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How do I add, edit or delete a document category?…s under the Options tab. doc22.png Adding New Categories In the pop up window, click on +Add New Document Category. doc23.png In the dialog…CRM – Documents · 2 min readWhat are document categories?Document categories allow you to group documents for easier searching and reporting. The document categories are editable, so you can custom…CRM – Documents · 1 min readHow do I add a document?…ituent record, you can go to their Documents tab and click on Add Document to create a new record. In the new window you can add information…CRM – Documents · 2 min readCan I change the order that the document categories appear in the dropdown box?Yes. In the Document Category field, click on the arrow inside the drop down box and click on <New/Edit> . doc21.png A new window will…CRM – Documents · 1 min readCan I add, edit or delete a relationship type or category?…lose the window without adding the new value. When finished making changes, click Close at the bottom of the Create/Edit Document Category w…CRM – Relationships · 2 min readHow do I add a document or survey to an event page?…YES. 6. If you need to replace the document, you will click on Remove File , then follow the same process again to add the new document. 7.…Creating and Editing Events - Event Pages · 3 min readAdding the "Volunteer" constituent category…ou can Search values to see if the category is already on your list. If it is not yet available, click on +Add New to create it. In the new…CRM Module - Volunteer Features · 2 min readCan I add, edit or delete Constituent Categories?…lues in the search box - Click on +Add New to create a new category - Use the edit icon on the right side of a category to edit the name or…Constituent Profiles · 2 min readHow do I add a constituent to a category?You can add a constituent to a constituent category by opening their record and selecting the category in the white space under Category. If…Constituent Profiles · 1 min readHow do I add new email recipients, contacts, or subscribers?…also use the +Recipient button to add recipients one at a time. Note this is only used for adding brand new constituents, not to assigning…Email Marketing Contacts - Email List Management · 4 min readHow do I add a new choice in a dropdown box?…orner to show longer lists. Click +Add New to add a new value to the list. Click Update after you have added to value to add it to your list…Constituent Profiles · 3 min readHow do I add new constituent?A constituent can be added from the Constituents grid by clicking on +New. You can add a new: - Individual - an individual person (or couple…Managing Constituent Records · 2 min readCan I add a new pending type?Yes, you can add a new pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You c…Pending Gifts · 1 min readHow do I add a new address?…d locate the Addresses section. To add a new address, click on +New . A new window will open allowing you to enter the address information.…Constituent Profiles · 2 min readCan I add new Groups from the Assignment Dashboard?…Grid there is a button called, " + Add Group ". This button will launch a dialog box that allows you to create a new group for that event. Y…Group Assignments · 1 min readHow do I add a new email address?…email address, you can type in the new information and click Save to save the changes. For adding additional new email addresses, proceed to…Constituent Profiles · 1 min readMember Only Documents…the side bar to filter the grid by document category or membership levels which have access to the document. To add a new document, click +N…Membership Only Documents · 3 min readHow do I add a new phone number?…e to the Phones section. Click on +New to add a new number. In the new window enter the phone number and select the Phone Type. You can edit…Constituent Profiles · 1 min readHow do I Import a document for a Member?…” tab. Once there you will see any documents that were previously uploaded. You will also see a green, “Add Document” button. Click this but…Youth Members · 1 min readBatch Update Records - Documents…section. Here you can: - Give the document a Name - Add Tags for the document - Assign the document to a Document Category - Add a descript…Batch Updates · 2 min read