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classification [2013/07/15 12:31] (current)
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 +**What are Classifications?​**
 +
 +Classifications allow you to place your people into specific classifications for record-keeping. For example, you can note if the person is a Guest, a Church Member or a Sunday School Member.
 +
 +**How do I change the Classifications?​
 +**
 +
 +Click on the link "​Classification Manager"​ (under "​People/​Families"​) in the drop-down menu.
 +
 +If you want to add a new classification,​ type in a new name and click "Add New Classification"​
 +
 +If you want to edit a new classification,​ type it into the blank of the classification you wish to edit. 
 +NOTE: Field changes will be lost if you do not "Save Changes"​ before using an up, down, delete, or 'add new' button!
 +If you want to delete a classification,​ click the "​delete"​ button to the right of the classification you wish to delete. If you wish to change its order, click on the "​up"​ or "​down"​ button to the left of the classification you wish to move.
 +
 +**How do I use Classifications?​**
 +
 +When exporting records, you can select which classification you wish to use.
 +
 +**How do I change an individuals Classification?​**
 +
 +There are two ways:
 +
 +  1. You can change an entire family'​s classification by clicking on the "​Assign a New Classification"​ link in the  Family View. 
 +  **== NOTE: Doing this changes EVERY family member'​s role, regardless of a previous role. ==**
 +
 +  2. You can change an individual'​s classification by clicking on the "​Classification"​ Menu when you edit a record,
 +  if  you have permissions.
 +
 +
  
classification.txt ยท Last modified: 2013/07/15 12:31 (external edit)