In the main menu, select People/Print…/Person List.
Most person-related print and output functions work similarly to the person list.
For this reason, we will go through the different functions using the list of persons as an example. In the later sections, we will look at the differences in the functions Form printing, form letters, address labels, Order badges etc.
The definition of a printout in PC CADDIE always results from three essential questions:
In the dialogue of the list of persons you will find Layout you will find a list of possible list formats. Some formats are already predefined here during the initial installation of PC CADDIE. You can try out these formats one after the other.
Please note that formats such as „Greenfee Bag“ or „Cash, Invoice“ are not intended for printing lists of persons.
If you wish to have your own layout with individual information, you can very easily design your own format with PC CADDIE by clicking on the button Edit button. The following window opens:
The format „Addresses, family-wise“ shown above is perhaps a little too complicated for the beginning. Nevertheless, we would like to explain it to you briefly, because this format shows very well what numerous possibilities the function offers you:
The format „Addresses, family-wise“ is defined in such a way that the whole family is always printed together in a list, i.e. each family member is listed. The address, however, is printed only once, namely for the family contact person. For the remaining family members, only the first name is printed.
We recommend that you familiarise yourself with this by trying it out. However, you should not bother with the text here, but directly click on the button button - this makes it very easy to design your desired format. Please answer the following security question in the affirmative first:
The following dialogue opens:
Everything is already set correctly for the normal case. Simply enter the title enter.
You should not anticipate the group of people in the title. If, for example, you need an address list of senior citizens, you should first only select what is to be printed from the senior citizens, for example the addresses. The title should therefore be „Address List“ and not „List of Seniors“, as you can use this format later for ladies, juniors, etc. Since Specify person filter is normally activated, the information about who actually appears on the list is automatically added by PC CADDIE when printing. In addition, you can enter an individual heading for the printout in the „Title“ field!
The lowest query Print entry only if this field is filled ist: is only needed, for example, for Caddiebox lists. Here you can specify in advance that a person is only printed if, for example, the field „Caddiebox“ is filled in at all (but you could also create a person filter in the person group only for persons who have a caddiebox).
Normally you leave the selection set to no restriction.
When you press OK and at the following information Continue you can select the fields (information) you need for your list one after the other:
Click Next, to continue with the formatting, or click Cancel, if you have selected all the fields you want or want to add more fields later.
TIP If you simply start writing here in the upper left field, you can quickly find the field you need:
Let's start with <Z> „Line number“. Click on Add and the next query follows:
Everything is already correctly specified here, you only have to confirm with OK to confirm. In exceptions, it may be useful to increase the field length here. For example, if you want to print long names in full, it may be useful to increase the value of the field „Last name, first name“ from the suggested 25 characters to 35-40. The tick next to „Line after“ ensures a visible vertical line behind the field when printing. Alternatively, you can also set the checkmark „Tabulator after“, it provides for a separation of the individual fields that is invisible when printing. Only if one of the two separators is set will the fields be placed in separate columns when you copy them into Excel. The checkmark „Variable field length“ is rarely used for lists of persons.
By repeatedly Add and OK repeatedly and, of course, always selecting a new field (street, postcode and city, telephone etc.) you can complete your list. After the last field has been added, click Done. You return to the format editor where you can now see the format of a list line described by fields.
If you wish, you can also make manual changes here.
TIP We recommend that you use an already defined layout for the beginning.
See here special commands for the layout:
|<FAMILIENWEISE>||All individuals of the family are listed.|
|<NICHT_FAMILIENWEISE>||The family is not listed with all individuals, there is only one entry for the contact person.|
|<FAMILIENWEISE_EINZELN>||Each family member gets a full line (with its own item number).|
|<FAMILIENWEISE_ALLE>||Special item, this brings all family members, even if they do not fit into the filter.|
|<ZUSAMMENFASSEN>||This command forces the family members to be grouped together.|
Now you have to determine for the printout which group of people should appear on the list. Let's take the senior citizens list as an example again: You do not want to print all persons, but only the senior citizens. As with the layout, various filters are already set for the group of persons. Click on to fold down the list.
