With this quick posting, you can post fund keywords to family records. These display in the Rates/History/Keywds window.

In the Contributions navigation pane, click Quick Posting > Post Fund Keywords. Select whether you want to use automatic updating or individual entry.

 

  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.
  1. Select the individual entry method option, and click Next.
  2. Make your fund keyword selections, select a family, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  3. Review your list. If needed, add or edit any keyword information.
  4. When you're ready to post to the selected records, click Next.
  5. To post, click Finish.

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