Manage content-related items for the Module.

Status Definitions

Create and manage the types of active and inactive statuses you want to have available to assign to people in this Module.

Manage Text Replacements 

Set up global text replacements for report designers.

Field Setup 

Before collecting data on people, take some time and set up the information you want to collect. You can customize the standard set of fields as well as create unlimited custom fields to create your database.

Manage Activity Types 

Set up the types for date-based activities.

Manage Note Types 

Set up the types for note organization. For each person, in addition to the built-in fields and custom fields data collection, you can attach notes.

• This works the same way as it does on a person’s Instance profile page. 
• Click ‘New Note Type’ and provide a name.
• Edit or delete an existing Note type by expanding it and clicking the appropriate link.

Manage Attachment Types 

Set up the types for file organization.

Manage Categories 

People in Persistent Modules can be organized into categories, similar to Instances. People can be in a single category or they can be unassigned (uncategorized). Categories can have start and end dates are great for an additional layer for organizing and filtering your people. Once set up, you can easily see which categories are active or not, as well as how many people are assigned to each. People can be in a single category or they can be unassigned (uncategorized).

• To create a new category, click the green ‘New Category’ button. Provide a name and Start Date, and click Save.
• To edit an existing category, click the down arrow to expand the Category section. 
  • On active categories, you can Edit, Stop or Delete. 
    • Editing is for adjusting the name and start date. 
    • Stopping will mark the category inactive and let you choose the end date.
    • Deleting will remove the category and let you decide what to do with any existing assignments. You can either move them to another category or make them uncategorized. 
  • For inactive categories, you can Restart or Delete. Restarting will make it active again and remove the end date.

Manage Units 

People in Persistent Modules can be organized into units. People can be in a single unit or they can be unassigned. Units have no start or end date and are great for organizing and filtering your people.

Formatting Rules 

Manage formatting rules for color-coding people in the list. Formatting rules allow a person to mark their own custom list of people using coloring rules. You can set up any number of rules, and then end-users can apply them. Each user will apply these rules independent of each other.

• Click ‘New Rule’, provide a Rule name, select a background color, a text color and click Save. The Rule will be displayed in the configured colors.
• Edit or delete an existing Rule by expanding the Rule section and clicking on the appropriate link.

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Version(s): GideonSoft 2024 Release 3 and later