Difference between revisions of "Marital Status"

From Charitylog Manual
Jump to: navigation, search
 
(5 intermediate revisions by 2 users not shown)
Line 2: Line 2:
  
  
[[File:MS_1.png|border]]
+
[[File:marital_status.JPG|700px|alt="a screenshot of the marital status drop down list."]]
  
 
==Creating/Editing==
 
==Creating/Editing==
Line 14: Line 14:
 
* [[Display Order]] in the drop down list
 
* [[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
 
* Active Marital Status? - whether this Marital Status is to be available for use on the system or not
 +
* Re-naming existing entries will re-name all entries which used that option and it will replace with the new wording.
  
 
Click the 'Save Details' button to continue.
 
Click the 'Save Details' button to continue.
Line 20: Line 21:
  
 
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 first status
+
# 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.
 
# Click the 'Merge Data' button.
 
# Click the 'Merge Data' button.
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
 +
 +
 +
----
 +
[[File:helpheader_small.png|right]]

Latest revision as of 13:15, 20 September 2024

Helpheader small.png


"a screenshot of the marital status drop down list."

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
  • Re-naming existing entries will re-name all entries which used that option and it will replace with the new wording.

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;

  1. Click on the status you wish to keep
  2. 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.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!



Helpheader small.png