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With this quick posting, you can add family user keywords (generally used for Church) and assign them to multiple family records. These keywords display in the Primary Information window, under City/State.

Useful Information

Before posting, make sure you've set up your churches under File > Keywords > Family/Fund Keywords > Family User and selected to use these for Formation. Otherwise, the quick posting option is disabled.

  

In the Families navigation pane, click Quick Posting > Church Posting. Select whether you want to use automatic updating or individual entry.

Useful Information

If you changed the name of the Family User keyword list, the option may display with a different name.

  

 To post family keywords automatically
  1. Select the automatic updating method option, and click Next.
  2. If you included fund selections, select the funds to use to filter the list. Click Next.
  3. Select which records you want to build a list of families, then click Next.
  4. To assign different keywords to each family, select the first option. Or, to assign the same keyword to your entire list, select the second option and the keyword.
  5. Click Next.
  6. Review your list. If needed, add or edit any keyword information.
  7. When you're ready to post to the selected records, click Next.
  8. To post, click Finish.
 To post family keywords individually
  1. Select the individual entry method option, and click Next.
  2. Select the keyword, select a family, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  3. Review your list. If needed, add or edit any keyword information.
  4. When you're ready to post to the selected records, click Next.
  5. To post, click Finish.


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