutation the way you would address the whole family in a letter and family mailing name the way you would address the entire family on an envelope There is a check box to indicate that the phone number and or address should be unlisted when printing directories The choice list attached to the state field includes both the two letter state abbreviations as well as the full state names Please note that any changes made to this tab will affect a family members There are occasions that the information should not be the same for all family members The button Move This Person to Another Family allows you to accommodate those occasions The following scenarios are examples of when a person needs to be moved to another family 2 10 PeoplePower User s Manual People e A family member has moved from his or her family home address to a different address e A family member has married and moved to a different address e An adult child lives with his or her parents but is considered his or her own family unit If a child has a different last name than the head of household but lives at the same address i e adopted child foster child etc use the family name of head of household The child s actual last name is entered in the last name field on the Personal screen All family members will be grou
144. o amp Ruth Dibbern Gertrude Dorn Deborah Dorn Mae Helen Douglas Louise Doyle Joseph Durr Florine Easter Alfred Eckles David Paila anas laalia Contact Tab The Contacts Tab allows one to record information regarding any type of contact phone visit etc with your Giving Units There are three categories of contacts Private Public and Privileged e Private private contacts can be viewed only by the user who creates them e Public any user of PeoplePower who has Donations access can view a public contact e Privileged A privileged contact is assigned to a password group Any user who has Donations access and is part of the assigned password group or in a password group higher up in the group hierarchy can view a privileged contact see Chapter 9 Creating a Group Hierarchy and Assigning Users to Groups for more information about password groups 4 8 PeoplePower User s Manual Giving Units You may choose to view all contacts all contacts you are allowed to view or narrow down the list by choosing another specific view all my contacts or my private contacts etc from the view pop up menu e098 Giving Units 291 of 291 X Cancel i fi Delete Q Search amp Report e Send Letter Help view Show All B Info Donations Pledges Doe John M Il Command click to mark Coppolino Michael amp Taryn al fi view All Contacts Show All B Cox Deborah a Cox Ruth gE _
145. o delete an individual if you have entered any information other than personal information e g activities attendance donations etc This is to ensure accurate historical records opens the search editor screen used to search for people based upon any of the data in PeoplePower prints pre defined and custom reports e g directories labels attendance sheets giving statements etc allows you to type a letter in a word processing document that can be sent to an individual or a group of individuals from within PeoplePower PeoplePower User s Manual People 9 e opens the context sensitive help screen The List of Names The names of all people in the current selection When you first enter the People module this list contains everyone in the database If you search for records this list will contain the names of all people found by the search Names are in alphabetical order last name first The names of individuals who have died will appear in italics To view a person s record use the mouse to click on the person s name in the list view Show All i find Doe JohnM Il Command click to mark Doe James B Doe Jane Elizabeth Doe John M II Dominic Chris k Dominic Doris Dominski Georgia J Donates Francisco a Dorn Deborah Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave Duggins
146. o enter the date of Follow up for the next time you want to contact the individual Assign the contact to a category by clicking in one of the radio buttons Private Public or Privileged To Lock the Contact from changes click the Locked check box A Locked Contact can be still be viewed by anyone with sufficient privileges but they will not be able to change it unless they have the Unlock Contacts and Notes privileged assigned to them in Password Maintenance see chapter 9 for more information Enter the details of the contact in the word processor area In addition to static text you can include dynamic references to your data You can choose a Template as a starting point for your letter or choose a Form Letter to send out as is For information on how to use the Word Processor insert dynamic references and how to use Templates and Form Letters see Chapter 11 As you are composing your letter you can click the Save PeoplePower User s Manual Giving Units button to save your changes When finished press the Done button To print or email the letter click the Send Print button For information on options for sending and printing letters see Sending Letters later in this Chapter Deleting a Contact To delete a contact click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the contact Sending Letters and Emails To send a letter or e
147. o his own family You will then have to manually combine people into families in the People module If you do not import any of the family relation marital status gender or membership status fields PeoplePower will make save these as unknown The file type tells PeoplePower how each line or record of your import file is delimited If you are working on a Macintosh select Macintosh carriage return or if you are on Windows select Windows carriage return line feed If your file uses another character as a delimiter select custom and enter the ASCII code of the character The field delimiter tells PeoplePower how each field in your import file is delimited Choose tabs commas or if your file uses another character as a delimiter select custom and enter the ASCII code of the character Check Fields surrounded by quotes if your fields are surrounded by quotation marks Check First line contains field names if the first line of your import file contains the names of the fields instead of data Enter the number of street address fields that are contained in your import file PeoplePower will combine the address fields into its single multi line field PeoplePower User s Manual Miscellaneous Click the Import button to begin the import PeoplePower will then ask you to locate the import file If PeoplePower is unable to import some of the records e g if the last name is missing you will get an error mess
148. odule All of the personal information is grouped together Likewise the address information is PeoplePower User s Manual 7 1 Finding Records grouped together and so on To find people based on address click on Address Information If you want to find people based on their donations click on Donations You can choose any combination of information in the same search Some example of the type of information you might search for on the various screens are e Personal Information people born in a certain year or are a certain age those who are female people who were born in the month of September people who are single etc e Address Information people who live in Illinois people who live in a particular zip code people who have an unlisted phone number etc e Membership Groups Events people who are currently members people who receive birthday letters newsletters or are included in the directory e Activities Attendance people who are in choir or in particular Sunday School class people who have not attended the worship service in three months six months a year etc e Donations people who have donated during the last six months people who donated 100 last month people who donated over 1 000 last year people who gave toward a particular fund etc e Pledges people who have donated toward a certain pledge people who gave over 500 for a certain pledge etc e Contacts Notes people who were contacte
149. on the participant list click the button You can add the person to the activity as a guest for one day or specify the beginning and end dates as necessary In the pop up window look for the individual s name from the list of names and select it If the person is not on that list press the New button which will provide you with a blank personnel entry form Complete the form as you would to add a new person When finished entering all known information click Save The person will then appear on the participant list and can then be included in the attendance record When finished click the Save button PeoplePower User s Manual 3 13 Activities Entering Meeting Minutes To enter minutes or notes of your meeting click on the Notes tab 0o00 Meeting Entry for Choir Date Fri Dec 18 1998 v Meeting Name Wednesday Rehearsel Attendance f Notes File Edit View insert Style Colors Paragraph Format Tools Ep v New York lite I B 7 u IBsss z AR eg g OS B 9 a O A 42 1 43 144 1 45 1 46 p 7 1 48 149 Pagel 1 1 Line 1 Col 1 NUM APS 2 f Cancel Y Save i 9 Enter the details of the meeting in the word processor area In addition to static text you can include dynamic references to your data For information on how to use the Word Processor and on inserting dynamic references see Chapter 11 To print the notes choose Print from the word processor s File menu 3
