Use this link to share with your colleagues:
PM Admin Cert Module 03: Customizing Your PatronManager Account: https://help.pm.leapevent.tech/a/1464197
In this module, we'll focus on:
- Page Layouts
- Custom fields
- Picklist values
- Roll-up fields
- Record Types
Help Tab articles for this module:
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- How to Adjust the Fields on the Action Page Layout
- How to Create and Update Custom Fields
- All About Roll-up Fields (and Best Practices)
- How to Add, Edit, and Retire Picklist (Drop-Down Menu) Values
- What to Do When a Value Isn't Showing Up in a Picklist (Dropdown Menu)
- Introduction to Record Types (Video Tutorial)
- How to Create a Custom Record Type