How do I populate the dropdown in the phone/email status field?

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asked Aug 30, 2016 in Support Questions by bismark

I would like to ensure that status in the phone grid is used consistently.

How can I populate the dropdown box?

Thanks!

Yitzchok Markowitz
Director of Information Systems
Ner Israel Rabbinical College

commented Aug 30, 2016 by yczehn
moved Aug 30, 2016 by yczehn
In administration > admin, on the right type/select Phone Type you can modify how ever you'd like it to be, in the query screen in fundraising it will only display the types you setup, in tuition it will display all unique description you have on accounts.
commented Aug 30, 2016 by bismark
Don't the entries in the "phone type" refer to the type of phone and not the status?

I am asking about the MPStatus field not Desc.

kt/yam
commented Aug 30, 2016 by yczehn
Sorry didn't notice you where referring to status, Currently there's no such option we'll iy"h add it.
commented Aug 30, 2016 by bismark
If already...

Can you add that functionality for the Status, Occupation and Industry fields in the address grid?

Thank you again!

1 Answer

answered Aug 31, 2016 by Admin
selected Aug 31, 2016 by bismark
 
Best answer

Added. In order to add a list you need to add to administration the following lists.

MAStatus List

MAOccupation List

MAIndustry List

 

 

 

Then log out and you will find these in the dropdown. Choose and enter your list. If you want to have anything Existing in the field come up enter Existing.

 

 

 

commented Aug 31, 2016 by bismark
Thank you for the work on MAStatus, MAOccupation and MAIndustry. They are working now both in Tuition and Fundraising.

My original question was about MPStatus in the phone/email grid. Could that be done also? (I tried adding it in Administration as above but that didn't work).

Thanks.....

--yam
commented Aug 31, 2016 by Admin
Done too. Update again.
commented Aug 31, 2016 by bismark

Both Tuition and Fundraising on clicking on the phone status dropdown:

Run-time error '3061':

Too few parameters. Expected 1.

commented Aug 31, 2016 by Admin
Update again.
commented Aug 31, 2016 by bismark

Et plures updates!
Tested, working (f&t), Thanks!!!
kt/yam
 

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