Difference between revisions of "Customise Orgs & People"

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

Revision as of 14:41, 30 October 2015

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

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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.

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

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

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