Post Member Types

With this quick posting, you can assign types (such as Head of Household or Child) to multiple records. This displays in the member's Personal window.
  1. On the Information tab, click Members > Quick Posting > Member Type.
  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 types to each individual, select the first option. Or, to assign the same one to your entire list, select the second option, and select the type. Click Next.
  4. If you selected individual entry:
    1. Select the type, select an individual, and click Add Member 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 new type. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.