Project Preferences is where you add additional Apps and settings to your project
...
Cases
...
Financial Values
...
The Three Progress Options
...
.
Watch the walkthrough
https://www.loom.com/share/473a1d4f314a4044af8ce32a2e37ca06
How it works
Project Preferences section (click each link to find out more) | Why you’d use it |
|---|---|
Contact forms to use when creating a contact  | If you’ve got several Contact Forms , you can specify which Forms should be used to register new participants/contacts on this project |
Contact forms to use when editing a contact  Control which Contact Forms can be added to a contact while editing their Bio | Let’s say you use one Contact Form to register new people but then you have an additional form for collecting more information after they’ve been registered; this is where you would add that additional form. |
Decide which users are allowed to edit contacts they did not create  | If you have a large team, you might want to control which colleagues have permission to complete or update particular forms for a contact. This is where you can assign those permissions. |
Enrolled state, Waiting List, Alumni and Declined  | If you want to distinguish between people who are
|
Access the Project Preferences page
...
| Info |
|---|
Project Preferences can only be accessed by Project Managers and Organisation Admins |
Explanation video: https://www.loom.com/share/2872060c3c3e4398a927af79c710e864
Go to the Project page
Select More Options in the project’s cover panel
Select Project Preferences
You arrive on the Project Preferences page
...