CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.

This (HELP ?) Circle narrative is for the "SET ORDER OF FIELDS" Screen and Display Panel in MemberLink.

Sequencing the Fields

The "SET ORDER OF FIELDS" Screen is used to determine the sequence of columns when you export data to the .CSV file (spreadsheet format that you can open with Microsoft Excel).

Listed on this Display Panel in the column on the left will be all the Data fields you selected for Export. Standard Data Fields will be listed first, followed by the Segmentation Filter Data Fields, then the Regular Data Fields. Following those, Custom Data Fields will be listed alphabetically in ascending sequence.

On the left side of each Data field, there is a blank box. You may enter a sequence number in any or all these boxes. If you enter a number in some boxes, but not all boxes, the numbered Data fields will appear in the spreadsheet in the left-most columns, left to right, in the order you numbered them. The blank box Data fields will appear in the columns to the right of the numbered Data fields and will be arranged alphabetically left to right.

** Example: You want First Name in Column A, Last Name in Column B, Address1 in Column C, etc. To achieve this, you would put a 1 in the First Name box; put a 2 in the Last Name box; and put a 3 in the Address1 box. Or you could put 4 in the First Name box; 10 in the Last Name box; and 14 in the Address1 box.

The number used to start the sequencing (1, 4, 14, etc.) is not important. Use the lowest number for the left-most desired Data column, and increase the number for each succeeding column so that the highest number is on the right-most Data column. Also remember that blank box Data columns with be to the right of those that were numbered.

After entering the desired sequence numbers, click the [SET ORDER OF FIELDS] Button to save the numbers and return to the "EXPORT CONTACTS" Screen.

If you click the [IGNORE AND CONTINUE] Button or the [BACK] Buttonbefore you click the [SET ORDER OF FIELDS] Button, you will be returned to the "EXPORT CONTACTS" Screen with all Data field boxes still blank. The numbers you entered, if any, will not be saved if you decide to "ignore" and return.

** Note: When you return to the "EXPORT CONTACTS" Screen, as a convenience to you, the sequence numbers you entered will be shown in parentheses to the right of the Data field names.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230