Publication Categories

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"a screenshot of the publications button highlighted in the admin menu."


Publication Categories can be used to categorise Publications. Once Publications are set up, users can use a feature on the Record a Contact screen to record that they have given out a Publication.

Setup

Clicking on the menu item will take you to the list of Publication Categories, if there are any already set up. Click "Create New Category" to enter a new one.

"a screenshot of the publications category list."


You can now enter the following:

  • Category Name
  • Display Order
  • Active? (Y/N)

Click on "Save Details" when done.

You will be returned to the list of categories with the new one added. Click on the name of a category to edit it.

Reporting Outputs

The list of categories can be used to categorise Publications, and any categorised Publications given out will display on the Publications Issued Report.


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