The filters „All persons“, „All members“, „All guests“, „All ladies“ are fixed. All guests„, „All ladies“, „All gentlemen“ and „All suppliers“. So that you can quickly distinguish these filters from your own filters, the unchangeable filters have been set in PC CADDIE green green. Own filters, on the other hand, are marked with grey grey background.
The option „Individual persons“ is also very important. If you select this option and then start the printout, you will be asked during the printout who specifically is to be printed. This is particularly practical when printing address labels or when reordering ID cards for individual persons.
All the person groups that appear below „Special“ are ready-made examples, but you can change them. The person group „Seniors“ does not yet exist and must first be defined for our example. To do this, click on the button Define. In the dialogue that appears, click first on New filter. The following window opens:
For the senior filter, we are mainly interested in the age class (the age classes are set in the person characteristics ), as this distinguishes the seniors from the other persons. Put the following in front of the Age group and enter only the number for seniors, generally „6“, in the empty field behind the designation. If you do not know the number, click on the button and then select the desired age group in this way.
Click on Save when you are satisfied with your filter. (For other filters you may need to enter or activate other information). You can now give the group of people a name. For our example, this would be „Seniors“. Confirm with OK.
List of persons monthly move-in
For a person list of monthly payers with move-in, set the following if you do not have the payment method field:
The C refers to the club area and the m for monthly.
Tournaments contain invitations and evaluations for a wide range of age groups. Especially for championships and league matches, the prize age groups are different and independent of the age group, which PC CADDIE automatically assigns in the person characteristics.
Better: You set an extra tournament person filter according to birth years and, if applicable, gender. It doesn't matter whether you do the prize evaluation for AK14, AK 50 or AK65.
Here, for example: The settings for a tournament person filter „Seniors AK50“ (as of 2015, gender-independent)
In this way you can define several new prize class person filters, save them and select them in the prize evaluation. The definition can also be done directly in the tournament via the price evaluation, see: Preisauswertung . But please: Do not forget to readjust the birth cohorts from year to year!
Only possible in Germany!
If, for example, you only want to know who has died, select „Reason for leaving: V“ in the filter. It is important that the entry/leaving field matching …. is empty. You can select the leaving date as desired.
There are further filter options for reasons for leaving based on the letters. If you select only the resignation date, all persons who have resigned will appear. You can also print the reason for leaving in the list layout!
With this filter, we have defined a group that includes all seniors - i.e. regardless of whether you are a member of your golf club or not. For tournaments with a senior prize, this is probably correct, but for an address list, you may only need a list of active seniors from your club. To define this new filter, press again on Define.
Now additionally activate the Member Status and click on then select all membership types that are considered active in your club, for example „Member“ and „Honorary Member“. In addition, you should enter in the field Entry/Leaving to match the enter an „h“ for Today. In addition to the membership status, this also ensures that no former or future members are printed (for former members the resignation date is before today, for future members the entry date is after today - such persons are not suitable related to today!) You can enter in the field Entry/leaving date in order to print exactly those persons who, for example, were members on 01.01. of a year!
All entries made in this dialogue must be completely fulfilled for a person to be printed in the list (AND link). However, within a line, e.g. for the membership status, it is sufficient if one of the comma-separated possibilities („Active“ OR „Honorary member“) applies. Altogether, the following definition results: „Senior“ AND „Member“ (OR „Honorary Member“) AND entry/exit appropriate for „today“.
You can also save this filter if you need it again and again. For example, give it the name „Members, active, seniors“ so that you can easily and clearly find it again.
You can apply the filter function for all other characteristics in the same way as for age group or membership status. For example, restrict that only persons with handicaps between 0 and 15 should be printed. Or print only female persons.
