Difference between revisions of "Section Ordering"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | + | accessed by clicking the "Edit Sections" button for any Type listed on the [[Customise Orgs & People]] page | |
| − | [[File: | + | [[File:section_ordering1.jpg|700px|alt="a screenshot of the section button on the customise orgs & people page."]] |
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* 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) | * 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. | ||
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Revision as of 09:54, 19 September 2024
accessed by clicking the "Edit Sections" button for any Type listed 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.
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.
