Publication Categories
Location in standard build: Settings Cog > General Settings > Publication Categories
Publication Categories can be used to categorise Publications. Once Publications are set up, users can use a feature on the Record a Contact screen to record that they have given out a Publication.
Setup
Clicking on the menu item will take you to the list of Publication Categories, if there are any already set up. Click "Create New Category" to enter a new one.
You can now enter the following:
- Category Name
- Display Order
- Active? (Y/N)
Click on "Save Details" when done.
You will be returned to the list of categories with the new one added. Click on the name of a category to edit it.
Reporting Outputs
The list of categories can be used to categorise Publications, and any categorised Publications given out will display on the Publications Issued Report.
Rob Kay - manual author (talk) 15:37, 13 November 2014 (GMT)
