This option is for HQ offices that use Remittance, and occasionally need to update a list of Appointment changes.
NOTE: There is also a setting in Security to limit access to this tool.
- To use this feature, Export Appointments.
- Choose the appropriate Filters for the export.
- Name:
- Area:
- Region:
- District:
- Active Churches:
Click Export to create the .xlsx file or click Cancel to return the Remittance Home page.
TIP: Export two copies, one for making changes, and one to use if you need to revert back to the current settings.
CAUTON: Only make changes for the import on the following 3 fields:
- Alternate Contact 1
- Alternate Contact 2
- Preferred aka Primary email address
NOTE: The program uses the Alternate Contacts' record number during the import.
When you have updated the exported file, then proceed to Import Appointments.
Updated