Post User-Defined Keywords
With this quick posting, you can post user-defined keywords, such as marital status or language, to multiple personnel. The keywords you assign display in the personnel's Primary Information window.
- On the Personnel tab, click All Personnel or the appropriate personnel section then Quick Posting > User Defined Keywords.
- Select whether to use automatic updating or individual entry, then click Next.
- Select the user-defined keyword you want to post, and click Next.
- Select which type of personnel to post for, and click Next.Note: To post keywords to all sections, select All Personnel. If you select a type other than All Personnel, the keyword is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, the keyword is only posted in the Catechist section. Their Volunteer record is not updated.
- If you selected automatic updating:
- To assign different keyword statuses to each person, select the first option. Or, to assign the same keyword to your entire list, select the second option, and select the status. Click Next.
- Make selections to build your list of records to process, then click Next.
- If you selected individual entry:
- Select the keyword status to assign, select a person, and click Add Personnel 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.