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With this quick posting, you can post user-defined keywords, such as "Disability", and associated statuses, such as "Wheelchair", to multiple records. These display in the Personal window.

In the Members navigation pane, click Quick Posting > User Defined Keywords. Select whether you want to use automatic updating or individual entry.

 

 To post user-defined keywords automatically
  1. Select the automatic updating method option, and click Next.
  2. If you included fund selections, select the funds to use to filter the list. Click Next.
  3. Select the keyword option you want to post, and click Next.
  4. To assign different keyword statuses to each member, select the first option. Or, to assign the same one to your entire list, select the second option, and select the status.
  5. Click Next.
  6. Select which records you want to build a list of members, then click Next.
  7. Review your list. If needed, add or edit any keyword information.
  8. When you're ready to post to the selected records, click Next.
  9. To post, click Finish.
 To post user-defined keywords individually
  1. Select the individual entry method option, and click Next.
  2. Select the keyword option you want to post, and click Next.
  3. Select the keyword status, select a member, and click Add Member to List. Repeat this for each member you want to update. When you're finished, click Next.
  4. Review your list. If needed, add or edit any keyword information.
  5. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.


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