150. ook at the data You can view graphs of total average or distributions of donations summarized by days months years and fiscal years PeoplePower User s Manual 5 7 Donations e Analyze the marked Years etc this pop up menu is active only when the Analysis Type is a distribution graph You must mark command click on Macintosh or control click on Windows the specific years months or dates you wish to analyze e Options graph options allows you to specify which fund s and the interval or time period you would like to use in your analysis You can also choose the bin interval for distribution graphs e Print Graph sends the graph to the printer e Refresh Graph redraws the graph based on changes in the pop up menus or options screen You can click on a data point or bar to view the exact amount represented Sending Letters and Emails 5 8 To send a letter or email to a Giving Unit about a specific donation click on the Donation in the list and click the E Send Letter button in the Toolbar After composing the letter click the Send Print button on the Contact window form more information see Adding a New Contact in chapter 4 To send the same letter for all donations on a specific date first you must choose the donations To choose several Donations mark the days months or years command click on Macintosh or Control click on Windows in the list of Donation Dates or perform a search to reduce the
151. ople Records v Pastor _ chet Description rehearsals are every Wednesday evening with noir rec or E additional rehearsals for Christmas and Easter Creating a New Activity Click on the New button at the top of the screen This produces a pop up menu containing 3 choices e Add Activity adds an activity at the end of an existing level Select and highlight any activity at the desired level e Insert Activity inserts a new activity at an existing level immediately above another activity Select and highlight the desired activity above which you want the new activity to appear e Add Subactivity creates a new level under an existing activity Select and highlight the activity under which the new activity should appear To add an activity to any existing level select and highlight any activity at the desired level After clicking one of the three buttons listed above to add new activities the screen to the right of the List of the Activities is activated with a red box appearing around the screen This signifies that you are in the edit mode Type in the name of the new activity If you wish to have the Last and First Attended dates events in the People module updated when entering attendance for individuals of this activity check the box Updates Last and First Attended Dates in People Records You can also enter a description of the activity along with meeting times and places Click the Save button when entry is completed The
152. or radio buttons indicate who to print the labels for i e 1 label for each individual or 1 label for each family To print 1 x 3 family labels you would select Print Labels for Families The labels will be addressed to the family and each family will get one label PeoplePower User s Manual Reports To print 1 x 3 people labels you would select Print Labels for People The labels will be addressed to individuals and each individual will get one label If you should choose to do 1 x 3 family labels but selected Print Labels for People each individual would receive one mailing and they would each be addressed to the family The Source pop up menu allows you to choose which records or people you want to report on e Current Selection this refers the list of names in the People Module e Marked Records prints the marked records in the list of names in the People Module See Chapter 2 on marking records e Unmarked Records prints the unmarked records in the list of names in the People Module See Chapter 2 on marking records Source Z Current Selection 196 kt 3 Marked Records 2 Unmarked Records 196 eo CE Cancel Edit New print gt Source Find C Print Preview If you bring up the Report screen from anywhere except the People Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records
153. or more information refer to Pictures on page Invisible Characters Toggles the display of invisible characters e g carriage returns and spaces e Margins This menu command is only accessible when Page mode is selected When Page mode is selected selecting the Margins menu command displays or hides the margins of the document When margins are displayed a check mark is displayed next to the Margins menu command PeoplePower User s Manual 11 5 Word Processor Horizontal Scrollbars Displays or hides the horizontal scrollbar When the horizontal scrollbar is displayed a check mark is displayed next to the Horizontal Scrollbars menu command Vertical Scrollbars Displays or hide the vertical scrollbar When the vertical scrollbar is displayed a check mark is displayed next to the Vertical Scrollbars menu command Menu Bar Displays or hides the menu bar When the menu bar is displayed a check mark is displayed next to the Menu Bar menu command When the menu bar is hidden you can display it again by pressing the following combinations of keys Ctrl Shift M Windows and Command Shift M Mac OS Status Bar Displays or hide the horizontal scrollbar When the horizontal scrollbar is displayed a check mark is displayed next to the Status Bar menu command Insert Date and Time Displays the Insert Date dialog box This dialog box lets you select the current date the current time or both as well as their disp
154. osest match to what you type and will highlight the name within the list To view the currently highlighted record press the Return key Macintosh or the Enter key located above the Shift key Windows or just click on a name to view the record Also above the List of Giving Units is a pop up menu titled view which contains a list of saved search criteria Selecting an item instantly performs the search without having to open the Search Screens See Chapter 7 on Finding Records When generating searches or reports the contents of the list of giving units is referred to as the current selection PeoplePower User s Manual Giving Units Marking Records Marking records is a way to narrow down the list of Giving Units in order to group them in some way or for printing reports To mark or unmark a record command click Macintosh or control click Windows the desired names You can mark all records or unmark all records by choosing Mark All or Unmark All from the Selection Menu To view only the marked records select View Marked To view only the unmarked records choose View Unmarked from the Selection menu Sometimes it may be simpler to mark all records and then unmark the records you don t want Entering Giving Units Giving Unit Info Tab The Info tab is where new Giving Units are added modified and deleted Giving Units can also be created when entering donations e Envelope If your organization distributes envelo
155. ows you to embed data fields such as Date Salutation and Address into your letters e By first selecting a group of people and clicking the Send Letter button you can create and send a letter to all of the selected individuals or one letter per family Embedded data fields in your letter will return the correct information for each person s or families letter that is sent e There are options to email and save copies of the letters with each person s record Activities Module e Participants in activities can now be assigned a number that can be used for such things as choir robe numbers or baseball team numbers e Meeting Notes now use the integrated word processor for full control over layout and formatting Write all of your minutes in PeoplePower and you ll never lose track of them You can also import documents that other people have written if saved in Microsoft Word RTF HTML or text formats And of course you can do full text searches on your notes e Meetings can now be assigned names from a choice list Giving Units Module e Giving Units can now be marked as No Longer Used When typing in a Giving Unit while entering a donation Giving Units marked as No Longer 1 8 PeoplePower User s Manual Getting Started Used will not show up with the type ahead feature This helps prevent errors in choosing the wrong Giving Unit when an individual may have had several over the years However any Giving Unit may be
156. pages are in order when folded The directory should be printed on both sides of the paper If you printer can do this automatically this option should be selected If you are making several copies of the directory you can use your copy machine to make 2 sided copies If you are printing just one copy and your printer can only print on one side check the Print Preview box before printing From the Print Preview window you can choose to print all of the front sides first put the paper back in the printer and print all of the back sides By selecting Print Preview before printing you can see the directory exactly as it will print You can also edit it and add any other information you like To construct the booklet after printing first make sure that it is printed on both sides of the paper Then simply fold the top and bottom halves into the book 2 fold here N PeoplePower User s Manual Reports 3 Large 8 1 2 x 11 this format will produce directory on full letter sized paper which can easily be hole punched and placed into a binder If you would like to print it out on both sides of the paper and your printer can only print on one side check the Print Preview box before printing From the Print Preview window you can choose to print all of the front sides first put the paper back in the printer and print all of the back sides By selecting Print Preview before printing you can see the directory exactly
157. ped together by family name when printing directories including those who have different last names The names of all the family members who share the same information on this screen will be listed on the Info tab Membership Tab The Membership tab contains information about the person s membership within your organization To ADD a membership status use the button A window will appear where the necessary information should be completed To DELETE information click on the line to highlight it and then click on the button You will get a message asking you to confirm that you wish to delete the information PeoplePower User s Manual 2 11 People IO Information for Mr John M Doe Il Personal Address f Membershp current status atender E m E Memberhip Status Date Effective Reason ll attender May 1 2001 Cancel f Save Entering Membership Information The current status field is a required field and has a choice list attached Below the current status is the complete history of the person s association with your organization You can add a new membership status by clicking on the and filling in the corresponding information in the Membership Entry screen You can also just type the status directly into the current status field When you tab out of the field the Membership Entry screen will appear PeoplePower automatically maintains the end date When you add a new membersh
