Member List Generator (7b) – Settings for Outputting to a File

Screen ID: 

Screen Title: 

LMBLBLS-92

Member List Generator – Output to File

 
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This screen appears after pressing Enter on the sixth screen, if the output type selected on the initial screen was “Produce a file.”

This screen is used to define how the output file should be produced.  The resulting database table, which will be stored in your credit union's QUERYxx library (where xx is your credit union ID), will include these columns (fields):

Field Name

Description

Length

Type

ACCTBS

Account base, including leading zeros; included only if the Print/save account # option is selected (see below)

9

Alphanumeric

MBRNAM

FIRST M. LAST with just one space between, or the full organization name (such as ABC CORPORATION INC.)

33

Alphanumeric

ADDR1

Address 1

25

Alphanumeric

ADDR2

Address 2

26

Alphanumeric

CITY

City

20

Alphanumeric

STATE

State

2

Alphanumeric

ZIP

ZIP Code (first 5 digits)

5

Numeric

PLUS4

ZIP+4 Code

4

Numeric

LBSORT

If any sequence numbers were entered on the Sort Criteria screen, this column will contain the actual content on which the records were sorted (for example, if you sorted by state, then city, you’d see the state and city repeated in this field)

80

Alphanumeric

LBFILL

Unused/filler space

80

Alphanumeric

LBSSN

If eliminating duplicates by SSN/TIN (see below), this field will contain the member’s Social Security/Tax ID number.

9

Numeric

LBCMPG

Campaign ID (as entered on this screen)

4

Alphanumeric

LBVNDR

Vendor ID (as entered on this screen)

2

Alphanumeric

LBCU#

Your credit union #

4

Numeric

LBHH#

If eliminating duplicates by household (see below), this field will contain the household number

6

Alphanumeric

 

When ready, use Enter to produce the file and return to the Home Page. A report (LMBRLX) will also be printed that displays the parameters used to generate the labels.

Field Descriptions

Field Name

Description

Replace member name with

If you wish to remove the member name from the label (or database file, if using that output option) and replace it with generic text such as 'VALUED CREDIT UNION MEMBER,' enter that text here. Leave the field blank to use the member's name (first, middle initial, and last name, or the full organization name).

  • This is particularly useful if eliminating duplicates by household, since the program omits all but the first record found within a household, and that may or may not be the head of the household. It is also useful when sending a file to a third-party vendor to use for a marketing campaign or other mailing, to help protect member privacy.

Output to database file

Enter the file name to be created. This will be stored in your credit union's QUERYxx library (where xx is your credit union ID).

Eliminate duplicates by

Choose one of the following to automatically prevent duplicate labels from printing or being included in the database file:

Address (A) – The system will read all of the address fields and discard all but one record for each unique address. All address fields must be identical. (This is the default selection.)

Household (H) – The system will look for household numbers for all of the members included in the mailing list, and will discard all but the first record found (in account number order) at an individual household number.

SSN/TIN (S) – The system will look for Social Security numbers for all of the members included on the list, and will discard all but the first record found (in account number order) with the same Social Security number or TIN.

Choose None if you do not wish the program to eliminate duplicate labels by address or household number (one label per account record).

Print/save account #

Check this flag if you would like to include the account number in the new file (will be the first column in the resulting database table). If the flag is left unchecked, the account base column will still be in the output but will read 0 for all members.

  • BE CAREFUL: If the list was sorted by account base, even if you leave this unchecked the resulting file will include the account base as part of the sort data field (column LBSORT).  So be careful when sending this data to a third party!

Campaign ID

 Any value entered here will appear in the final output and on the companion report (LMBRLX), and can be used for any purpose.

Vendor ID

 Any value entered here will appear in the final output and on the companion report (LMBRLX), and can be used for any purpose.