CMS (Church Management System) Version 5 Export Envelope File

For additional assistance, please contact The Software Library Technical Support

Create a Merge Process - One Time Setup

1. Open CMS
2. Click CMS from the Menu
3. Click Contribution
4. Click Process
5. Click Merge/Export File
6. Click New Report
1. Select a Sort option ( Person Name or Envelope Number )

2. Set the File Destination to A:\filename.TXT where filename is your monthly mailing number.
   

3. Set the File Type to Envelope Mailing
4. Selections
• Member Status : Choose appropriate options
• Participation Status : Choose appropriate options
• Contribution/Pledge Selections : Choose appropriate options
• Person Additional Selections : Choose appropriate additional information
• House Additional Selections : Choose appropriate additional information
• Include Persons to be Removed : check if appropriate
5. Use Alternate Addresses if in effect : check if appropriate
6. Field names in first record : check
7. Close to save the macro

Run the NCS Merge Process - Create a parishioner file for NCS

1. Open CMS
2. Click CMS from the Menu
3. Click Contribution
4. Click Process
5. Click Merge/Export File
6. Select the NCS Merge Process Name and click Select
7. Place a blank floppy disk in your floppy drive
8. Click Output File
9. Send the file on the floppy to NCS