Sending memberships out
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- New Member
- Posts: 1
- Joined: Sat Mar 22, 2014 7:02 pm
Sending memberships out
I have tried to send memberships out from my home computer, with no luck. Today I went to the church to send some records out. Before I did the transfer, I was given the option of doing the transfer on the internet, which I assume is my home computer. I did the transfer on MLS, then came home to see if I could actually have done it on my home computer. No luck. When I click on the "move records out" place, a spreadsheet appears. I could block the names on the sheet, but was afraid to copy or delete because there were no instructions on how to move the records out.
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- Senior Member
- Posts: 3908
- Joined: Mon Sep 24, 2007 9:17 am
- Location: Cumming, GA, USA
Re: Sending memberships out
When you move records out with Clerk Resources you should first see a screen that looks like this:fredash wrote:I have tried to send memberships out from my home computer, with no luck. Today I went to the church to send some records out. Before I did the transfer, I was given the option of doing the transfer on the internet, which I assume is my home computer. I did the transfer on MLS, then came home to see if I could actually have done it on my home computer. No luck. When I click on the "move records out" place, a spreadsheet appears. I could block the names on the sheet, but was afraid to copy or delete because there were no instructions on how to move the records out.
It sounds like you might be seeing this instead:
If so, you're selecting the wrong menu option. You want this one:
If you're seeing something else, please describe it in more detail.
Moving records using Clerk Resources works very well and it's quite straight forward. If you find the first screen above, just follow the steps as they come up.