On the other hand, we would like to make special mention of the outstanding filtering options:
Activate the lowest field in the person filter. Usually the first field next to it is Additional info. By expanding the list, however, you can also select many other options, such as postcode, city, date of departure etc.
For example, if you need a list of the club team, this field should be filled as follows (see also the description for the field Additional info field in the personal data input window):
To print the persons who play in the club team OR the senior league (comma between the possibilities):
And so the persons who play in the club team AND the senior league at the same time (plus between the possibilities):
Read here how to Additional information invest.
The character for negation is the “!„: For example, if you want to print all persons who do NOT have „SEN“ in the identifier, the input must look like this:
You can also print only those persons for whom anything is in the field, i.e. for whom the field is not empty - just enter an exclamation mark “!„:
You would like to inform your members with e-mail addresses by e-mail and the members without e-mail addresses by post?
TIP Set the filters as follows:
People with e-mail address
People without an email address
And this is how you define a filter for people in the postcode range from 52000 to 52999:
You can also define a filter for the ID card order:
Enter an exclamation mark “!„ to indicate persons for whom a badge should be ordered. Enter “<LEER>„ for the persons who are not to receive a badge or an „*“ to indicate those persons who are entered on the order.
Filter members with full playing rights with the letter: U (U = unrestricted)
Filter members with restricted playing rights with the letter: E (E = restricted playing rights)
Filter members without playing rights with the letter: K (K = no playing rights)
G = Gold
S = Silver
N = Neutral
V = VcG
As of 2017, the following letters are essential:
F = Remote member
R = Regional
By activating the option Negation option reverses your entire filter:
For the following example of senior citizens, PC CADDIE will then print all persons who are not are seniors:
With the buttons below Special filtering in the right part of the definition window, you can also restrict groups of persons to certain tournaments, bookings or turnovers.
For example, if you need an address list or a circular for the participants of two tournaments of a golf week, click on Tournament (not activated) and then specify the desired tournaments (one or more):
Click on Select tournaments. In the following dialogue you can activate the tournaments whose participants you want to print:
After you have clicked OK to confirm your selection, the initial window appears again. Please note that in this window it is also possible to negate the selected tournaments. If the correct tournaments are selected, you can close the window with OK to leave the window. If the procedure is correct, the following should appear in the person filter Tournament should now be activated:
TIP Write a message or an invitation to the next open betting game to your tournament participants here.
At Special filtering you can also define your filter based on the entry. Click on the Post
The same applies to the area of Turnover
TIP Here you can conveniently evaluate who played golf with you last year and what turnover they made.
The special filtering Logical should only be used in consultation with the support team.
You can also simply define a group of people to be printed as an enumeration. You do not determine the group on the basis of a specific characteristic, but simply by enumerating all the persons in this group one after the other. After clicking New filter at Enumeration. The display switches as follows:
Here you can simply list one person after the other by clicking on each at Person and then pressing Enter to confirm. In this way, one person after the other is added to the list by PC CADDIE. With Remove you can remove the marked person from the list. With the key Empty key deletes the list and with the Up/Down you can change the positions of the marked persons. If you use the button button, a list of all persons is displayed:
Here you can simply mark the desired persons with a click on the box or the space bar. The marking is indicated by a tick in front of the name. By clicking again or pressing the space bar again, the marking is removed again.
To get an overview of the participants of this action, define a new person filter by clicking the button „CRM“…:
Check the box „CRM“ and select the appropriate category. Only 1 category can be selected at a time.
Just fill in the date range, save and confirm with OK!
The person filter „Round birthdays“ can be solved via a logical filter:
This is the command for the logical filter:
With the button From-To… you can determine at which person PC CADDIE should start printing and at which person it should stop. This specification is particularly necessary when printing labels or invoices, if the printout is to be resumed from a certain point after an interruption:
To do this, simply enter Start at… enter the search abbreviation of the person from whom the printout is to be started. In the field Stop with… the person who is to be printed last is determined.
