Difference between revisions of "Customise Orgs & People"

Revision as of 14:41, 30 October 2015

Location in standard build: Administration > Security > Record Type Definitions

File:RTD 1.png

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:

• Clients
• Carers
• Donors are an unused Type reserved for a possible future Donations module, and at present this Type cannot be used.
• 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 if required.

Clicking on the Record Type Definitions menu item will show you a list of all the Types on the system.

File:RTD 2.png

• To activate or edit any of the User-defined Types, click on the name:

File:RTD 3.png

...then enter your chosen name and make the Type active.

File:RTD 4.png

Rob Kay - manual author (talk) 14:41, 30 October 2015 (GMT)