Post Member Remarks

With this quick posting, you can add new remarks or replace existing remarks on multiple member records. Remarks display in the member's Personal window, with tabs for General, Confidential, and Special Circumstances.

On the Information tab, click Members > Quick Posting > Member 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 person, select the first option. Or, to assign the same remark to your entire list, select the second option, and enter a general remark, confidential remark, and/or special circumstances. Click Next.
If you selected individual entry:
1. Enter a general remark, confidential remark, or special circumstances, then select a person's name from the drop-down list, and click Add Member to List.
  
  Note: If you're adding to existing remarks, the program automatically inserts the new remark on a different line. If you're replacing an existing remark, the program automatically removes the existing 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 Member Remarks

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