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:




- Open the Member List Form by List
- Switch to create mode.
- 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.
- Fill in the Code, Description, Status, List Owner,
and Default Date fields.
- 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:




- Open the Member List Form by Member
- Highlight the desired member at the top of the form.
- Hit the F9 key to move the Member’s Lists.
- Go into modify mode and hit the F4 key to begin
a new line.
- 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.
- Fill in the Code, Description, Status, List Owner,
and Default Date fields.
- 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.