Magic Support Articles

Member/Office List Maker

Title: Member/Office List Maker
Submitted by: Rapattoni Magic Software Support
Issue: How can I group my members or offices into specific lists?

Have you ever wondered how to group your members or offices in a specific list? Rapattoni Magic gives you the ability to do just that! It allows you to create custom lists to track information that pertains to members or offices (for example: past association presidents, list of members who golf, or members who speak foreign languages). Each list belongs to a certain category, making it easier to organize the various lists you create.

To Create a List and Add Members:

  1. Open the Member List Form by List
  2. Switch to create mode.
  3. Zoom from the Category field to the List Category Form. Select the list category you want the new list to belong to, or create a new one.
  4. Fill in the Code, Description, Status, List Owner, and Default Date fields.
  5. Click in the Number field and zoom to select members. From here, you can add as many members to the list as you wish (hit the F4 key to add a new line). Press ESC when you are finished.

To Add Members to a List:

  1. Open the Member List Form by Member
  2. Highlight the desired member at the top of the form.
  3. Hit the F9 key to move the Member’s Lists.
  4. Go into modify mode and hit the F4 key to begin a new line.
  5. Zoom from the Category field to the List Category Form . Select the list category for the type of list you want to add the member to.
  6. Fill in the Code, Description, Status, List Owner, and Default Date fields.
  7. Hit the F4 key to add a new line and add the member to additional lists. Press ESC when you are finished.

NOTE: You can create lists for offices using the same procedure above. Instead of using the Member List Maker, use the Office List Maker from the Membership menu.