There are six types of directories available in Roll Call.
Custom – This directory allows you to pick which pieces of contact information and which custom fields to include in the directory. You can choose to include pictures or not. You can choose a one, two or three column format directory.
Standard – This directory allows you to choose which pieces of contact information should be included in the directory. You can choose a one or two column format.
Classic – The classic directory is a two column directory which contains the family names, address and home phone number.
Group – This directory contains the contact information for members of a specific group or class.
Family Picture – This directory includes 12 pictures per page. Below each picture are the family member names, address and phone numbers.
Group Picture – The group picture directory includes individual pictures for members of a specific group or class.
Custom Directory
The custom directory can include basic contact information, custom fields and pictures.
To configure the custom directory, do the following:
- Expand the Directory menu on the left sidebar.
- Highlight Custom.
- You’ll be presented with a list of all the families in your database. To reduce this list to only certain families, use the SEARCH icon at the top. For example if you only want members and regular attenders in the list, click on the Associations tab from the Search Database window. Then click on Member and Regular attender to move them to the selected column. Click QUERY in lower right. Now you have only members and regular attenders in the list for your directory.
- Click GENERATE to begin configuring your directory.
- Navigate through the options, general, custom, cover, fonts and output tabs to make your selections.
- Click GENERATE to build the directory.
Options tab
The options tab allows you to pick the format for your directory. Choose a 1,2, or 3 column directory; with or without pictures. Once you make your selection, click NEXT to go to the General Tab.
General tab
The general tab allows you to select which pieces of contact information should be included in the directory. Make your selection then click NEXT to go to the Custom tab.
List children – mark if you’d like to include children’s names.
Show family email – mark to include the family email address.
Show personal email – mark to include each family member’s personal email address.
Show cell phone – mark to include each family member’s cell phone number.
Show work phone – mark to include each family member’s work phone number.
Custom Tab
The custom tab allows you to choose which custom fields will be included in your directory. Any custom fields that your organization has defined will be listed in the Available Custom Fields column on the left. Click on a field name to move it to the Selected column on the right. All fields in the selected column will be included in the directory. Click NEXT to move to the cover tab.
Cover Tab
The cover tab allows you to create a cover page for your directory. A word processor is presented. Enter any text you’d like on the cover page. To insert an image, you’ll need to open the image in your graphics program. Within the graphics program choose Select All, then Copy. Back in the word processor on the cover tab, place your cursor where you would like the image and Paste it. Click NEXT to move to the font tab.
Font Tab
The font tab allows you to set the font type and size for each section of the directory: the header, footer, family names and body of the directory. Make your selections then press NEXT to move to the output tab.
Output Tab
In the setting section of the output tab, you can adjust the margins for your directory. Mark the box Column Separator to place a line between columns. Mark the box for Cover to include a cover on the directory.
In the Output section, you can choose your output format.
Print – sends the directory to your printer. You may also choose to print in a booklet format.
Save to Disk – allows you to save the directory as a file. You may choose to save in a 4D Write, Word or HTML format.
Open in Word Processor – this will open up the directory in Roll Call’s word processor. This is a great way to preview the directory.
Click GENERATE to create the directory in the format you’ve chosen.