Customise Orgs & People

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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
  • 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.