How can I add additional fields to record donor information?
At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page.
In the top right, click the Additional Fields button.
In the Name field, enter the name of the custom field.
Select the status of the field:
Select the Is mandatory check-box to set this field as a mandatory field that must be filled when adding a new donor.
In the Input method field, select the field input method from the following options:
Text Box – Enter brief text information.
Text Area – Enter detailed text information.
Select Box – Select an option from a drop-down list.
Check Box – Select one or more items from a set of options.
Click the Create button. When entering donor information, the custom additional fields will be displayed at the bottom.
Use the arrow icons () to determine the order that the fields that will appear when entering donor information.
Can I add custom additional fields to record donor information?
At the time of recording donor information, apart from the existing default fields, you can add custom fields to record additional information about the donor. Add custom additional detail fields to record donor information At the top of your ...
How to add custom fields to record route additional details?
To enter Additional Route details, go to module access icon > Administration > Transport > Settings. Click on the Route Additional Details and click on Add Details button to add name of the additional field. In the Name field, enter the ...
How can I add custom fields to record additional employee admission details?
At the time of admitting an employee, the employee admission form will capture the employee details using the default fields available . Apart from the default fields, you can add custom fields that can be used to record any additional details about ...
How can I add custom fields to record vehicle additional details?
At the top of your dashboard, click the module access icon > Administration > Transport > Settings>Vehicle additional details to open the Vehicle additional details page. Apart from the default fields available while adding vehicle details, you can ...
How can I add custom fields to record bank details?
At the time of admitting an employee, you may need to record the employee’s bank details such as account number, the name of the bank, or any other additional information required by the institution. According to your institution’s requirement, you ...