Customise Orgs & People

Location in standard build: Administration > Security > Customise Orgs & People

The different Record Types are the most fundamental way of categorising Organisations and People. For details of how Types work, see the Organisations And People section. The Customise Orgs & People lets you change the way that each Type works. You can:

• Activate new Types
• Rename Types
• Deactivate existing Types
• Create, edit and delete the Tabs which are shown on each Type's Details Screen
• Edit the fields which are shown on these tabs
• Edit which links should be shown at the bottom of the Details Screen

Types

Charitylog has the following preset Types. These are the standard names, but you can rename them if required.

• Clients
• Carers
• Donors
• 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 to suit) if required.

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Renaming Types

To rename a Type, click the "Rename" button.

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You can now enter the new name for the Type - you'll need to enter singular and plural versions.

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Click "Save Details" to save your changes and return to the main "Customise Orgs & People" page.

Editing tabs for a Type

To edit which tabs display for a Type, click on the "Edit Tabs" button.

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This will take you to the Tab Ordering page.

Editing fields for a Type

To edit which fields should display for a Type, click on the "Edit Fields" button.

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Showing/hiding fields

• The "Show On Screen?" drop-down allows you to choose whether a field should be displayed, and if displayed, on which tab.
• The "Display Order On Screen" column allows you to control the order of fields. The bigger the Display Order number, the lower that option will go (think of it like a weighting for each option - heavier ones sink to the bottom, lighter ones rise to the top).
• The "System Search" column allows you to choose whether a field should be one of the ones that you can filter the main search for that Type by. For example, if you want to be able to search the list of Clients for all clients in a certain Postal District, then the "Search Fields" check box should be ticked for the Postal District line.
• The "Results Fields" column is reserved for future use. A future release will include the capability to decide which pieces of information should be shown on the search results list.

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Rob Kay - manual author (talk) 16:35, 2 September 2016 (BST)