MEMBERSHIP COMPUTER SKILLS PRESENTED BY MATTHEW TERRILL CHAUTAUQUA LAKE SNOWMOBILE CLUB, INC.

Transcription

1 MEMBERSHIP COMPUTER SKILLS PRESENTED BY MATTHEW TERRILL CHAUTAUQUA LAKE SNOWMOBILE CLUB, INC.

2 CREATING A PROFESSIONAL MEMBERSHIP CREATING A PROFESSIONAL MEMBERSHIP APPLICATION

3 WHAT INFORMATION DO I NEED? TYPE OF MEMBERSHIP FIRST NAME LAST NAME ADDRESS COUNTY OF RESIDENCE NUMBER OF SLEDS REGISTERING SPOUSE / PARTNER FIRST NAME SPOUSE / PARTNER LAST NAME CHILDREN 1-5 CITY, STATE, ZIP TELEPHONE

4 ADDITIONAL INFORMATION CLUB HOUSE / BUILDING ACCESS EXTRA CLUB MAPS CLUB LOGO STICKERS GROOMER FUN DONATIONS CLOTHING FUND RAISER TRAIL SPONSOR BONUS PROGRAM (DISCOUNT CARD)

5 DESIGN APPLICATION OPEN MICROSOFT WORD START A NEW BLANK DOCUMENT

6 TM1 NAVIGATING WORD - HOME

7 Slide 6 TM1 Terrill, Matthew, 4/5/2016

8 NAVIGATING WORD - INSERT

9 NAVIGATING WORD - REVIEW

10 NAVIGATING WORD - VIEW

11 START BY INSERTING AN LOGO CREATE APPLICATION LAYOUT

12 CLICK ON FILE SAVE APPLICATION

13 SAVING DATA ON PC FIND A LOCATION TO KEEP YOUR FILES C:\DATA\ FILE NAME NAME IT SOMETHING YOUR GOING TO KNOW MEMBERSHIP APPLICATION CLICK ON SAVE

14 EDIT PICTURES CLICK ON PICTURE CLICK ON FORMAT TAB NEAR TOP

15 INSERT TEXT BOX CLICK ON INSERT TAB CLICK ON TEXT BOX SELECT TEXT BOX TYPE DRAG TEXT BOX TO LOCATION

16 MODIFYING TEXT BOX DOUBLE CLICK / CHANGE SETTINGS IF NEEDED CLICK ON TEXT AND CHANGE IT TO READ CENTER THE TEXT CHANGE SIZE TO 26

17 INSERTING TABLE CLICK ON THE DOCUMENT WHERE YOU WANT YOUR TABLE CREATE TABLE 4 X 5 ENTER DATA AS SEEN BELOW AT SIZE 14 FONT

18 MODIFYING TABLE RESIZE FIELD MOVE VERTICAL LINE TO BE CLOSER TO NAME Click on the vertical line and move to left / right or horizontal up / down

19 MODIFYING TABLE MERGE FIELDS MERGE 3 FIELDS TO ONE ON THE ADDRESS LINE 1. Highlight Cells to merge 2. Right click 3. Merge Cells

20 MODIFYING TABLE SPLIT CELLS SPLIT THE STATE & ZIP CODE FIELDS 1. Click where you want to split the cells 2. Right click 3. Click on Split Cells 4. Enter number of Columns / Rows 5. Click OK

21 CREATE ANOTHER TABLE! ADD ANOTHER TABLE FOR SPOUSE OR PARTNER NAME ADD 4 SPACES FOR CHILDREN NAME CHANGE TEXT TO BOLD

22 ADD LONG TEXT RECREATE TEXT BELOW ON NEW APPLICATION USING A TEXT BOX

23 DOES YOURS LOOK LIKE THIS?

24 EXPORTING AND WORKING WITH DATA

25 EXPORTING DATA FROM NYSSA OPEN INTERNET EXPLORE GO TO ENTER YOUR CA USERNAME & PASSWORD CLICK LOGIN

26 ACCESS MEMBER LIST CLICK ON MEMBERSHIP LIST NEAR BOTTOM OF WEBPAGE

27 OPTIONS FOR DATA TO EXPORT SELECT DATA TO EXPORT FROM CURRENT PREVIOUS EARLIER SELECT JOINING THROUGH ONLINE CLUB ENTERED BOTH

28 CLICK ON EXPORT EXPORT SELECTED DATA

29 CLICK ON DOWNLOAD DOWNLOAD SELECTED DATA

30 SAVING SELECTED DATA CLICK ON THE ARROW NEXT TO THE WORD SAVE CLICK ON SAVE AS

31 SAVING DATA ON PC FIND A LOCATION TO KEEP YOUR FILES C:\DATA\ FILE NAME NAME IT SOMETHING YOUR GOING TO KNOW MEMBERSHIP EXPORT CLICK ON SAVE

32 DOWNLOAD COMPLETED COMPLETED EXPORT

33 OPEN THE DOWNLOADED DATA BROWS TO WHERE YOU SAVED YOUR EXPORT/DOWNLOADED DATA DOUBLE CLICK ON YOUR MEMBERSHIP LIST TO OPEN

34 SAVE AS SO WE CAN CHANGE DATA FILE SAVE AS SAVE YOUR FILE WITH A DIFFERENT NAME APPLICATION SORT CHANGE SAVE AS TYPE EXCEL WORKBOOK

35 SAVE AS SO WE CAN CHANGE DATA FILE SAVE AS SAVE YOUR FILE WITH A DIFFERENT NAME APPLICATION SORT CHANGE SAVE AS TYPE EXCEL WORKBOOK

