Customizing Constituent, Gift, and other menus

There are many different types of menu options that you can customize from the Settings > Menu Items page:

You can currently customize the following types of values here:

Constituent items

• Contact types: For managing household data - e.g., only one Primary constituent per household
• All constituent categories: Groups, Tags, Capacity, Interest, and any custom categories you have defined
• Membership levels: Applicable only if you track membership
• Class year affiliations: Applicable only if you track alumni

Gift items

• Gift categories: Useful for identifying the kind of Gift, Pledge, In Kind donation, or Goal
• Gift tiers: For reporting on different giving levels for constituents
• Gift payment types: The available payment types for a Gift
• Goal status: The status values for a goal, for major gift and grant work

Other items

• Document categories: To allow for classifying different types of documents
• Volunteering categories: To classify volunteer hours
• Task types: To classify tasks and contact reports
• Note types: To classify notes

Adding menu items

You can add new menu items for any menu, by clicking on the Add values button:

Editing and deleting menu items

You can edit any value by clicking on the clipboard Edit icon next to each value. Then just change the value and press the Save button or cancel to leave the value unchanged.

To delete a value from a menu, click on the red Delete icon. This will first deactivate the value (and you can reactivate it if you want at a later date).

You can delete all inactive values for a menu by clicking the Delete inactive button:

Note: Some menu items may not be edited or deleted because they are required by the system to be in place. In these cases, there will be no option to edit and/or delete the item.

Re-ordering menu items

All menus can be re-orderd by clicking on the "Reorder values" button:

After clicking that button, you can drag values up and down the list, putting them in the desired place.

When you are finished sorting, click the Finish sorting button.

Adding custom categories

For constituents, you can also add custom categories to help further segment your constituents. This is advisable if you have particular sets of values you want to track, like which Mailing List a constituent should be on, etc.

Custom categories can be multi-select (constituents can have more than one value assigned) or single-select (only one value for each constituent).

You can also choose which custom categories to display within the constituent filters, by selecting (or deselecting to remove) the Is a filter? checkbox.

Deleting custom categories

To fully remove a custom category, you must first delete all of the values. From there you can then delete the entire menu, to remove it from the system, by clicking on the Delete menu button.