158. pes to its members for making donations this field stores the envelope number for the Giving Unit If envelope numbers are not used the number should be zero The envelope numbers must be unique for each Giving Unit except for zero If you attempt to enter a duplicate envelope number PeoplePower computer will automatically suggest the lowest unused envelope number e Giving Unit Name The name of the Giving Unit last name first This name will be used as the addressee for Giving Statements e Givers The people who make up the Giving Unit e g husband and wife both give as one unit e Address The street address to which giving statements will be mailed It is a multi line field Use the return key to get additional lines e City The city to which giving statements will be mailed up to 20 characters e State The state to which giving statements will be mailed up to 20 characters This field uses a modifiable choice list e Zip The zip code to which giving statements will be mailed e Country The country to which giving statements will be mailed up to 30 characters It is recommended that you leave the country blank if it is the same as your organization s PeoplePower User s Manual 4 5 Giving Units Entering a New Giving Unit To enter a new Giving Unit click the New button at the top of the screen If your organization uses envelope numbers enter an unused number If you do not use envelope numbers
159. ple that make up a Giving Unit cannot be changed once they have made donations or pledges so you will always have an accurate historical record If the people that make up a Giving Unit change for some reason e g an individual dies you simply create a new Giving Unit reflecting the change An individual can also be part of any number of giving units at the same time The address to which Giving Statements is mailed can be different than the addresses of the individuals that make up the unit Only members of the Donations password can view the Donations and Pledges tabs of the Giving Units module see Chapter 9 for more information on Passwords e99 Giving Units 292 of 292 ta New T Save Xc ancel i mi Delete s Search amp Report Send Letter gt Help view Show All B Faro Donations na Pledges Y Contacts a find Doe John M II Command click to mark Cokenis Merle Collins Janice Combs Peggy Coppolino Michael amp Taryn Cox Deborah Cox Ruth DaCosta Lucile Darling Lola Davis Diane Davis Laura DeMilio Jeffrey and Tanya DeMilio Jinny L DeMilio Robert and Jinny DeMilio Robert L DeMilio Rocco amp Ruth Dibbern Gertrude Dorn Deborah Dorn Mae Helen Douglas Louise Doyle Joseph Durr Florine Easter Alfred Eckles David Edborg Judy Envelope 84 Giving Unit Name Doe John M II Salutation John M II Address 111 Main Street City Anytown
160. pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the Activities Module and make your selection before bringing up the Report Screen Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Test Organization Atte nd ance Sheet Aug 26 2003 133 Harlem Avenue 8 07 PM Forest Park Illinois 60130 Aug 27 2003 Oct 29 2003 Page 1 708 366 5091 Choir Name Home Phone 8 27 9 3 9 10 9 17 9 24 10 1 10 8 10 15 10 22 10 29 1 Anderson Katherine J 708 366 3921 15 Bucholz Leona M 3 Doe Jane Elizabeth 708 544 9951 555 123 4566 4 Hochheimer Waltraud H 708 366 3459 18 Jones Connie M 708 544 7378 9 Kirksey Shakana 773 287 1382 16 Lee Noel N 14 Mehlhaff LaVerna L 708 771 2248 708 771 5558 11 Prestler Betty J 708 383 0549 6 Russo Martha J 708 366 1505 8 Schilke Kathryn P
161. r Here you can choose to create or edit templates and form letters for both the People and Giving Units modules After choosing to create a new form letter the form letters window appears where you give the form letter a Title and compose the letter Below is a typical visitor letter that you might create It includes several dynamic references that will replaced with your data when the letter is printed Contact Date People Salutation and People Mailing Label the complete address For information of inserting dynamic references see Using Dynamic References earlier in this chapter PeoplePower User s Manual Word Processor o o Form Letter Title Visitor Letter Lh File Edit View Insert Style Colors Paragraph Format Tools Normal z Times z 12 1i BZ U EB H iii o stofe teei Joteg t Jete Gete Fee ea Oa Aa A2 ideo dA rds d6 ee Contact Contact Date Abbreviated People Mailing Label Dear People Salutation Thank you for visiting with us this past week We hope you received a blessing If there s anything we can do for you please me know Sincerely Jonathon Edwards Pastor Paget 1 1 Line 17 Col 7 NUM APS 2f Done f Save Using Form Letters To use a Form Letter choose the desired Form Letter from the Use menu at the bottom left corner of the Contact or Note window PeoplePower User s Manual 11 27 Word Processor
162. r more information on how to use this dialog refer to Preferences on page e Page Setup Displays the Page Setup dialog of the current printer e Print Preview Displays the print preview window The Print Preview window displays the pages of the document as it will be printed It also allows you to start or cancel the printing e Print Displays the Print dialog box for the current printer Go to Full Window This command expands the word processor window to the screen size Mac OS or to the size of the window of the application Windows The 4D Write menu bar temporarily replaces the PeoplePower menu bar Edit e Undo Action Reverses the last action taken by the user If the last action cannot be undone the command menu is dimmed and its title becomes Cannot Undo Action e Redo Action Repeats the last action canceled by the user If the last action cannot be repeated the menu command is dimmed and its title becomes Cannot Redo Action e Cut Deletes the current selection and places it in the clipboard e Copy Copies the current selection and places it in the clipboard PeoplePower User s Manual 11 3 Word Processor Paste Inserts a copy of the contents of the clipboard at the location of the insertion point or replaces a selection with the contents of the clipboard if anything is selected Note If the contents of the clipboard is an image 4D displays the Paste Picture dialog box This dialog box allows yo
163. rectories or Family letters e DirPersonalPhones returns a list of Personal Phone numbers excluding unlisted phones This should only be used for People Directories or People letters e FullFirstName returns the first name and suffix PeoplePower User s Manual 11 13 Word Processor e FullName returns a persons complete name first name middle name last name and suffix Date and Time To insert the date and or time into your document select Date and Time from the Insert menu Style Colors Parag Date and Time Page Number Insert Date lt no date gt B 8 20 03 22 55 43 Wed Aug 20 2003 22 55 Wednesday August 20 2003 22 hours 55 minutes 43 s 08 20 0 22 hours 55 minutes wugust 20 2003 10 55 PM ug 20 2003 08 20 2003 August 20 2003 C3 Automatic update Cancel A proe From the Insert Date dialog you can select the date and or the time in the desired format If you check the Automatic Update box the date and time will update when you choose Compute References from the Tools menu or the next time you open the document Otherwise the date and time are inserted as static text Page Numbers To insert page numbers into your document select Page Numbers from the Insert menu 11 14 PeoplePower User s Manual Word Processor Style Colors Parag Date and Time Insert Page Number Page number Total number of pages a b c A B
164. resses choose Import Names amp Addresses from the File menu PeoplePower User s Manual 12 4 Miscellaneous 12 5 Import Names amp Address Drag and drop or double click to move fields between the lists Drag and drop to set the order Available Fields Import Fields People Title People Suffix People Spouse First People Salutation Family Unlisted Phone a Family Zip Membership Type Status Membership End Date Membership Notes Membership Start Date File type Macintosh B Field Delimiter Tab B People Anniversary People Birth Date People Death Date People Email People Family Relation People First Name People Gender People Last Name People Maiden Name People Marital Status 3 Fields surrounded with quotes First line contains field names ra Address fields Z7 m um Cancel f Import People Middle Name People People ID 7 Drag and drop from the list of Available Fields into the list of Import Fields the fields that are in your import file Drag and drop to rearrange the order of the fields to match that of your import file In order to automatically combine people into families your import file must contain a field that identifies the family Import FamilyID The field can be simply a number such that every person in the family would have the same number If you do not use this field PeoplePower will place every person in the import file int
165. rvice Date Sun Aug 10 2003 v Meeting Name li f Attendance Notes Total Attending 135 Recorded 120 15 Find vo Patiipat Postion 4 O Cumminas Rick Participant A O DaCosta Lucile Participant f EJ Darling Lola Participant O Davis Diane S Participant o EJ DeMilio Jeffrey J Participant DJ DeMilio Jinny L Participant DeMilio Nikko R Participant amp DeMilio Robert L Participant O DeMilio Sabrina L Participant DeMilio Tanya T Participant O Dibbern Gertrude G Participant E Doe John M Il Participant Li Dominic Chris Participant E Dominic Doris Participant 9 FK m ut Cancel Save You can choose to enter the total head count or the number unknown To record a person s attendance click in the box to the left of his or her name Clicking once puts an x in the box If the person was tardy click a second time in the box to get a slash to indicate 1 2 attendance Clicking a third time makes the box blank again As you record attendance you will note the numbers in the Recorded field adjusting If you entered the total attending then the number unknown will be adjusted to the difference between the total attending and the number recorded If you entered the number unknown then the total attending will be adjusted to be the sum of the number unknown plus the number recorded If a person attending is not
