Note: You must have Diocesan Admin access rights assigned to your login credentials to merge export lookup records.
- Navigate to the Administration module in the left Navigation bar.
- Select the Lookups tab from the top of the screen.
- In the Family Directory Table, select the lookup table containing the records you want to export.
- Do one of the following:
- To export specific lookup records, select the checkboxes for the desired records.
- To export all lookup records, leave all checkboxes empty.
- Click
(Export List).
The system generates the CSV file. The file contains these columns of information:
- Description: name of the lookup value.
- # in use: number of times the lookup record is used.
- Creator Organization: name of the organization that created and, therefore, owns the lookup record.
- Organization ID: ID of the organization that created the lookup record.
- Lookup ID: unique number assigned by the system that identifies the lookup record. This ID is used when merging lookup records.
Updated