Member List Generator (2) - Member/Non-member Selection

Screen ID:

Screen Title:

Panel Number:

LMBLBLS-02

Member List Generator - Member/Non Member Selection

6052

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Access this screen by pressing Enter on the first screen.

Helpful Resources

Learn how to view accounts with/without certain services.

Screen Overview

This is the first of a series of selection criteria screens that let you choose which members should be included or excluded in the final label output.

This screen is used to specify which members should be included on the mailing labels based on specific attributes of their current accounts. There are three choices for all of the attributes:

Include only accounts that have this attribute
Specifically exclude accounts that have this attribute.
The attribute does not matter; accounts will be included whether or not they have the attribute, according to all of the other selection criteria you specify elsewhere. This is the default choice for all fields on this screen.

On this screen, you may narrow down the list of members by specifying ranges for various settings, such as Corp ID, branch number or age of member by entering the appropriate information in the “Low” and “High” fields..

Once you have made your selections, press Enter to move to the third screen.

IMPORTANT TIP

All of the criteria you enter on this and subsequent screens are similar to “AND” criteria—this must be true, and this, and this, etc., in order for the member to be included. The more selection options you choose, the more complicated it will be to verify that you get the right members in your list, especially since some of the criteria are “exclude” or “without” options! So as a general rule, keep it simple!

Field Descriptions

Field Name	Description
Corp ID	To include/exclude a specific Corp ID.
Branch	To include/exclude only members assigned to a certain branch number (member branch).
Account base	To include/exclude a single account or a numeric range of account numbers.
Account type	To include/exclude only members who have sub-accounts within a certain range of account suffixes.
User-defined field 1	To include/exclude only members coded with a certain code or range of codes in the Mail code 1 field (MLCD1) on the MASTER record. SEE ALSO: ConfiguringUser Defined Codes
User-defined field 2	To include/exclude only members coded with a certain code or range of codes in the Mail code 2 field (MLCD2) on the MASTER record. SEE ALSO: Configuring User Defined Codes
Department/Sponsor	To include/exclude only members that have a certain code (or range of codes) in the Dept/Sponsor field on the MASTER record.
Employee type	To include/exclude only members that have a certain code or range of codes in the Employee Type (EMTYPE) field on the MASTER record.
Month of birthdate	To include/exclude only members born during a certain month. For example, if you want to include all members born in January, enter 01 in both the Low and High fields. CU*TIP: In most cases you should use either birth year or birth month, but not both. For example, if you enter a year range of 1930 to 1932, and a month range of 12 to 12, you will get all members born between December 1, 1930 and December 31, 1932. (Not just members born during December in the years 1930, 1931, and 1932.)
Month/year of birth	To include/exclude only members born during certain years, based on the Birth year field (BRTHYR) on the MASTER record. CU*TIP: In most cases you should use either birth year or birth month, but not both. For example, if you enter a year range of 1930 to 1932, and a month range of 12 to 12, you will get all members born between December 1, 1930 and December 31, 1932. (Not just members born during December in the years 1930, 1931, and 1932.)
Age of member	To include/exclude members of a certain age. For example you might only include members ages 18-65.
Membership open	To include/exclude only members with an account opened during a certain date range (looks at the date on the MEMBERx record). This should generally be used in conjunction with a selection on the previous screen to defines a dividend application, certificate type, or loan category. Otherwise the system will include the member if any of his or her accounts were opened within this period.
Date of death present	Look for anything in the MASTRL/MTDDTH field, include only (or exclude all) deceased members
Membership opened online	Include or exclude memberships opened by MAP/MOP,
Membership opened by	Can either enter a single current/archived employee ID or set the “Any archived employee ID” flag to Y (default this to N) to look for any ID that’s in the SECMASTHST archive table
Most recent credit score	Include or exclude a range of credit scores.
If score was pulled in the past x months	Enter 1-6.
SEG/Sponsor	Choose SEG codes.

Buttons

Button

Description

End Selection (F10)

Use this to skip all of the remaining selection criteria screens and proceed directly to the final output setup screen, depending on which output option you chose on the initial screen: