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20 results for “can i add a new document category”

How do I add, edit or delete a document category?…nt Settings under the Options tab. Adding New Categories In the pop up window, click on +Add New Document Category. In the dialog box enter…CRM – Documents · 2 min read What 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 read How 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 read Can 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 read Can 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> . A new window will open. Fin…CRM – Documents · 1 min read Adding 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 read How 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 read How 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 read Can 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 read Member 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 read How can I create or edit my email list categories?You can add new categories by clicking on +Add New at the top of the list. You can also edit a category by clicking on the edit icon on the right of the row. If a category is not assigned to any email lists, you can also…Email Marketing Contacts - Email List Management · 2 min read Portal Features for DocumentsIn the next page they can enter a Document Name, Select files to upload, add Comments and then click on Upload to add the document to their record. Once uploaded they will get a confirmation on the Documents page that th…Portal Features · 2 min read How 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 read How 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 read Can I rename a document?Yes, you can edit the document by clicking on the Edit link on the left side of the row from the main Documents grid or from the constituent's Documents tab. Once the record is open you can edit all the details, includin…CRM – Documents · 1 min read How 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 read Can 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 read How 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 read Can 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 read How 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 read