Persistent Module Tool options

If the Persistent Module type is selected, the following Tool settings are available.

• Field Setup … You can customize the standard set of fields as well as create unlimited custom fields to create your database. See Persistent Module – Field Setup
• Manage Units … This is an optional method for organizing people, in addition to using Categories. People can be in a single unit or they can be unassigned. Units have no start or end date.
• Manage Categories …Categories are designed to organize and filter people, similar to Instances. Categories have a start and end date, and can be active or inactive. 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 Activity Types … Set up the types for date-based activities.
• Manage Note Types …Set up the types of Notes. 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 File Types …Set up the types of Files. For each person, in addition to the built-in fields and custom fields data collection, you can attach files.
  • This works the same way as it does on a person’s Instance profile page.
  • Click ‘New File Type’, provide a File type name, select one or more Roles that can view, add or delete this type, select one or more Roles that can only view this file type, and click Save.
  • Edit or delete an existing File type by expanding the File type section and clicking on the appropriate link.
• 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 2021 Release 3 and later