Difference between revisions of "Marital Status"
From Charitylog Manual
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You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below; | You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below; | ||
| − | # Click on the | + | # Click on the status you wish to keep |
# Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first. | # Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first. | ||
# Select the Status you wish to merge in the drop down list. | # Select the Status you wish to merge in the drop down list. | ||
Revision as of 11:44, 15 February 2023
Creating/Editing
Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one.
You can now enter/edit the following details:
- Marital Status Name
- Notes (for information on this screen only; these notes are not output on any report)
- Display Order in the drop down list
- Active Marital Status? - whether this Marital Status is to be available for use on the system or not
Click the 'Save Details' button to continue.
Merging
You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;
- Click on the status you wish to keep
- Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first.
- Select the Status you wish to merge in the drop down list.
- Click the 'Merge Data' button.
- Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!