36 FILTERING DATA CLICK ON DATA TAB CLICK ON FILTER

37 FILTERING DATA BY HEADERS A TO Z FILTER DROP DOWNS SORT A TO Z

38 FILTERING DATA BY HEADERS BY DATA FILTER DROP DOWNS UN CHECK ALL BOXES CHECK BOXES YOU WANT TO FILTER BY

39 FILTERING DATA BY HEADERS BY DATA RESULTS

40 MULTI LEVEL SORT CLICK ON DATA TAB CLICK ON SORT

41 MULTI LEVEL SORT BUILDING OPTIONS CLICK BOX MY DATA HAS HEADERS SELECT OPTION TO SORT BY ADD MULTIPLE OPTIONS CLICK ADD LEVEL AS MANY AS YOU WANT WHEN DONE CLICK ON OK

42 MULTI LEVEL SORT BUILDING OPTIONS FILTER BY ZIP CODE LAST NAME FRIST NAME NOTES: MIGHT BE GOOD FOR A LARGE BULK MAILING

43 MULTI LEVEL SORT BUILDING OPTIONS RESULTS FILTER BY ZIP CODE LAST NAME FRIST NAME

44 SAVE YOUR WORK CLICK ON FILE CLICK ON SAVE NOTE: SAVE AS OPTION WILL ALLOW YOU TO SAVE WITH A NEW FILE NAME CLOSE EXCEL FILE CLOSE

45 MAIL MERGE

46 OPEN YOUR APPLICATION CLICK ON FILE CLICK ON OPEN CLICK ON YOUR FILE CLICK ON OPEN

47 CLICK ON MAILINGS MAIL MERGE

48 MAIL MERGE RIBBON AND FEATURES

49 MAIL MERGE SELECT DATA SOURCE CLICK ON SELECT RECIPIENTS CLICK ON: USE AN EXISTING LIST

50 MAIL MERGE SELECT DATA SOURCE SELECT YOUR DATA FILE CLICK OPEN YOU WILL WANT THE ONE YOU SORTED OR FILTERED OPTIONS

51 MAIL MERGE SELECT DATA TABLE SELECT YOUR TABLE CLICK OK THE TABLE IS THE TABS AT THE BOTTOM OF EXCEL WHEN YOU ARE LOOKING AT A SHEET

52 MAIL MERGE INSERTING MERGE FIELD CLICK WHERE YOU WANT THE FIELD FOR EXAMPLE: CLICK IN THE BOX AFTER FIRST NAME

53 MAIL MERGE SELECTING MERGE FIELD CLICK ON INSERT MERGE FIELD

54 MAIL MERGE SELECTING MERGE FIELD CLICK ON FIRST_NAME CLICK ON INSERT CLICK ON CLOSE

55 MAIL MERGE FIRST FIELD INSERTED! SHOULD LOOK SOMETHING LIKE THIS

56 MAIL MERGE INSERT THE REST OF THE FIELDS SHOULD LOOK SOMETHING LIKE THIS

57 MAIL MERGE ADDRESS BOX INSERT TEXT BOX LOOK BACK TO SEE HOW IF NEEDED CLICK IN TEXT BOX CLICK ON MAILINGS TAB CLICK ON ADDRESS BLOCK CLICK ON MATCH FIELDS _

58 MAIL MERGE ADDRESS BOX-MATCH FIELDS MATCH THE REQUIRED FOR ADDRESS BLOCK TO THE EXCEL DATA NOTICE: ADDRESS 2 DOES NOT MATCH? SELECT ONE FROM DROP DOWN ARROW

59 CLICK ON PREVIEW RESULTS MAIL MERGE PREVIEW RESULTS

60 SEE RESULTS FROM EXCEL MAIL MERGE PREVIEW RESULTS

61 MAIL MERGE PREVIEW RESULTS FORWARD/BACKWARDS PREVIEW CLICK ON THE ARROWS TO PREVIEW OTHER RECORDS IN THE DATABASE

62 MAIL MERGE FINISH & MERGE CLICK ON FINISH & MERGE CLICK ON EDIT INDIVIDUAL DOCUMENTS THIS IS NICE TO SEND TO PRINTERS AS PRINT READY

63 MAIL MERGE MERGE TO NEW DOCUMENT SELECT WHAT RECORDS TO MERGE ALL CLICK OK

64 MAIL MERGE LETTERS1 WORD NOW AS CREATED YOUR MERGED APPLICATIONS CLICK FILE SAVE AS CHANGE NAME TO MERGED APPLICATIONS

65 MAIL MERGE LETTERS1 WORD NOW AS CREATED YOUR MERGED APPLICATIONS CLICK FILE SAVE AS CHANGE NAME TO MERGED APPLICATIONS CLICK SAVE

66 PRINT READY WORD NOW AS CREATED YOUR MERGED APPLICATIONS CLICK FILE SAVE AS CHANGE NAME TO MERGED APPLICATIONS PRINT SAVE AS TYPE: PDF

67 NEWS LETTERS - COMMUNICATIONS PRINT NEWS LETTERS ELECTRONIC NEWS LETTERS CONSTANT CONTACTS WEBSITE POSTINGS FACEBOOK TWITTER INSTAGRAM

68 MEMBERSHIP TIPS LASER PRINTER PRE-PRINTED ENVELOPS POSTAGE METER BROTHER LABEL PRINTER MULTIPLE SCREENS FOR PC/LAPTOP