Customizing PatronManager
39 Articles
- How to Create and Update Custom Fields
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- 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)
- All About List Views
- How to Create and Edit List Views
- How to Add the Primary Campaign Source Field to a Donations List View
- All About Roll-Up Fields (and Best Practices)
- How to Create and Edit Custom Roll-Up Fields
- How to Add a Web Tab to View a Website within PatronManager
- How to Create Classic Email Templates
- How to Update Your Image URLs When You Turn on My Domain
- How to Use State and Country Picklists
- How to Add Values to the State Picklist
- Actions in Lightning
- Updating CSS with Static Resources
- How to Set Up My Domain
- All About Enhanced Domains
- How to Install Add-On Packages
- Installing the Declarative Lookup Rollup Summary Tool
- How to Create a Mail Merge Button in Lightning
- The Very Best of Lightning's New Features
- How to Run Your Gala or Fundraising Event in PatronManager
- Using PatronManager to Surprise and Delight Your VIPs
- All About Lightning Email Templates
- How to Create a Custom Record Type
- How to Add a Custom Link to Your Home Page
- How to Remove Old Classic Buttons from Page Layouts
- So You Want to Get Started with Volunteers
- How to Add Images to Email Templates
- All About CourseStorm and Class Registration
- How to Install the PatronStorm Integration
- How to Create a New Stage for Donations
- How to Adjust the Fields on the Action Page Layout
- What to Do When Your Organization Is Changing Its Name
- How to Create a Calendar of Event Instances
- How to Adjust Search Layouts
- Ensuring Quality Data Entry: Required Fields, Dependent Fields, and Validation Rules
- All About Field History Tracking