Paritek Home Paritek
Software
Features
Current Users
Latest Article
Archives
Sales Questions
Web
Sites
Latest Article
Archives
Sales Questions
Technology
Issues
Latest Article
Archives
Submit a question
Custom Programs
David
Marchak
Links
|
Which families
will be printed (version 3.0)
With the introduction of
version 3.0, there are now many factors which will
determine which families will be printed on a parish
list, a custom report or on labels. If it looks like one
(or more) of your families is missing from the list, you
may want to check these options.
Family Status Code
- Check the system
defaults (Edit > System Setup >
System Defaults) under the Reports
tab to see if there is a check beside "Print
all families, regardless of their
"status" setting. If there is a check
here, it will not matter what status code the
family has.
- If your family has no
status code entered, they will be printed (unless
there is some other factor at work).
- If they do have a
family status code, the program will look at the
code itself to see if it should be printed. Check
Edit > System Setup > Family Status
Codes to see which codes will be printed
and which will be left out.
Areas
- Check the system
defaults (Edit > System Setup >
System Defaults) under the Reports
tab to see if there is a check beside "Print
families with an area outside parish
boundaries". If there is a check mark here,
then the area will not affect which families are
printed.
- If the above option
is unchecked, have a look at which area a family
is in. Then check their area (Edit >
System Setup > Areas) to see if it
listed as being "outside of parish
boundaries". Note that it is possible for an
area to be defined as being in or out of parish
boundaries, depending on the street name. You
should be consistent to avoid unexpected results.
Never Print
- For individuals,
there is a field marked "Never Print".
If this is checked, their name will not be
printed on any report, regardless of their family
status, area, etc. This should only be used in
those cases when you do not want a name printed
on any list, ever again (for example, if
someone dies, or refuses contact with the church).
- The one exception to
this "Never Print" option is income tax
receipts. If a person contributes, they will get
a receipt, even if they have died.
Sort Names
- Version 3.0 now makes
use of "Sort Names" as opposed to
surnames when sorting reports. In most cases, the
surname and sort name will match. However, you
may set up your list to print Mc's and Mac's
ahead of the other surnames that start with M by
entering the sort name as M Donald
or M Phee. Then if you try to
print names from Martin to Medford, the program
will not print the McDonald family, because their
sort name does not fall between the entered
names.
- If you are used to
the Dos version of Paritek, you may be used to
typing a single name twice to generate a report
for only one family. For example, if you
wanted to print a label for the Bishop
family, you could print names from Bishop
to Bishop.
Now, because we use the sort name instead of the
surname, you must enter a wider range of names to
print. If you enter the range as Bish
to Bisi, you
will probably see the information you want.
Address Order
- As part of the
address entry, there is a filed which allows you
to define which order the address lines appear.
One of the options is "Do Not Print".
In this case, the name will appear on reports,
but the address will not be included. This can be
used in cases where someone has moved, but left
no forwarding address or if they do not want any
mail sent to their residence. This will also
create an incomplete label (see below).
Labels
- If you are missing
names from your labels, it may be because the
address is incomplete. An incomplete address is
defined as one with less than two lines
(including city). For example, a letter
addressed to "Mrs. Patricia Monk, Vancouver
BC" probably won't get to her. Check
the system defaults (Edit > System
Setup > System Defaults) under the Labels
tab to see if there is a check beside "Print
labels for families without a proper
address". If there is, you will get labels
no matter what the person's address. If not,
families with an incomplete address will
disappear from your label sheets.
- It is also possible
that names may seem to disappear when printing
labels for individuals. Check the system defaults
(Edit > System Setup > System
Defaults) under the Labels tab
to see if there is a check beside "Combine
family members onto a single label when
possible". For example, if you were
printing labels for your altar servers and both
Susan Pope and John Pope (sister and brother)
were in that category, you would get a single
label addressed to "Susan and John
Pope". This is designed to reduce the
amount of postage required to send out
information.
Version 3.0 improves your
ability to control what information is printed. However,
it does make things more complicated. As long as you know
what the program is doing, you should be able to generate
reports with the names you want to appear.
Return to Archives
|