We have left the Filter mask and are back in the initial mask of the area Personen/Drucken…/Personenliste:
All important sequences should be able to be selected here. Special mention should be made of „Birthday“ or „Date of birth“. If you select „Birthday“, the persons are printed in the order of their birthday in the year, i.e. regardless of age. If you select „Date of birth“, the order is by age, starting with the oldest persons.
However, if you select an order other than alphabetical sorting here, you will get a list of the persons after confirming with OK you will still receive a message that the list will be re-sorted. Select the button Yes, rebuild index button. PC CADDIE then automatically sorts your desired list in the specified order and shows you the progress of the special sorting:
DTOS(golfmitg->mitgausd)+LEFT(golfmitg->mitgname, 10)+LEFT(golfmitg->mitgvorn, 5)
DTOS(golfmitg->mitgeind)+LEFT(golfmitg->mitgname, 10)+LEFT(golfmitg->mitgvorn, 5)
DTOS(golfmitg->mitgeind)+LEFT(golfmitg->mitgname, 10)+LEFT(golfmitg->mitgvorn, 5)
DTOS(golfmitg->mitggebd)+LEFT(golfmitg->mitgname, 10)+LEFT(golfmitg->mitgvorn, 5)
SUBSTR(DTOC(mitggebd), 4, 2)+LEFT(DTOC(mitggebd), 2)+<NAME>+LEFT(mitgvorn, 5)
str(mitgspvorg)+str(mitgstvorg)+left(mitgname, 10)+left(mitgvorn, 5)
All commands can be entered under Edit.
Here you determine whether families are to be grouped under one position. If Combine families is activated, you can select to the right of it whether persons with the status „write extra“ or the status „separate invoice“ should not be included or should additionally be printed alone.
Check data protection settings beforehand!
Important: Check the box for: Family Summary
Layout to copy:
<KOPFINFO:FILTER> <Z >|<NACHNAME, VORNAME >|<MAIL >|<2MAIL >| <FAMILIENWEISE_ALLE>
If you are working with the module CRM\DMS, you can use the button Note button to save information for all output persons in the person mask.
TIP If you have invited all young people to the children's training camp, you can output a corresponding filter here and store a completed note for these persons.
Find out more here about CRM\DMS .
Once you have entered all the information according to your wishes, the printing process can be started by clicking on the button Print (F8) to start the printing process. PC CADDIE will now ask you if you want to rebuild the index. This function serves to ensure that you do not have to print anew each time you correct the list of persons or edit it, so that you can always use the „old“ index after a completely finished output.
Please note that otherwise you will always have to run the index again as soon as you have selected a different group of persons on a particular day. You could have added a new member only today.
Here is an example of a possible printout:
Example of a list of departures
1. please insert via PERSONS/LIST OF PERSONS to create a layout as shown in the following screenshot:
2. Then you still have to set the person filter. Make sure that you empty the field „Entry/Exit“ to match the“:
You will then receive a list of all withdrawals in the selected period via Print.
TIP It is also interesting to print lists with integrated pictures of persons. You can find information about this here: List printing with images of persons
TIP Sometimes members do not want their private details such as address or telephone numbers to appear on any lists that are publicly displayed for inspection.
So that you do not always have to remove the address manually in such a case, there is the option in PC CADDIE of hiding personal details for list printouts. hide or to hide.
This is possible for the following information:
To hide one of the above details from the list printout, you only have to add a „*(asterisk)“ in the person mask.
In this example, we would like to hide the telephone number and the mobile number and have therefore added a „*(asterisk)“ to the telephone number and the mobile number:
If lists of persons are now printed from PC CADDIE, the desired details are hidden:
TIP Some clubs print member directories for their own members for a better overview. You can also create these directly from PC CADDIE.
Below is an example of such a member directory. With if/then conditions you can design your list in such a way that a line is only printed if it is also filled in the person mask. If, for example, a member has not entered a fax number, this line would be omitted. In this way, only the lines containing information are printed. Unnecessary blank lines are thus omitted.
