Maintaining References
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Maintaining References |
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References are used on membership records to record the way in which someone came to know about your organization. Typical entries might be, "friend", "newspaper", "event", etc.
Maintaining References
| 1 | Choose Tools > Dropdown Lists > References. |
| 2 | The Maintain Reference Names list enables you to Add, Open, or Delete any entry. |
| 3 | Choose the appropriate option. If you are adding or changing an entry, the following fields are available: |
Value - The name of the reference.
Default - Select this option if you want this role to be the default for new membership records. A default must be specified.
Combining Values
Entries on this list can be combined into one. See Merging/Combining Values for details.