How to customize Field Values
Fields in Sumac, such as drop-down menus and checkboxes like contact types are customizable using Field Values.
To add, change, or remove Field Values, click Utilities, Customize Database, and Field Values.
Field Values are organized by areas. Sometimes, the same Field Values may be in two areas. For example, the list of Accounts appears under Donations and also under Payments. It is exactly the same list of accounts but it is listed in both areas for convenience.
In this example, we'll add a new communication type to the database.
Click the Area you want to customize: Communications. Then click the Field Values you want to edit: Communication Types. Click New to add a new communication type.
Type in the description of the Communication Type, e.g. "Thank You Letter."
If you would like the new communication type to appear in the Communication Preferences area, check the "Show as a communication preference in Contact records" radio button. In our example we'll leave this unchecked.
Select "Show as a type in Communication records" option.
You can make the communication type un-editable after being saved.
If the particular type of communication should be secure so only some users can see it, click the following checkbox:
Click OK to save this communication type in your database. You can now use this communication type when saving new communication records in your database.
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