Interest File Families

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Interest File Families

 

On the Enter/Modify/Delete Names dialog, an Interest File Family is noted by the words Interest File Family displayed in red letters just above the Family Name field in the Family data area. This moniker means that the family you see on the screen here in Enter/Modify/Delete Names is a part of CMD's Interest File - and could have been entered on the Interest File dialog or marked to be an Interest File Family here on the Enter/Modify/Delete Names dialog.

Note that only the basic name, address, phone fields, and Membership Status are populated. This is done purposely so that these names will not appear in normal lists when selected using Print Names. The Membership Status is automatically set to Interest File Name for each individual in the family who was entered in the Interest File dialog.

If you wish to start including these names in some of your lists such as newsletters, birthday lists, etc, then set any of the fields you wish to use. This will automatically include them if their data matches your selection in Print Names.

However, note that you can still limit your selections to not include interests if you also select Membership Status as a criteria and specify members only (or whatever other selection you need) and the list will then not include interests because they are marked as Interest File Name and not with a Membership Status choice that denotes members.

How To Remove the Interest File Family Designation

There are two ways to accomplish this.

There is an option on the Interest File dialog itself that will allow you to "transfer" a family from the Interest File to the main CMD data file. That option is found by clicking the - button on the navigation bar when the family you wish to transfer is on the screen.

The other way to do it is right here on the Enter/Modify/Delete Names dialog. To transfer the family from the Interest File to regular CMD family status, click the button that says Unmark as IFF which is located just below the + icon on the navigation bar. When you click this button, you should immediately alter the Membership Status information of each family member so that they no longer indicate that they are an Interest File Name.

How to Mark a Family as an Interest File Family

If a family is not designated as an Interest File Family but you would like to mark it as such, click the button that says Mark as IFF located just under the + icon on the navigation bar. From now on, this family will receive the red lettered Interest File Family designation on the Enter/Modify/Delete Names dialog, and it will now appear on the Interest File dialog along with other Interest File families. Note that the Membership Status for each family member will be automatically changed to Interest File Name during this process.