Post Geographic Areas

With this quick posting, you can add or remove geographical areas for multiple family records. Geographic area displays in the family's Primary Information window.
  1. On the Information tab, click Families > Quick Posting > Area Posting.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. 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 different geographical areas to each family, select the first option. Or, to assign one to your entire list, select the second option, and enter the area. Click Next.
  4. If you selected individual entry:
    1. Enter the geographical area, select a family, and click Add Family to List.
    2. Repeat this for each record you want to process. When you're finished, click Next.
  5. Review your list. If needed, add or edit any area information. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.