Quick List Overview

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Quick List Overview

 

Quick List is a CMD feature which allows you to create virtually any number of relationships between the names in your CMD data files.

CMD provides many preprogrammed data fields already to make it easy for you to group names and to print lists or reports of them that would be used in most any ministry setting.

But what if you need to print a list of people who are, for example, left-handed, or people whose favorite pizza is mushroom and black olive, or names who are free to attend church social activities only on Thursday evenings?

Quick List was created especially to allow you to create any sort of grouping or people relationship that you can dream up that is not provided for in the preprogrammed fields of the CMD. We call these new relationships that you can create Categories, and you can place any number of names already in your CMD data file into any number of the categories that you create. Once a name has been entered into CMD, that person is available to be added to a Quick List. Quick List Category names can be any sort of name you want up to 30 characters in length.

Quick List uses names you enter into CMD using the Enter/Modify/Delete Names dialog.

To access the Quick List dialog, either select the Quick List option on the Names menu, or press Ctrl-q.

To print names in a Quick List, go to the same Print Names dialog you use to print all CMD reports. Select Quick List Category in the First Step Selection box on the Selection page.

There are two tab pages on the Quick List dialog:

Add Names to Quick List. It is on this dialog page that you add a name or a group of names to any Quick List. It's also on this page that you create the Quick List Category itself. You may also completely delete a Quick List Category, rename it, replicate it under a different name, remove a name from all Quick List Categories, and perform an operation we call "Clean Quick List", which goes through the file to remove any deleted names from Quick List.

Add Names to Multiple Quick Lists. This page of the dialog allows you to select one or more Quick List Categories and then any number of names to all the selected Categories at one time.