Post Fund Keywords
With this quick posting, you can post fund keywords to family records. These display in the Rates/History/Keywds window.
- On the Information tab, click .
- Select whether to use automatic updating or individual entry, then click Next.
- If you selected automatic updating:
- Make selections to build your list of records to process, then click Next.
- To assign different fund keywords to each family, select the first option. Or, to assign the same keyword to your entire list, select the second option, and make your selections. Click Next.
- If you selected individual entry:
- Make your fund keyword selections, select a family, 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 any keyword information. When you're ready to post to the selected records, click Next.
- To post, click Finish.