Post Second ID Numbers
Note: This quick posting only displays if you selected Display second ID numbers in the Families window in the ID Number/Envelope Number Options window.
- On the Information tab, click .
- Select whether to use automatic updating or individual entry, then click Next.
- If you selected automatic updating:
- If you included fund selections, select the funds to use to filter the list, then click Next.
- Make selections to build your list of records to process, then click Next.
- If you selected individual entry:
- Select a family, enter the family's new Second ID Number, and click Add Family to List.
- Repeat this for each record you want to process. When you're finished, click Next.
- Review your list. If needed, add or edit the Second ID Number. When you're ready to post to the selected records, click Next.
- To post, click Finish.