Creating Contacts from Data Grids

Creating Contacts from Data Grids

Many FIMS Data Grids allow you to create Contacts and Affiliation codes either for all of the ID codes in the Data Grid, or for the tagged records in the Data Grid.

1. Open the desired Data Grid.

2. If you want to create Contacts for a specific record or group of records, select and tag the desired record(s) in the grid.

3. Click the Process Selections button. The Process Selections window opens.

4. Select the Create Contacts and/or Affiliations radio button.

5. (Optional) If you are creating Contacts only for tagged records, select the Tagged Items Only checkbox.

6. Click OK. The Create Contacts/Affiliations window opens.

Create Contacts/Affiliations Window

7. Follow the steps for Creating Contacts from Reports.