- This tutorial will cover how to add, edit and delete ethnicities within Fundly CRM.
- Ethnicity is a feature within NonProfitEasy that allows you to track demographic information that your organization may collect.
- To manage ethnicities mouse over the Configuration menu header and click on Ethnicity.
- This will bring up the Configuration Management – Ethnicity screen.
- Fundly CRM does not come with any ethnicities preconfigured, allowing you to configure ethnicity based on the needs and practices of your organization.
- To add a new Ethnicity to the system start by clicking on the Add(plus) button on the right hand side of the screen.
- This will open the Add/Edit Ethnicity popup from which you can enter the name of the ethnicity in the field available.
- Clicking Close or Cancel will discard any changes you have made.
- When you have entered the name for the ethnicity click on Save & Add New or Save & Close and you will be returned to the Configuration Management – Ethnicity screen.
- To edit or delete an ethnicity, mouse over the ethnicity within the list and click on the appropriate icon that appears on the left; Edit(pencil) or Delete(X).
- If an ethnicity is currently in use, you will not be allowed by the system to delete it from this screen.
Comments
0 comments
Article is closed for comments.