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Blue Toolbar¶

Toolbar General¶

  • Toolbar Options

Individual Options¶

  • Compact Directory
    • Sample
  • Family Picture Directory
    • Generate a Family Picture Directory
    • Sample
  • Picture Directories w/Individual Photos
    • Generate a Picture Directory
    • Samples
  • Directories
    • Online Directories for Organizations
    • Directories on the Toolbar
  • Custom DocX Directory
    • Requirements
    • Replacement Codes
    • Including optional lines in the output
  • Family Mapping
    • Setup
    • Feature Use
  • Contact Report
    • Sort by Address
  • Custom Reports
    • Create a Custom Report
    • Sample Report
    • Run an Existing Custom Report
    • Edit an Existing Custom Report
    • Spreadsheet of Basic Column Headers / Fields
  • Export Members
    • Generate the Export
  • Export Involvements to Excel
    • Uses for the Involvement Excel Export
    • Information included in the export:
  • Engagement Score Report
  • Family Export
    • Run the Export
    • Sample
  • Labels - Family and Group By Address
    • Address Labels - Family
    • Address Labels - Group by Address
  • Printing Avery 5160 Labels
    • Skip Used Labels
    • Alignment Problems for Avery Labels
  • Status Flag Export
  • Word Merge
    • Saving and Uploading the Document
    • Add Merge to Custom Reports
    • Test the Report
    • Use the DocX Merge
  • Word Merge Family Directory
    • Create a Family Directory Using Word Merge
  • Word Merge Picture Directory
    • Create a Picture Directory using Word Merge
    • Inserting the Image into the Mail Merge
    • Complete the Word Merge