Customizing the Constituent, Gift, and other menus
In this article:
- Menu items that you can customize
- Adding menu items
- Custom gift fields
- Editing and deleting menu items
- Re-ordering menu items
- Merging values within a category
- Adding custom categories
- Deleting custom categories
Menu items that you can customize
Many different types of menu options are customizable from Settings > Menu Items, including Constituent menu items, Constituent relationships, Gift menu items, Contact information menu items, and Other menu items:
You can currently customize the following types of values:
Constituent menu items
- Contact types: For managing household data, e.g., only one Primary constituent per household (Read more about managing households in LGL.)
- All constituent categories: Groups, Communication Tags, Acknowledgment Preferences,Capacity, Interest, and any custom categories you have defined
NOTE: It is possible to manage which constituent menu items appear in your account by selecting the Customize order and display button. For more information on managing the order and display of these menu items, please read Customizing the order and display of constituent menu items.
If you've enable the membership settings in Settings>Subscription settings>General tab, you'll be able to manage membership levels here.
If you've enabled the school settings option in Settings>Subscription settings>General tab, you'll be able to manage class year affiliation types here.
- Relationship Type: Assigning possible relationship values and their reciprocal relationship value (i.e., brother/sister, husband/wife, and so on)
Additional constituent menu items
- Marital status: Ability to manage all marital status options
- Gift categories: Useful for identifying the kind of gift, pledge, in-kind donation, or goal
- Gift payment types: The available payment types for a gift
- Custom gift fields: Additional menus that you can add to gift records
- Goal status: The status values for a goal (for major gift and grant work)
- Gift tiers: For reporting on different giving levels for constituents
Contact Info menu items
- Email address types: Useful for differentiating varied email addresses (i.e., work, home, spouse, etc.)
- Phone number types: Useful for differentiating varied phone numbers (i.e., home, work, fax, mobile, etc.)
- Mailing address types: Useful for differentiating varied mailing addresses (i.e., home, work, shipping, etc.)
- Website types: Useful for differentiating varied URLs, including websites and social media links (i.e., Facebook, Twitter, LinkedIn)
Other menu items
- Mailing types: To allow for classifying of different types of mailings
- Appeal statuses: To classify various statuses of appeal requests
- Document categories: To allow for classifying different types of documents
- Volunteering categories: To classify volunteer hours
- Task types: To classify tasks and contact reports
- Note types: To classify notes
Adding menu items
You can add new menu items for any menu by clicking on the Add values button:
Custom gift fields
Custom gift fields are additional menus that you can add to gift records. You can create either a single- or multi-select custom gift field by going to Settings > Menu items > Gift menu items, and clicking the Add custom field button.
2. Custom gift field values are inherited by any related gifts that they are a parent of.
Editing and deleting menu items
You can edit any value by clicking on the Edit icon next to each value. Then just change the value and click the Save button or cancel to leave the value unchanged.
To delete a value from a menu, click on the Delete icon. This will deactivate the value. (You can reactivate it at a later date by clicking on the Reactivate icon.)
You can delete all inactive values for a menu by clicking the Delete inactive button:
Note: Some menu items may not be edited or deleted because they are required by the system to be in place. In these cases, there will be no option to edit and/or delete the item.
Re-ordering menu items
All menus can be re-ordered by clicking on the Reorder values button:
After clicking that button, you can drag values up and down the list, placing them in the desired location.
When you are finished sorting, click the Finish sorting button.
Merging values within a category
To merge duplicate values within a category, click on the Merge button next to the value that you want to retain.
A new "Merge this menu item" menu will appear. Choose the field that you want to merge by clicking on the Select item to merge drop-down menu. Once you've selected the field, click Save.
Adding custom categories
For constituents, you can also add custom categories to help further segment your constituents. This is advisable if you have particular sets of values you want to track, such as which Mailing List a constituent should appear on, etc.
Custom categories can be multi-select (constituents can have more than one value assigned) or single-select (only one value for each constituent).
You can also choose which custom categories to display within the constituent filters by selecting (or de-selecting for removal) the Is a filter? check box.
Video Tutorial: Adding a custom constituent category
Deleting custom categories
To fully remove a custom category that contains values, all of the values will first need to be deactivated and then deleted. Once you have removed all of the values and the category is empty, you can then delete the entire menu, to remove it from your account, by clicking on the Delete menu button.