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Generated from published articles20 results for “can i edit or delete a relationship category”
Can I add, edit or delete a relationship type or category?When adding or editing a relationship, you can access the choices for the relationship type or category by clicking on <New/Edit> from…CRM – Relationships · 2 min readEditing Existing Household RelationshipsIf you need to edit an existing household relationship you can click on the row of the desired relationship on the grid. A blue “View/Edit”…Household Records · 1 min readCan I change the order that the relationship types or categories appear in the dropdown box?Yes. In the Relationship Type or Relationship Category field, click on the arrow inside the drop down box and click on <New/Edit> . Re…CRM – Relationships · 1 min readCan I add, edit or delete Constituent Categories?…on the right side of a category to delete it. Note that only categories that are not currently in use can be deleted. If you are editing or…Constituent Profiles · 2 min readHow do I add, edit or delete a document category?…bottom of the Create/Edit Document Category window to return to the previous page. doc25.png Deleting a Document Category Before you can del…CRM – Documents · 2 min readWhat is the difference between Relationship Type and Relationship Category?…Board Member You can customize the relationships types to include any combinations that are effective for your organization. Relationship Ca…CRM – Relationships · 1 min readHow can I create or edit my email list categories?…s into categories. You can set the category when you create a new list or when you edit an existing list. This category will be what your re…Email Marketing Contacts - Email List Management · 2 min readCan I edit or delete a pending type?Yes, you can add edit or delete types when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You…Pending Gifts · 1 min readCan I edit or delete a tribute type?Yes, you can add edit or delete types when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You…Tribute Gifts · 2 min readHow can I edit, delete, or suspend a user?…ght of the chart has two buttons, “Delete” and “Edit.” To delete a user , click the “Delete” button (in the same row as the user being delet…Manage DV Users · 2 min readCan I edit or delete an address?…address. Once the address has been edited, click Update to save the changes. To delete an address, click on the Trash Can icon in the lower…Constituent Profiles · 1 min readCan I edit or delete a phone number?…er. Once the phone number has been edited, click Update to save the changes. To delete a phone number, click on the Trash Can icon in the lo…Constituent Profiles · 1 min readCan I edit or delete a choice in a dropdown box?Yes, you can edit the list or delete unused items from the list. From any constituent record, locate the dropdown lists (also known as a pic…Constituent Profiles · 2 min readCan I edit or delete an email address?…ails area and click on the Pencil (edit) icon to edit the information in a pop up window. Click Save to save the changes. To delete an addit…Constituent Profiles · 1 min readCan I edit or delete an interaction?…hyperlink that you can click on to edit the interaction. An interaction can be deleted from the interactions grid by selecting the specific…CRM – Interactions · 1 min readCan I edit or delete a pledge payment?…he row for the payment you wish to delete. Once deleted, the pledge will be updated with the new Balance Due on the payment schedule. For ed…Entering & Managing Pledges · 1 min readHow do I Copy, Edit, Delete an existing Session?To Edit a Session click on the Edit icon that looks like a piece of paper and a pencil on that Session's row. To Copy a Session click the Co…Overview & Setup · 1 min readCan I add, edit, or delete an interaction type?…ow to return to the previous page. Editing Existing Types To edit an existing value, click on the edit icon (pencil and paper) on it's row.…CRM – Interactions · 2 min readHow do I edit the Email List Name or Category?To edit the name or category of a particular email list, go to the Contacts page in Email Marketing Module and select the list that you woul…Email Marketing Contacts - Email List Management · 1 min readHow do I create a new relationship?…bbot is the Financial Advisor. The Relationships Type is an editable field and you can add, edit, and delete as many relationship types as y…CRM – Relationships · 3 min read