In addition, enter the following in the lines field, specify how many lines per entry PC CADDIE should start from. In this way you can avoid PC CADDIE suddenly making a page break in the middle of a multi-line entry or making a page break much too early.
Printed, the member directory can then look like this:
Why not print out a birthday list of your members' „round“ birthdays? This will give you a template and no important day will be forgotten!
Open via People/List of persons/Edit open the editor window and copy the following command lines for the list layout and save it as follows save it:
<VAR1=YEAR(DATE())-YEAR(golfmitg->mitggebd)> <VAR2=STR(var1, 2)> <VAR3=""> <WENN var2 $ "40,50,60,65,70,75,80,85,90,95"> <VAR3="Runder Geburtstag: "+var2> <ENDE_WENN> <WENN !EMPTY(golfmitg->mitggebd)> <Z >•<NACHNAME, VORNAME >•<GEBURT>•<3.> <ENDE_WENN>
The window then looks like this:
For birthdays in the following year, please copy the following lines. lines:
<VAR1=YEAR(DATE()+365)-YEAR(golfmitg->mitggebd)> <VAR2=STR(var1, 2)> <VAR3=""> <WENN var2 $ "40,50,60,65,70,75,80,85,90,95"> <VAR3=""+var2> //<ENDE_WENN> <WENN !EMPTY(golfmitg->mitggebd)> <Z >•<NACHNAME, VORNAME >•<GEBURT>•<3.> <ENDE_WENN>
The finished lists look like this:
Print a list with round birthdays and the corresponding addresses and emails.
Nr. SUKZ Nachname, Vorname Geburtsdatum <VAR1=YEAR(DATE())-YEAR(golfmitg->mitggebd)> <VAR2=STR(var1, 2)> <VAR3=""> <WENN var2 $ "40,50,55,60,65,70,75,80,85"> <VAR3="Runder Geburtstag: "+var2> <ENDE_WENN> <WENN !EMPTY(golfmitg->mitggebd)> <Z >|<SUKZ>|<NACHNAME, VORNAME >|<GEBURT>|<3 >|<ADRESSE3 >|<ADRESSE4 >|<MAIL>| <ENDE_WENN>
Print a list of your members who are celebrating an anniversary this year. List of persons with this layout, sorted by: Entry date.
Layout to copy:
<KOPFINFO:FILTER> <VAR1=YEAR(DATE())-YEAR(golfmitg->mitgeind)> <VAR2=STR(var1, 2)> <VAR3=""> <WENN var2 $ "05,10,15,20,25,30,35,40,45,50, 55"> <VAR3="Mitglied seit: "+var2 +"Jahren"> <WENN !EMPTY(golfmitg->mitgeind)> <Z >•<NACHNAME, VORNAME >•<Eintrittsdatum>•<3.> <ENDE_WENN> <ENDE_WENN>
For the group of persons with a foreign address, please make the following setting:
Normally the country code for your own country, e.g. Germany „D“, is not filled in the postcode field. However, if you have entered this, German addresses would also be included in the list. You can avoid this by ticking the postcode field and then entering !D there, for Switzerland !CH.
For the person group of all members who have a German address, please make the following setting:
With this Round Statistics you can see who has played the most rounds, who has had how many no shows and when the person last played.
This can be done with the following logical expression in the filter:
TibuCount(„PRO2:01.01.2000-31.12.2035“) > 0
⇒ this command will never be used, i.e. only the persons who had a booking in PRO2 between 01.01.2000 and 31.12.2035.
TibuCount(„PRO5;PRO3;PRO2:01.01.2000-31.12.2035“) > 0
⇒ you can also specify several ranges separated by semicolons - this then counts as „or“ - so if it is found in one of the specified ranges, it is taken
- The search abbreviation is meant by area, which can also be different for your areas:
Logical filter - the command specified for your purposes is entered here:
Copy template: TibuCount(„PRO2:01.01.2000-31.12.2035“) > 0