Category | What is it | Instances that are created using this category |
|---|---|---|
Beneficiary Categories | A defined set of fields that loads when user wants to create or edit a beneficiary | Beneficiaries |
Story Categories | A defined set of fields and metrics (Changes and Indicators) that load whenever a user wants to create or edit a story | Stories |
Project Categories | A defined set of fields that load whenever a user wants to create or edit a project | Projects |
Document Categories | A defined set of fields and pre-filled text boxes that load whenever a user wants to create or edit a document | Document |
Custom Form for Contacts | A defined set of fields that load whenever user wants to create or edit a beneficiary (if the charity has turned on Custom Forms for Cases instead of using Beneficiary Categories) | Beneficiaries |
Custom Form for Cases | A defined set of fields that load whenever a user wants to create or edit a case | Cases |
General
Content
Integrations