Visitation Help

Church Membership Keeper allows you to track details of visits made upon members in your church. To enter visitation details go to the Ministry & Church layout and click on the "Enter Visitation Information" button. This will open the Visitation layout in CMK's main file.

The Visitation layout uses a portal to the Visit.fp3 file to store data.

Creating a new visitation record:

  1. Visit Date - To create a new visitation record simply click in the Visit Date field and enter a date.
  2. Visit Reason - Record in as much detail as you wish the reason for the visit.
  3. Visit Scriptures - Indicate any scripture you may have shared during your visit.
  4. Visit Notes - Make any additional notes about the visit you may wish to save. Remember that this data is not password protected so it can be seen by prying eyes. It is important that your notes fit within the space provided so that it will display properly in the Visitation report.
  5. Details Button - Clicking on this button opens the record of the current portal row in the related Visit.fp3 file. The detail record appears below. As you can see below it contains the same data as that on the Visitation layout in CMK's main file in expanded form.
  6. Print - Opens the related Visits.fp3 file and allows you to print a visitation report.

As you can see this layout is an expanded version of the one in the main file. The Return button returns you to CMK's main file. The print button pops up the following dialog.

Print Choices:

  1. All - Triggers a print script which opens the Visitation Dates layout which is described below. From there you can print a visitation report based on a range of dates for all records in the file. See below for more details.
  2. Personal - Triggers a print script which opens the Visitation Dates layout. Once the layout opens enter the date range for which you want to print a report. Note that CMK automatically fills in the current user's name in the Lookup field.
  3. Current - Prints a visitation report for the current record only.

Visitation Report:

The Visitation Report print out looks like what appears above. As you can see it is important that your notes not exceed the space provided on the layout in CMK's main file.

Visitation Dates:

When you select print from within CMK's main file or the Visits.fp3 file the above layout is opened. Enter a Report Start Date and a Report End Date. CMK will find all records in the Visits.fp3 file within the date range including the entered dates. The Lookup field is used to find the records of a specific member. It is a value list that contains all the names of membes in CMK's main file. Clicking either Continue button will print a visitation report for the date range and if you have entered a name in the Lookup field for the specific member indicated in the Lookup field.

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© 2000-2002 Rev. Glenn A. Lucas. All rights reserved.