Export Appointments

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.

  1. To use this feature, Export Appointments.
  2. Choose the appropriate Filters for the export:
    • Name:
    • Area:
    • Region:
    • District:
    • Active Churches:
  3. Click Export to create the .xlsx file or click Cancel to return to 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.

Important: Only make changes for the import on the following 3 fields:

  1. Alternate Contact 1
  2. Alternate Contact 2
  3. 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.

 

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