Difference between revisions of "Marital Status"
From Charitylog Manual
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| + | ==Creating/Editing== | ||
Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one. | Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one. | ||
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Click the 'Save Details' button to continue. | Click the 'Save Details' button to continue. | ||
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| + | ==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; | 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; | ||
Revision as of 15:56, 19 March 2018
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
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;
- Click on the first status
- 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.
- Click the 'Merge Data' button.
- Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!
