Post Second ID Numbers

With this quick posting, you can add or edit the second ID number for multiple family records. The second ID number displays in the Primary Information window.
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.
  1. On the Information tab, click Families > Quick Posting > Second ID 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.
  4. If you selected individual entry:
    1. Select a family, enter the family's new Second ID Number, 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 the Second ID Number. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.