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titleTo post fund keywords automatically
  1. Select the automatic updating method option, and click Next.
  2. Select which records you want to build a list of families, then click Next.
  3. To assign different fund keywords to each family, select the first option. Or, to assign the same keyword to your entire list, select the second option, and make your selections.
  4. Click Next.
  5. Review your list. If needed, add or edit any keyword information.
  6. When you're ready to post to the selected records, click Next.
  7. To post, click Finish.


Related topics

Managing Manage and Printing Print Keywords
Contribution Quick Posting
Set Up Funds and Contributions