Post School or Daycare Members
With this quick posting, you can set the School or Daycare checkboxes on multiple member records. This displays at the top-right of Student and Parent & Guardian windows.
Note:
- If you don't have an affiliated school or daycare, the checkboxes can be renamed for your purposes in the Initial Setup window.
- Only users with access to these records can post the checkboxes.
- This only posts to member records. If you want to mark members and families, use the family quick posting instead.
- On the Information tab, click or Daycare Checkbox.
- Select whether to use automatic updating or individual entry, and click Next.
- If you selected automatic updating:
- If you included fund selections, select the funds to use to filter the list, then click Next.
- Make selections to build your list of records to process, then click Next.
- To set the checkbox differently for each individual, select the first option. Or, to set it the same for your entire list, select the second option, and select or clear the checkbox. Click Next.
- If you selected individual entry:
- Select or clear the checkbox, select an individual, and click Add Member to List.
- Repeat this for each record you want to process. When you're finished, click Next.
- Review your list. If needed, select or clear the checkbox. When you're ready to post to the selected records, click Next.
- To post, click Finish.