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If you have created Memberships and/or you have downloaded Memberships from the online module you can locate these by using the Search – Search Paid Memberships in a Date Range. You might have a process to do these daily or weekly, depending on the volume of Memberships you have signing up.

Remember to have a template setup under the Membershipcards folder and use the ADDITIIONALMEMBERS merge field to list any valid additional members.

1.Click Search on the tool bar of the Membership form

2.Select Search Paid Memberships in a Date Range

3.Enter a Start and End date

4.Place a tick in the New tick box and Select

5.Click Cards on the tool bar

6.Select Generate Card Mailing (this Search) to load all the selected memberships into Mail Manager

This will open Mail Manager and the members will be loaded into a mailing

7.Click Edit on the tool bar

8.Select Membership ID (Batch Receipts) from the Order By drop down so the mailing is sorted by membership id

9.Click OK

10.Click Merge to Word under the Workflow to print the cards

11.Select the appropriate Card template

Because the Lookup Value to create a card for all Linked Members is set to Yes a Card will be created for all additional members except the Role type indicated in Lookup Values to exclude e.g. Child. The Additional Members merge field will populate any additional members e.g. the Child