acq:grids
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
acq:grids [2021/10/21 19:30] – tlittle | acq:grids [2024/03/01 15:35] (current) – tlittle | ||
---|---|---|---|
Line 2: | Line 2: | ||
- | <note important>< | + | <note important>< |
Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</ | Grid codes (branches and funds) must **EXACTLY** match your codes in Evergreen, otherwise they will not be populated when you do your cart uploads into Acquisitions.</ | ||
Line 149: | Line 149: | ||
10. A little bit down the page will be a large box where you can copy and paste all of your branch/fund codes from Evergreen. | 10. A little bit down the page will be a large box where you can copy and paste all of your branch/fund codes from Evergreen. | ||
- | |||
- | < | ||
- | |||
- | Open the report in Excel, and then you can just select and copy the entire column of Fund Code and paste into this box. Be sure not to leave a comma or an empty space on the end of your last fund code!</ | ||
{{: | {{: | ||
<note important> | <note important> | ||
+ | |||
+ | If you are adding fund codes, I **highly** recommend to run this report before doing this step: Shared Templates> | ||
+ | |||
+ | Open the report in Excel, and then you can select and copy the column for Fund Codes and paste it directly into this box in iPage. Make sure not to leave a hanging comma or space at the end of your last fund code! | ||
11. Once you've entered your branch/fund codes, click **Complete** on the far bottom right. | 11. Once you've entered your branch/fund codes, click **Complete** on the far bottom right. |
acq/grids.1634844631.txt.gz · Last modified: 2021/10/21 19:30 by tlittle