MemberCentral Blog

Posted on: Jul 17, 2019

Want to quickly copy info from a member record to paste into a letter, email, or document?  You can click the Copy Info icon at the top of each member’s record to use the copy feature.  To Setup, first go to Member Settings/Member Fieldsets and create a Field Set containing a list of fields you want to include in the copy feature; note that the order of the fields in the list is how items will appear when you copy; you can also include Groups like "Member" or "Contributor". Next go to Member Setup/Member Settings and find the “Use these Member Field Sets, for the "Copy Info.” Here you can select the Custom Field Set you created for the copy feature.