Difference between revisions of "Section Ordering"

From Charitylog Manual
Jump to: navigation, search
m (Rob Kay moved page Page Tab Order to Tab Ordering: Functionality changed in Feb 2017 release.)
(Section editing)
 
(15 intermediate revisions by 4 users not shown)
Line 1: Line 1:
[[File:helpheader_small.png|right]]
+
Accessed by clicking the "Edit Sections" button for any Type listed on the [[Customise Orgs & People]] page
  
''Location in standard build:'' '''''accessed by clicking the "Edit Tabs" button for any Type listed on the [[Customise Orgs & People]] page'''''
+
[[File:section_ordering1.jpg|800px|alt="a screenshot of the section button on the customise orgs & people page."]]
  
  
[[File:cl_TO_1.png|border]]
+
This page lets you control which sections appear on each Type's [[Details Screen]].
  
 +
Sections can be shown/hidden, re-ordered, and re-named as required. Though every Type uses the same set of sections, these can be ordered and/or named differently for different Types.
  
The Page Tab Order page lets you control which tabs appear on each Type's [[Details Screen]].
+
==Section editing==
  
Tabs can be shown/hidden, re-ordered, and re-named as required. Though every Type uses the same set of tabs, these tabs can be ordered and/or named differently for different Types.
+
Sections are shown either in the Main Details or Additional Details headings. Un-used sections will be listed in Not Used.  
 
 
 
 
==Tab editing==
 
 
 
Tabs are shown either in the "Active Tabs" section or the "Not Used" section.
 
 
 
[[File:cl_TO_2.png|border]]
 
  
 +
[[File:section_ordering2.jpg|900px|alt="a screenshot of the section ordering page."]]
  
 
You can:
 
You can:
  
* Drag and drop tabs between the two sections
+
* Drag and drop sections into the relevant heading: Main or Additional Details depending on their frequency of use.
* Double click on tabs to rename them (remember, the tab will only be renamed for that Type of Organisation/Person; if you want a tab renamed for all Types, you will have to make the change for each Type individually)
+
* Double click on tabs to rename them (remember, the section will only be renamed for that Type of Organisation/Person; if you want a section renamed for all Types, you will have to make the change for each Type individually)
 
* Click "Save Details" at the bottom of the page to apply the changes you have made.
 
* Click "Save Details" at the bottom of the page to apply the changes you have made.
 
 
----
 
[[File:helpheader_small.png|right]]
 
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 11:57, 10 February 2017 (GMT)
 
[[Category:Configuration]]
 

Latest revision as of 10:00, 19 September 2024

Accessed by clicking the "Edit Sections" button for any Type listed on the Customise Orgs & People page

"a screenshot of the section button on the customise orgs & people page."


This page lets you control which sections appear on each Type's Details Screen.

Sections can be shown/hidden, re-ordered, and re-named as required. Though every Type uses the same set of sections, these can be ordered and/or named differently for different Types.

Section editing

Sections are shown either in the Main Details or Additional Details headings. Un-used sections will be listed in Not Used.

"a screenshot of the section ordering page."

You can:

  • Drag and drop sections into the relevant heading: Main or Additional Details depending on their frequency of use.
  • Double click on tabs to rename them (remember, the section will only be renamed for that Type of Organisation/Person; if you want a section renamed for all Types, you will have to make the change for each Type individually)
  • Click "Save Details" at the bottom of the page to apply the changes you have made.