Difference between revisions of "Customise Orgs & People"
From Charitylog Manual
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| − | Charitylog has the following preset Types | + | Charitylog has the following preset Types. These are the standard names, but you can rename them if required. |
* Clients | * Clients | ||
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* Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers) | * Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers) | ||
| − | There are also four customisable Types, which are inactive in a standard system, but can be activated and renamed if required. | + | There are also four customisable Types, which are inactive in a standard system, but can be activated (and renamed to suit) if required. |
Clicking on the '''Record Type Definitions''' menu item will show you a list of all the Types on the system. | Clicking on the '''Record Type Definitions''' menu item will show you a list of all the Types on the system. | ||
Revision as of 15:41, 2 September 2016
Location in standard build: Administration > Security > Record Type Definitions
Record Types are the most fundamental way of categorising Organisations and People. For details of how Types work, see the Organisations And People section.
Charitylog has the following preset Types. These are the standard names, but you can rename them if required.
- Clients
- Carers
- Donors
- Funders
- Next of Kin
- Organisations
- Professionals
- Referrers
- Staff
- Suppliers
- Trustees
- Volunteers
- Dependants (which replaces Carers, if you are using the carer version)
- Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)
There are also four customisable Types, which are inactive in a standard system, but can be activated (and renamed to suit) if required.
Clicking on the Record Type Definitions menu item will show you a list of all the Types on the system.
- To activate or edit any of the User-defined Types, click on the name:
...then enter your chosen name and make the Type active.
Rob Kay - manual author (talk) 16:35, 2 September 2016 (BST)
