Exchange User Keyword Positions

CAUTION: This process alters data. We recommend backing up your data before proceeding.

With this process, you can change the positions of the user keyword drop-down fields in the Personal section of an individual's record.

Individual's recording showing the Disability and School fields; when you swap these using the User Keyword Exchange, they swap positions on the record

Note: Typical user keywords include Religion, Disability, and Occupation among others. To set up additional user keyword field names and values, see "Create Custom User Keywords".
  1. On the File menu, click System Processes > User Keyword Exchange.
  2. Under "Swap this Keyword", click the first keyword field you want to move.
  3. Under "With this Keyword", click the keyword to swap with the first.
  4. Click Process.