166. s Hide combined recipient list send as Bcc Send a copy to r Cc Cancel 3 Send Print E The email options are the same as for Form Letters detailed in the previous section In addition the following options are available e Save a copy with each Giving Unit s record this will place a copy of the letter with each Giving Unit s Contacts If you do not select this option the letters will be sent or printed but PeoplePower will not save any copies and you will not be able to search for information in the letter or view it later on e Update Contact Date amp Time this will update the Date and Time of the contact to the moment that you send it e Freeze database references this will convert all dynamic references to static text In this way you will always see the letter exactly the way it was sent regardless of whether or not the underlying data changes e g address 5 10 PeoplePower User s Manual Pledges Chapter 6 Pledges Overview Pledges are commitments made to donate a certain amount of money to a fund in a given time period As with Donations Pledges are made by Giving Units one or more people giving as one instead of individuals Pledges are made within a Pledge Drive which defines the time period The time period for a Pledge Drive does not have to coincide with a fiscal or calendar year and the time periods for Pledge Drives can overlap however a Giving Unit cannot pledge the same fund in
167. s Standard Family Letter Visitors Letter Letters 2 A B The Choose Form Letter window appears where you can edit delete or duplicate a Form Letter Choose Choose the Form Letter to edit Standard Family Letter Visitors Letter f f i PeoplePower User s Manual 11 29 Miscellaneous Chapter 12 Miscellaneous Preferences The Preferences screen is where you enter the name and address of your organization default donation fund IRS statement for Giving Statements and define your fiscal year To enter preferences choose Preferences from the File menu Organization Tab Organization name 1st Baptist Church of Smallville Address 133 Harlem Avenue Forest Park Illinois 60130 708 366 5091 Email address pastor amp lbc org Server for sending emails SMTP Server smtp ibc org SMTP User ID jedwards SMTP Password AAAAAAAl The organization tab has fields for your organization s address and a default email address that is used for copying emails that you send If you intend on sending emails from PeoplePower you will also need to supply the name of the SMTP Server that you use to send email as of the wrtiing of this manual AOL does not support sending mail through their email servers outside of AOL software If your SMTP server requires authentication type in the User ID and P
168. s To enter a new Pledge click on the button Fill in the Giving Unit Fund Amount Date the pledge was made and any Comments The amounts Received and Remaining are automatically maintained by PeoplePower whenever donations are made to the fund within the time period of the Pledge Drive If the Giving Unit or Fund does not already exist they can be added in the Choice List When finished click the Save button PeoplePower User s Manual 6 5 Pledges Entry for Pledge Pledge Drive 2001 Pledges Doe John M II i Name Doe John M Il 111 Main Street 0 Fund ministry expansion f Anytown Illinois 12345 Date Pledged Thu Feb 1 2001 x Amount 200 00 Received 0 00 Remaining 200 00 Comments 2 Cancel VO Save N Modifying Pledges To modify an existing Pledge double click it in the List of Pledges Make the necessary changes and click the Save button to accept the changes or the Cancel button to undo the changes You can change the amount of the Pledge at any time before during or after donations have been made during the time period of the Pledge Drive PeoplePower will automatically update the amounts Received and Remaining accordingly Deleting Pledges Select the Pledge in the List of Pledges and click the button You will be asked to confirm that you wish to delete the Pledge 6 6 PeoplePower User s Manual Finding Records Chapter 7 Finding Records Overview In P
169. s The Family Directory has the same options as the People Directory with the following additional option e Show family members not in source This option will include all living family members even if they are not part of the source marked unmarked or current selection Directory Templates You can create new templates duplicate templates and modify existing templates for any of the five directory formats To create a template choose New Template from the popup menu To edit an existing template choose Edit Template from the popup menu Booklet 4 1 4 x 7 d Book 5 1 2 x 8 1 2 b Large 8 1 2 x 11 b Pictorial Large 8 1 2 x 11 P Pictorial Book 5 1 2 x 8 1 2 b New Template Edit Template Cc Ni If you chose to edit a template the Choose Template window will appear where you can edit duplicate and delete templates 8 10 PeoplePower User s Manual Reports Choose Choose the Directory Template to edit Family Book Family Booklet People Book People Booklet People Booklet with personal phones People Large 2 Column People Pictorial Book People Pictorial Large f Delete f Cancel H Duplicate a The Directory Template window is where you name your templates choose the format and select the fields that will be included PeoplePower User s Manual 8 11 Reports oco Style Booklet 4 1 4 x 7 Title Family Booklet EO re
170. s for all categories of current membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once e Find As you begin to type the name of the activity you would like to find it will quickly scroll to the activity and be highlighted in the list This speeds up the process of selecting an activity when the List of Activities becomes large Organizing the List of Activities To quickly reorganize your current list of activities you can use the drag and drop method For example you can click on the activity you wish to move drag it to where you would like it to appear within the same level and drop it or let go To create a new sub activity where one does not already exist hold the Command Key while clicking on the activity you wish to move drag and drop it to the new location It will not allow you to create a sub activity if one already exists at that same level Marking Records Marking records is a way to narrow down the list of activities in order to group them in some way or for printing reports PeoplePower User s Manual 3 3 Activities view Show All re find Elder Board Command click to mark Congregation Standing Committees Ad Hoc Committees x Pastor Church Secretary Choir Director Choir Prayer Team Organist x Deacon of Christian Edu x Deacon of Adult Ministri x Deacon of Missions Y Deacon of Building
171. s in Chapter 11 Specify the amount above which to send the letter in the When amount is greater than field If you would like the letter to be sent by email if an email address for the Giving Unit has been entered check the box By Email Also on this tab is where you tell PeoplePower what your fiscal year is When you create a new data file PeoplePower asks you what month your fiscal starts in and makes the first entry in the Fiscal Years list If your the fiscal year of your organization ever changes you can create a new definition by clicking the button PeoplePower User s Manual 12 2 Miscellaneous 12 3 FiscalYearDefinition Fiscal year starts Month January req Year 2003 7 gt Enter the month and year that your new fiscal year will start IMPORTANT You should always enter this before the month and year actually arrives By doing so PeoplePower will automatically summarize your donations correctly for your new Fiscal Year You cannot choose a month and year in the past The Internal Revenue Service currently requires that Donations Statements indicate whether or not any goods or services were received for the donations When printing Statements PeoplePower will place an asterisk next to any distrubition that you mark as taxable The text in the IRS Statement field will print on the Statements By default this text reads This is your receipt for donations from lt lt StartDate gt gt through l
172. s only a reference to the letter is saved This has the advantage over Templates in that it adds very little to the size of your data file PeoplePower User s Manual Word Processor Creating Form Letters If you are editing a contact or a note you can create a Form Letter by selecting New Form Letter from the Use pop up menu at the bottom left corner of the window o o Entry for Contact Doe John M II Viewability Privates Type JE Contacted By Designer o Date Wed Aug 27 2003 v Time 9 37PM Follow Up 00 00 00 E Subject File Edit View Insert Style Colors Paragraph Format Tools El Normal v new York RARE al BZ U E H 333 m 5 ead ee Se See SS Tia Se ee 42 143 144 1 dS 1 46 ET 1 48i 49 Paget 1 1 Line 1 Col 1 NUM CAPS red f amp andiPrimt f Done Save p mee Form Letters New Form Letter Templates Edit Form Letters Standard Family Letter You can also choose Letters from the main View menu at the top of the screen PeoplePower User s Manual 11 25 Word Processor 11 26 Form Letter Options What would you like to do v Create a People Template Edit a People Template People Create a People Form Letter Activities Edit a People Form Letter Donations Create a Giving Unit Template Pledges Edit a Giving Unit Template Giving Units Create a Giving Unit Form Letter Edit a Giving Unit Form Lette
