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With this quick posting, you can add new keywords or remove existing keywords on multiple family records. Keywords associated with a family display in the Primary Information window.

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

  

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


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