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:
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.