173. s r Options Contacts all privileged Bi v Boss iN Employee Dates all B General Private Next choose whether you want to view all of the contacts made or only those within a specific date range 8 9 Contact Report Options r Options Contacts all privileged B Boss Dates date range B 08 01 2003 to 08 26 2003 When you choose date range you can plug in the dates you wish to see You can sort your contacts by date type of contact phone visit etc who the person was contacted by the follow up date or by private contacts You can choose to include a secondary sort with the same options as the first sort PeoplePower User s Manual 8 25 Reports 8 9 Contact Report Options Options Contacts all privileged B Boss B Dates date range B 08 01 2003 to 08 26 2003 1st sort v date time x type 2nd sorti contacted by 3 follow up private Notes TF Cette UD You can choose to view all of the personal information and history or you may wish to view only the contacts of the individuals in your report If you choose to print personal information and history you can also select the notes that you would like to print in the same way as the contacts Notes all notes B BO If you onl
174. s Module If the people that make up a Giving Unit change for some reason e g an individual dies create a new Giving Unit reflecting the change An individual can be part of any number of giving units at the same time e g a person gets married mid year and needs a new Giving Unit to reflect that change That person will receive two Giving Statements one to reflect donations up to the point of marriage and one to reflect the donations after the marriage Deleting Giving Units 4 6 To maintain a secure audit trail you can only delete a Giving Unit if it has never made a donation or pledge PeoplePower User s Manual Giving Units Donations Tab This tab shows the complete history of donations made by the Giving Unit You can view donations for the current fiscal year or all donations summarized by days months or years and for all funds or a specific fund See Chapter 5 for more information on Donations e098 Giving Units 291 of 291 e New X Cancel fi Delete Q Search amp Report B Send Letter view Show All B Info f Donations Donations Pledges Contacts find Aaron Don and Louise E Save Help Aaron Don and Louise Command click to mark Bailey Steven Barker Harry Barnes Faith Barnes Jason Bartel Ellen Bartel Ewald Barton Brett Battlin Mary Baxter Girish Baxter Preeti G Baxter Reena Bettison Daniel and Bonnie Bettison Richard amp Darlene
175. s selected both horizontal and vertical rulers are displayed When the Normal mode is selected only the horizontal ruler is displayed The Rulers menu command only affects the rulers that are displayed by the current view mode e Header When in Page mode selecting the Header menu command displays the document s header area The header area is displayed in a separate area located at the top of the current page When the Normal mode is selected this command is disabled since that mode cannot display the header area e Footer When in Page mode selecting the Footer menu command displays the document s footer area The footer area is displayed in a separate area located at the bottom of the current page When the Normal mode is selected this command is disabled since that mode cannot display the Footer area e References Displays the values of the references When a check mark appears before the References menu command references are displayed otherwise the computed values of references are displayed Note For more information about references refer to Using Dynamic References on page e Pictures When a check mark is displayed next to the Pictures menu command 4D Write displays the pictures in your document When no check mark is displayed next to the Pictures menu command 4D Write displays frames instead of pictures This make the display faster Note This menu command also affect the printing and displaying of pictures F
176. sending a form letter or a regular letter Form Letter Options When you send a Form Letter a reference to it is automatically saved with each person s record After sending Form Letters you can view them by clicking on them in the Contacts tab Send Letter Options a Send only one letter per family v Send via Email when possible Send as individual emails Show combined recipient list send as To Hide combined recipient list send as Bcc Send a copy to jedwards 1bc org Cancel Send Print X e Send only one letter per family this will print or email one letter per family If the letter includes a dynamic reference to a salutation make sure that you reference the Family salutation instead of the People salutation Even though only one letter per family will be sent each family member will have a reference to the letter in his Contacts In this way you will always have a record regardless of how family members might change in the future PeoplePower User s Manual People e Send via Email when possible this will send the letter by email if the the person s email address has been entered or in the case you re sending one per family the family email address has been entered If the email address is not available the letter will automatically be sent to your printer instead You must set up PeoplePower for sending emails before using this option See Preferences in Chapter 12 for mor
177. sition Place Picture aj Lett 1 8 in page 1 Top 1 8 cm in all pages Dimensions Width 9 0 cm Height 9 0 cm t _ Keep proportions Behind Text Relative Reference Display Mode Scaled to fit proportio m 4 Cancel ER OK Using Custom Templates and Form Letters You can create any number of custom Templates and Form Letters for Contacts and Notes Templates are starting points for creating letters while Form Letters are predefined letters that can be sent but not changed Templates A Template is a starting point for a letter It can include as little or as much information as you like including dynamic references All settings e g rulers tabs fonts etc that you apply to the Template are saved with it and are restored when you use it PeoplePower User s Manual 11 19 Word Processor Creating Templates If you are editing a contact or a note you can create a template by selecting New Template from the Use pop up menu at the bottom left corner of the window o o Entry for Contact Abood Amber III Viewability Private Type C Jt Contacted By Designer amp Locked MP EREE E SE A pes Date Wed Aug 27 2003 v Time 8 45PM Follow Up 00 00 00 Subject File Edit View Insert Style Colors Paragraph Format Tools Normal New York ihz 7 B 7y E Ud 1250681415161 718191 dO Ades 42 148 144 1S1 46 AIT 1 1B 1 A
178. sword Maintenance Overview PeoplePower s password system allows you to set up any number of users and define which parts of PeoplePower they have access to Users can also be assigned to groups that are used for determining access to privileged contacts and notes Only the Administrator user can access the Password Maintenance system and set up users and groups Adding Users To add a new user choose Password Maintenance from the Special menu Password Maintenance Drag and drop groups to Drag and drop users onto create subordinates groups to assign Groups Users v1Private amp Administrator vlComments amp Designer Administrator gt 8 amp Employee Designer v amp General John amp Administrator Jane amp Designer v Private amp Administrator amp Designer The password maintenance screen shows groups on the left and users on the right Click on the button over the list of users to add a new user In the Entry for User screen type in the name and password of the new user The password is visible when entering it but will be replaced by when viewing the user s record next time If the user needs access to donations and pledges check the Donations box If the user is allowed lock and unlock contacts and notes that he didn t create check the Unlock Contacts amp Notes check box Click OK to save the new user PeoplePower User s Manual 9 1 Passwords Entry for User Name
179. t lt EndDate gt gt Unless indicated by a no goods or services were received in exchange for these donations Please retain for your tax records When printed the lt lt StartDate gt gt and lt lt EndDate gt gt will be replaced by the starting and ending dates that you choose when you print statements You can alter this text as necessary to accomodate changing IRS regulations For more information on taxable and tax exempt donations see Entering New Donations in Chapter 5 For more information on printing Statements see Statements in Chapter 8 PeoplePower User s Manual Miscellaneous Miscellaneous Tab Organization Donations fwiscelaneous onn L Default phone format HER 2 22 f i el Enter your Default Phone Format here represents a number All other charcters are place holders You can create as many phone formats as you like from the choice list Importing Names and Addresses PeoplePower lets you import name and address information from a database spreadsheet or any program that lets you save information as a plain text file Each line in the import file represents one record Each field in the line needs to be separated by a character known as the field delimiter and each line ends with a record delimiter You can import standard tab delimited or comma separated file formats or you can use a custom format To import names and add
180. t Audit from the People tab eo Audit Repart Options Options Current Involvement History Sort Mame n Source Current Selection 145 Comments E Print Preview pE Cancel o Print The options for the Audit report are e Current Involvement gives you only current activities and current membership status e History gives you complete historical information for activities and membership status e Sort You can sort by name city state or zip The Source pop up menu allows you to choose which records or people you want to report on e Current Selection this refers the list of names in the People Module e Marked Records prints the marked records in the list of names in the People Module See Chapter 2 on marking records e Unmarked Records prints the unmarked records in the list of names in the People Module See Chapter 2 on marking records 8 20 PeoplePower User s Manual Reports Marked Records Unmarked Records 1 036 E Print Preview mi a m comments 3 Print Preview If you bring up the Report screen from anywhere except the People Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the People Module and m
