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Description:
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Learn how to tailor quick entry forms, the Add/Find Folder screen, and drop-down lists to suit your organization or specific groups of users. You will also learn how to set global defaults and design simple custom tables.
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Prerequisite:
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The Basics
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Audience:
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This class is meant for the resultsplus! administrator/user.
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Length: 2 Hours
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 | Funds, Campaigns, Appeals and Drop-down Values Add, change, or delete these codes
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| Set Global Defaults Acknowledgements rule, Translations limit, Tribute Translation, Default Query, Pledge Overpayment rule, Fiscal Summary table
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| Add or Delete Indexes Facilitate the lookup process by creating indexes
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| Custom Forms Cluster certain fields on an edit form to save time
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| Custom Tables Create new tables to store additional information
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| Customize NoteCard Fields Add captions to Folder, Gift, and Pledge NoteCard fields
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| Quick Entry Forms Create your own Folder, Gift and Pledge quick entry forms |
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