Export Appointments

This option is for HQ offices that use Remittance and occasionally need to update the Appointment change list.

Note: There is also a Security setting 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.
  4. When you have updated the exported file, then proceed to Import Appointments.

Note: Export two copies, one for making changes and one to use if you need to revert 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.

 

 

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