181. t address to be in a separate field Check Split Address and enter a number to split the address field of every record into the desired number of separate fields Choose People to export one record for each person or Families to export one record for each family Click the Save button to generate the file PeoplePower will ask you to name the file and choose a location on your computer to place the file Fi el di Mr John M Doe Il Fi el d2 111 Main Street Fiel d3 i Fi el d4 Fi el d5 First Record n n yom field names Fi el d7 Illinois Fi el d 12345 Fi el d9 Field10 John Fieldi1 5 Fieldi2 05 80 1967 Fieldi3 33 This sample shows the Birthday Mail Merge with both Surround with quotes and Split Address 4 checked PeoplePower User s Manual 8 31 Reports Reports on Activities Select Reports from the Special menu or click on the the printer icon at the top of the Activities Module Reports f People s Donations Pledges List of activities in heirarchical or alphabetical order Giving Units Activity Participation Attendance Sheets Attendance Frequency Cancel f User Reports E seet gt Activity List This report generates a list of activities in hierarchical or alphabetical order Click on the Activities tab and select Activities List 8 32 PeoplePower User s Manual Reports eo Activity List Options oO J Alphabetical C Hide activities no longer
182. tOGGLE CASE converts all upper case letters in the selection to lower case and vice versa e Show selection Scrolls the document in order to display either the insertion point or the current selection If either is already displayed this command has no effect e Goto Page Displays the Goto Page dialog box Once you have entered a page number clicking OK displays the corresponding page View e Normal Displays the document as an uninterrupted series of paragraphs PeoplePower User s Manual Word Processor without columns headers or footers When this mode is selected a check mark is displayed next to the Normal menu command Selecting this option unchecks the Page menu command e Page Displays the document as a succession of separate pages and displays text columns When this mode is selected a check mark is displayed next to the Page menu command Selecting this option unchecks the Normal menu command e Toolbars Displays a submenu In this submenu toolbars whose name is preceded by a check mark are displayed Selecting the name of a toolbar when there is a check mark next to it hides the corresponding toolbar Selecting the name of a toolbar when there is no check mark next to it displays the corresponding toolbar e Rulers Selecting the Rulers menu command can either hide or display the rulers When rulers are displayed a check mark is displayed next to the Rulers menu command Note When the Page mode i
183. tatus is changing are marked you can also choose to change the membership for all people in the current selection or unmarked people Select the new status enter the Begin date and Reason if any After clicking Save the membership status for the chosen individuals will all be changed Selection Menu The Selection Menu contains items that affect the current selection i e the people you are currently viewing in the list of names The first six items are the same for any of the five modules Search Show All Mark All Unmark All View Marked and View Unmarked All others apply only to the People Module Search Choosing Search from the Selection menu allows you to search for people based on various criteria Personal Information Address Information Membership Activities Attendance Donations Pledges Contacts Notes See Chapter 7 for detailed information on how to find records Show All Choosing Show All from the Selection menu will show all people within the database in The List of Names Mark All Choosing Mark All from the Selection menu will mark all people in The List of Names by putting a check mark to the left of the name Unmark All Choosing Unmark All from the Selection Menu will unmark all people in The List of Names 2 28 PeoplePower User s Manual People View Marked Choosing View Marked in the Selection menu reduces The List of Names to show only marked records View Unmarked Choosing View UnM
184. tc 9 iy e opens the context sensitive help screen Marking Records Marking records is a way to narrow down the list of names in order to group them in some way or for printing reports view ShowAll i Command click to mark v 147 Harlem Purchase 01 01 1996 12 31 1996 Ministry Expansion 2001 Pledges To mark or unmark a record command click Macintosh or control click Windows the pledge names You can mark all records or unmark all records by choosing Mark All or Unmark All from the Selection Menu To view only the marked records select View Marked To view only the unmarked records choose View Unmarked from the Selection menu Sometimes it may be simpler to mark all records and then unmark the records you don t want Entering Pledges Pledge Drive Tab The Pledge Drive tab defines the Pledge Drive It consists of e Name the name of the pledge drive e Starts the starting date e Ends the ending date e Description a description of the pledge drive e Total Pledged the sum of all monies pledged to the pledge drive PeoplePower User s Manual 6 3 Pledges e Total Received the sum of all monies received against the pledges e Total Remaining the difference between the Total Pledged and the Total Received The three totals are automatically updated by PeoplePower as pledges are made and donations received Entering a New Pledge Drive Click the New button to create a new Pledge
185. text file O Custom text file Vv Surround with quotes 3 Export field names Split Address into 2 fields f Source Marked Records 119 Ki 9 People Families comments f Cancel E save Choose the type of text file to generate If you work with Macintosh choose Macintosh text file if Windows choose Windows text file The Custom text PeoplePower User s Manual 8 29 Reports 8 30 file allows an experienced user to choose which character to use as the delimiter for each field and record in the mail merge file Check Surround with quotes if the program that will use the Mail Merge file requires the data to be enclosed within quotation marks If you check Export field names then the first line of the Mail Merge file will contain the names of the exported fields PeoplePower stores the street address in a single field with multiple lines Most programs require each line of the street address to be in a separate field If necessary check Split Address and enter a number to split the address field of every record into the desired number of separate fields Choose People to export one record for each person or Families to export one record for each family Click the Save button to generate the file PeoplePower will ask you to name the file and choose a location on your computer to place the file Fi el di name Fi el d2 acdress1 Fi el d3 acdress2 First Record Fi el d4 city field names Fie
186. that the pages are in order when folded The directory should be printed on both sides of the paper If you printer can do this automatically this option should be selected If you are making several copies of the directory you can use your copy machine to make 2 sided copies If you are printing just one copy and your printer can only print on one side check the Print Preview box before printing From the Print Preview window you can choose to print all of the front sides first put the paper back in the printer and print all of the back sides By selecting Print Preview before printing you can see the directory exactly as it will print You can also edit it and add any other information you like To construct the booklet after printing first make sure that it is printed on both sides of the paper Then cut the paper in half to separate the top half from the bottom half 2 fold here i 1 cut here After cutting fold the top and bottom halves into the booklet The pages from the bottom half will go in the inside of the bookelt PeoplePower User s Manual 8 3 Reports 8 4 2 5 1 2 x 8 1 2 collated book this format will produce a book with pages that are 5 1 2 x 8 1 2 The directory is printed on letter sized paper 2 directory pages on each side of a piece of paper PeoplePower prints the pages collated i e it figures out which pages need to be printed next to each other on the paper so that the
187. the same letter to one or more individuals or to families first you must choose the people you want to send the letter to If you want to send the letter to just one person click his or her name in the list of names To choose several people either mark their names command click on Macintosh or Control click on Windows in the list or perform a search to reduce the list of names to just those individuals If you have saved the search and placed it on the View pop up menu you can select it there You can also automatically find people in various activities membership categories groups and event from the View pop up menu For more information on searching for records see Finding Records in Chapter 7 For information about the view menu see The List of Names earlier in this chapter PeoplePower User s Manual 2 29 People 2 30 E After you have selected the desired people click the Send Letter button in the Toolbar When the Contact window appears in the upper left corner will be a pop up menu Send to that will allow you to choose to send the letter the current person marked records unmarked records or the current selection o o Entry for Current Selection 1 036 Send to Unmarked Records 1 030 Type Doe John M Il M Compose the letter just as you would for a new Contact When finished click the Send Print button on the Contact Window Various options are available depending on whether you are
