Post Family Remarks

With this quick posting, you can add new remarks or replace existing remarks on multiple family records. Remarks display in the family's Primary Information window.

On the Information tab, click Families > Quick Posting > Family Remarks.
Select whether to use automatic updating or individual entry.
Select whether to add a new remark or replace the existing remarks, then click Next.
If you selected automatic updating:
1. If you included fund selections, select the funds to use to filter the list, then click Next.
2. Make selections to build your list of records to process, then click Next.
3. To assign remarks to each family, select the first option. Or, to assign the same remark to your entire list, select the second option, and enter a general and/or confidential remark. Click Next.
If you selected individual entry:
1. Select a family based on the ID or name, enter a general and/or confidential remark, and click Add Family to List.
  
  Note: If you're adding to existing remarks, you can add a new line and then enter the new remark. If you're replacing existing remarks, you can delete them from the text box before entering the new remark.
2. Repeat this for each record you want to process. When you're finished, click Next.
Review your list. If needed, add or edit any remarks. When you're ready to post to the selected records, click Next.
To post, click Finish.

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Post Family Remarks

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