Difference between revisions of "Customise Orgs & People"
From Charitylog Manual
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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. | + | Record Types are the most fundamental way of categorising Organisations and People. For details of how Types work, see the [[Organisations And People|Organisations_And_People#What_does_Type_mean.3F]] section. |
Revision as of 13:52, 30 October 2015
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.