188. to asterisk people who are in specific membership categoires Choose Asterisk people with a status of from the pop up menu Asterisk none P Asterisk people with a status of You can then select the desired membership categories by command clicking Macintosh or control clicking Windows Asterisk Membership Choices Command click to select 7 Members Ed inactive member na v Non members attender visitor friend Unknown If you are printing Family Directories you have an additional choice to asterisk family members who are not in the chosen source marked unmarked or current selection 8 8 PeoplePower User s Manual Reports v Asterisk none Asterisk family members not in source Asterisk people with a status of M Comments This area allows you to type whatever notation or heading you would like at the top of your report You can only enter a comment for the Standard List directory Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted With the exception of the Standard List you can make changes as additions to your directories in the Print Preview window After selecting Print Preview you can also choose to print front and back pages separately to end up with a completed directory When it prints the directory out it will print all the odd pages first ask you to reinsert the pages upside down and print al
189. tomatically includes searches for all categories of current membership current activities groups and events In addition you can select parent items thereby searching on the parent and subitems all at once e When creating searches you can now select parent activities membership groups events and funds for your search criteria When doing so your search will include all subitems e Entry of dates can now be accomplished with a popup calendar style date picker e All printed output can be saved in PDF format on Mac OS X e You can now switch data files and create new data files while running People Module e The People module now has a summary information page that combines personal family and membership information e The Last Name field in People can now hold 40 characters previously was 20 This is especially useful when the Last Name is used for a company instead of a person e A Family Email field has been added Like addresses and phone you can choose to have both personal and family emails unlisted when printing directories e Contacts e Contacts now use the integrated word processor for full control over layout and formatting Write all of your correspondence in PeoplePower and you ll never lose track of them And of course you can do full text searches on the body of your contacts e Contacts can be printed or emailed directly from within PeoplePower Sending emails requires access to an SMTP mail server B
190. tosh or the Enter key located above the Shift key Windows or just click on a name to view the record Marking Records Marking records is a way to narrow down the list of names in order to group them in some way or for printing reports PeoplePower User s Manual People view Show All red find Dorn Deborah Command click to mark Discher Jane a Discher Richard Dobos Kalman Doe James Doe Jane Elizabeth x Doe John M Il Dominic Chris a Dominic Doris Y Dominski Georgia J Donates Francisco Dorn Debor Dorn DeMar Dorn Destiny Dorn Mae Helen Dorn Queen Douglas Louise Dowse Scott Doyle Carmen Doyle Joseph P Drake Dave i Duggins Davis Dukes Cecil Lynn Dukes Anna Dukes Toni Dunbar Dawne To mark or unmark a record command click Macintosh or control click Windows the desired names You can mark all records or unmark all records by choosing Mark All or Unmark All from the Selection Menu To view only the marked records select View Marked To view only the unmarked records choose View Unmarked from the Selection menu Sometimes it may be simpler to mark all records and then unmark the records you don t want Choice Lists Several fields in the People entry record have a choice list associated with them in order to ensure constancy The values that are allowed are stored in customizable choice lists Fields with choice lists attached have a blue downward po
191. ts i i inal Activities Attendance Meetings Title doesn t r Gender doesn t ma Pledges B mok 1 Contacts Notes Click on is greater than from the comparison pop up next to Amount Find People based on Donations Amount v doesn t matter j IS Date is greater than Description is less than Voided is in the range In the number field that appears type the number 50 then tab 50 00 is greater than Amount Notice the comparison pop up next to Voided This is a true false field This particular field automatically defaults to false You would only change it to true if you were looking for voided donations Amount is greater than rey 50 00 Date doesn t matter rey Description doesn t matter Voided Void Explanation doesn t matter Click on the button to add it to the list of search criteria PeoplePower User s Manual 7 5 Finding Records EET f save Mf Load Last First Name starts with W Born after 12 31 1954 Donation Amount is greater than 50 00 Donation is not voided Donation is not voided Finally click on the Find button to search for the records f Where to look In Database What to do Replace Selection ka 9 Here are all the people whose last name begins with W who were born after 12 31 1954 and who donated more than 50 view E find W Command click to mark Wright Richar
192. u to set where the picture will be pasted floating or within the text for example For more information refer to Pictures on Page on page Delete Deletes the current selection Select all Selects all the elements present in the area being edited characters tables and pictures Note If Page View mode is selected and the cursor is located in either the header or footer area only the contents of that area will be selected Find Displays the Find dialog box The Find dialog box is used to define character style border or format searches Find Next Triggers a search based on the last character or format search you performed Replace Displays the Replace dialog box This dialog box allows you to define searches in the same way the Find dialog box does It also allows you to define a character string that will replace that string you searched for Replacements are not limited to characters and can be extended to character paragraph border and style formats Replace Next Triggers a search based on the last character or format search you performed followed by a replacement identical to the last replacement executed Change case Displays a submenu that allows you to modify the character case of the current selection lower case converts the selected text to lower case UPPER CASE converts the selected text to upper case Title Case converts the first letter of each word in the selection to upper case
193. umns this tab allows you to set up alignment and spacing of columns You can also automatically fill in fixed values and information from your data gt Rows this tab allows you to set up formatting and borders for the rows of your table You can also automatically fill in fixed values e Spelling Invokes the spell checker PeoplePower comes with a demo version of the GetItRightFor4D spell checker You can purchase a license for it from the Automated Solutions Group web site at http www asgsoft com The word processor will also work with standard CSAPI spell checkers e Language This should be the same language as set up in the spell checker e Document Information Displays a dialog where you can enter special information about the document Title Subject Author Composer and Notes PeoplePower User s Manual 11 7 Word Processor e Document Statistics Displays a dialog that summarizes your document e g word count paragraph count etc e Compute References Now Recalculates all dynamic references to their current values For more information on dynamic references see page e Freeze References Converts all dynamic references into static text thereby breaking the link to your data This allows you to preserve your letter s reference information to the values they currently contain For example if you have a reference to a person s address and it later changes the next time you open the document the address sho
194. unning PeoplePower log on with the user name Administrator and the password admin Important Change the password for the administrator after logging on to protect your data See Chapter 9 for more information on the password system If this is your first time using PeoplePower you will be asked to choose an existing data file or create a new one Open data file 42 EJ Desktop 1 Daily Backup Macintosh HD Eject Desktop 3 Trash New Data File Click on the New Data File button Choose a location for your data file we recommend a unique folder within your Documents folder and choose a name for your data file e g the name of your organization Then click on the Save button PeoplePower User s Manual Getting Started y a Create a data file amp FieldDef c Macintosh HD e HLPINDX a 3 Mac4dx Eject 3 PeoplePower v2 ED PPHLP gy TableDef Desktop Cancel Save as My Organization data Save ile Registration PeoplePower will run in demo mode for 60 days until you enter the registration code for your organization If you have not registered within 30 days of first trying PeoplePower you will be unable to view your data until you register it During the demo period all of your reports will print with the words Demo Organization instead of with the name of your organization and the word Demo will appear across the body of the reports Aft
195. urrent Participants Aug 26 2003 7 27 PM Page 1 8 38 This report lists the participants and a set of dates for recording attendance that would typically be handed out to the leader or secretary of each activity The sheets can be collected periodically and the attendance entered into PeoplePower PeoplePower User s Manual Reports Reports Pledges Attendance forms for recording attendance Activity List Activity Participation Attendance Frequency Select Attendance Sheets from the Activities tab Q Attendance Sheet Options Options Meeting frequency every week B Starting Date Day of week Tuesday ry Number of meeting dates 1 B Number of blank lines 5 Participants Current 1 00 00 00 toj00 00 00 Source f Current Selection 78 comments A Print Preview S PeoplePower User s Manual 8 39 Reports 8 40 TIP Before opening reports it might be helpful to mark the activities for which you want to generate attendance sheets from the Activities List Meeting frequency Does the activity meet one day every day every week etc o e wt Attendance one day E every day Options weekdays Meeting frequency v every week every 2 weeks every 3 weeks E Day of week every month in Starting Date Starting date Today s date automatically appears when this window is opened If different type in the date you will start taking attendance
