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Choosing Record Types

Choosing Record Types

After you open the "User Defined Fields" screen from "Tools" in the menu bar, notice the "Record Type" of the User Defined Fields screen.

Regardless of the tab you are working from you can create, edit, or delete any UDF record type. However, to access and collect information about your Volunteers, Opportunities, Organizations, Clients or Schedule Slots, you must go to the associating tab of the type of information that you are trying to collect.

 

You must have administrator access to create UDFs. If you can see the "User Defined Fields" selection from the "Tools" drop down box, you have access to create UDFs.

 

 

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