Customise Orgs & People

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#What_does_Type_mean.3F section.

Charitylog has the following preset Types:

• Clients
• Carers
• 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.