Difference between revisions of "Service User Groups"
From Charitylog Manual
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| − | [[File: | + | [[File:sug1.JPG|400px|alt="a screenshot of the service user group button, highlighted in the admin menu."]] |
==Creating/Editing== | ==Creating/Editing== | ||
| − | Click on an existing group to edit it or click the 'Enter New Record' button to create a new one. | + | Click on an existing group to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the [https://wiki.dizions.co.uk/index.php/Terminology Terminology] function. |
You can now enter/edit the following details: | You can now enter/edit the following details: | ||
Latest revision as of 13:57, 20 September 2024
Creating/Editing
Click on an existing group to edit it or click the 'Enter New Record' button to create a new one. This option can also be re-named using the Terminology function.
You can now enter/edit the following details:
- Service User Group Name
- Notes (for information on this screen only; these notes are not output on any report)
- Display Order in the drop down list
- Active Service User Group? - whether this Service User Group is to be available for use on the system or not
Click the 'Save Details' button to continue.
Merging
You can merge Service User Groups together if you wish to reduce your options. This will also update any record using the groups. To merge follow the steps below;
- Click on the first Service User Group
- Click the 'here' link (Click here to Merge Service User Groups) 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!
