Difference between revisions of "Publication Categories"
From Charitylog Manual
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Publication Categories can be used to categorise [[Publications]]. Once Publications are set up, users can use a feature on the Record a Contact screen to record that they have given out a Publication. | Publication Categories can be used to categorise [[Publications]]. Once Publications are set up, users can use a feature on the Record a Contact screen to record that they have given out a Publication. | ||
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==Setup== | ==Setup== | ||
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Clicking on the menu item will take you to the list of Publication Categories, if there are any already set up. Click "Create New Category" to enter a new one. | Clicking on the menu item will take you to the list of Publication Categories, if there are any already set up. Click "Create New Category" to enter a new one. | ||
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Click on "Save Details" when done. | Click on "Save Details" when done. | ||
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You will be returned to the list of categories with the new one added. Click on the name of a category to edit it. | You will be returned to the list of categories with the new one added. Click on the name of a category to edit it. | ||
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==Reporting Outputs== | ==Reporting Outputs== | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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Latest revision as of 12:15, 2 September 2024
Publication Categories can be used to categorise Publications. Once Publications are set up, users can use a feature on the Record a Contact screen to record that they have given out a Publication.
Setup
Clicking on the menu item will take you to the list of Publication Categories, if there are any already set up. Click "Create New Category" to enter a new one.
You can now enter the following:
- Category Name
- Display Order
- Active? (Y/N)
Click on "Save Details" when done.
You will be returned to the list of categories with the new one added. Click on the name of a category to edit it.
Reporting Outputs
The list of categories can be used to categorise Publications, and any categorised Publications given out will display on the Publications Issued Report.