196. w for binding your document into a book If you select Opposite Pages left pages will have the binding margin on the right and right pages will have the binding margin on the left Default Tab Spacing This value is applied to paragraphs where tab markers have not been set Widow and Orphan Control This prevents the first line of a paragraph from being left at the bottom of a page and the last line of a paragraph from being left at the top of a page Using Dynamic References 11 10 Dynamic References are references to information that can change These can be Date Time Page numbers or data fields from PeoplePower Data Fields A Data Field is a piece of information from your data Some examples are Salutation address and birthday To enter a reference to a data field select 4D Expression from the Insert menu Style Colars Parag Date and Time Page Number Special Character Soft Hyphen t 3EH Mon Breaking 5pace Page Break a L HTML Expression Hyperlink AD Expression PeoplePower User s Manual Word Processor Insert 4D Expression im Membership Type 4 B Month Name E People 4 3 f Field Expression J Birth Date 25 Birth Year D Create Date amp Create Time 23 Created By 23 Current Members Death Date Email 3 Familw IN Y Format mm dd yyyy Month Day Year Abbr Month Day Year mm dd y
197. window envelope so you don t have to print labels PeoplePower User s Manual 5 1 Donations 09090 Donations 9594 of 9594 New B Save Cancel Qy Search By Report Send Letter 2 Help ee M E it i Fiscal Years E 7 Double click dates to view donations ind nir a A 150 00 regular o Sten osinn Command clickto mark Hi Io m M Il V 01 16 2001 50 00 regular offering 200 a 1000 b 1994 Ls 1995 b 1996 1997 b 1998 b 1999 2000 v 2001 Date Tue Jan 16 2001 Amount 150 00 k an moea a aieeeee d 01 01 2001 Name Doe John M II Doe John M Il a 01 07 2001 intion i onn Mmmm m ep rne Description Eu offering z 0 01 12 2001 CJ Void Anytown Illinois 12345 01 13 2001 Y 01 14 2001 01 15 2001 Tax Fund Description general 01 17 2001 fellowship 01 23 2001 scholarship Aug 2002 Total 150 00 v 2003 o Next Donation Jul M Along the left side of the Donations Module is a list of years months and dates which contain donation data within those time periods Click next to a year to show the months that donations were made within that year Click next to a month to show the dates donations were made in that month Double click on the year to view all donations for the year in the list of donations on the right of the screen Do the same for months or days to view all donations for the month or day Above the list of dates are two buttons e view In this pop up menu ar
198. wn will be the new address not the address when the document it was originally created To prevent this choose Freeze References before saving the document e Draft Mode In regular mode the display of your document is based on information retrieved from your printer In some computers this will cause a noticeable slow down in typing To prevent this slow down choose Draft Mode In draft mode some spacing and alignment may not perfectly correspond to the printed document Zoom box The Zoom Box at the far right of the menu bar has the same function as Goto Full Menu from the File menu It expands the word processor window to the screen size Mac OS or to the size of the window of the application Windows The 4D Write menu bar temporarily replaces the PeoplePower menu bar The Tool bars The tool bars allow quick access to commonly used features They can be rearranged by dragging or they can be converted into floating palettes by dragging entirely off the tool bar area As you move the pointer over the tool bar buttons a description of the button appears These buttons perform the same actions as the equivalent menu items The Standard Toolbar imeelmgedeesgso smNo The Standard Toolbar contains buttons for Creating a New Document Opening an Existing Document Saving a Document Finding Text Printing Cut Copy Paste Undo Redo Viewing Invisible Characters Viewing References Inserting the Date and Inserting the Time M
199. xcept the People Module the only choice given in the Source pop up menu will be Find By selecting Find you will be able to do a search for the records you want For information on searches see Chapter 7 on Finding Records If you want to view the records from your search before printing the report open the People Module and make your selection before bringing up the Report Screen Comments This area allows you to type whatever notation or heading you would like at the top of your report Print Preview selecting this box allows you to preview the report on screen before you print it to make sure it is what you wanted When you look at the preview you can print one page at a time or once you are satisfied go back and re do the report without the Print Preview selected Mail Merge Report The Mail Merge report generates a text file consisting of the names addresses and salutations that you can use in conjunction with your word processor to do a mail merge Consult the manual for your word processor for information on how to do mail merges and what format to make the mail merge text file that contains the data PeoplePower User s Manual Reports PEOBIETY Activities Donations Pledges Giving Units Generates mail merge file for individuals or families Directory Labels Envelopes Audit Contacts Birthday Mail Merge Select Mail Merge from the People tab OQ Mail Merge Options E Windows
200. y NOTE PeoplePower is designed to keep information indefinitely for historical tracking You will not be able to delete an activity if you have entered people into the activity You cannot delete an activity that has child or sub activities This is to ensure accurate historical records e Cancel returns to the view mode and cancels any changes you may have made PeoplePower User s Manual Activities e Save saves any changes you have made to the record and returns to the view mode The red edit box disappears indicating you are no longer in the edit mode Pressing the Enter button on the numeric keypad is the same as clicking on the Save button The List of Activities Activities can be organized in hierarchical order a tree view to properly show the relationship of activities within the organization just like you would organize files in the Windows Explorer or Macintosh Finder You can create as many activities as you like and nest them to any number of levels Unused activities in the List of Activities appear in italics At the top of the List of Activities are two menu buttons e View these are saved searches Selecting an item instantly performs the search without having to open the Search Screen See Chapter 7 on Finding Records When generating searches or reports the contents of the list is referred to as the current selection The View pop up menu that is on all main module screens also automatically includes searche
201. y want to see the contacts made deselect the show personal info amp history box The notes option disappears Doe John M Il Date Time Type Followup Contacted by Private Notes 05 22 2000 9 35 AM Phone 00 00 00 Designer invited John to lunch 06 22 2000 2 47 PM Letter 00 00 00 Designer x informational letter re upcoming events 07 20 2000 2 48PM Phone 08 10 2000 Designer invited John to church 01 19 2001 2 59PM Visit 00 00 00 Designer to answer questions regarding his faith Sample Contact Report showing all contacts with no personal info amp history 8 26 PeoplePower User s Manual Reports Choose the Source for your report Source Marked Records Y 11 People comments L Print Preview The Source pop up menu allows you to choose which records or people you want to report on e Current Selection this refers the list of names in the People Module e Marked Records prints the marked records in the list of names in the People Module See Chapter 2 on marking records e Unmarked Records prints the unmarked records in the list of names in the People Module See Chapter 2 on marking records Current Selection 154 X SO Marked Records 119 E v Unmarked Records 35 m comments Print Preview PeoplePower User s Manual 8 27 Reports 8 28 Source Find t comments _ Print Preview 2 m If you bring up the Report screen from anywhere e
202. yyy Forced DateTime Abbreviated The Insert 4D Expression dialog shows a list of data fields that you can choose from organized according to the underlying table where the information is stored When you select a field you can also apply formatting e g for dates Although all of the fields are shown only some are appropriate for the document you are creating The following are the tables that can be used for various documents e People Contacts Fields from the People Family Membership Membership Type Contact Contact Type and User tables are appropriate e People Notes Fields from the People Family Membership Membership Type Notes and User tables are appropriate e Giving Unit Contacts Fields from the Giving Unit table are appropriate e Donations Fields from the Donations and Giving Unit tables are appropriate PeoplePower User s Manual 11 11 Word Processor e Activity Meeting Notes Fields from the Activity Activity Info and Attendance Date tables are appropriate In addition to inserting fields you can also create an expression to extract or combine information from fields There are also several predefined functions that you can use To enter an expression click on the Expression tab of the dialog td 2 Insert 4D Expression Field f Expression Format HE HHH B 3H HHH HHHH 0 3H HE HH 3HHE 4HE HEINE 00000 3HHE HHO 0 00 HHH HHO

Download Pdf Manuals

Related Search

Related Contents

Para empezar  Lantronix Switch XN User's Manual  

Copyright © All rights reserved. Failed to retrieve file