CNFS Administration - Editing a Lookup Table

Issue:

You need to edit the items that appear in a lookup table--the most commonly used tables are Celebrants, Family Group, and Title. 

Environment:

 ConnectNow Family Suite

Resolution:

To add an item to a lookup table or sort the table, go through the following steps:

1) Go to Administration module. This module is only visible to staff members with "Parish Administrator" rights. If you can't see the tab, you should talk to another staff person with adminstrative rights.

2) Select the Lookups tab.

3) Choose the table you want to edit. In this example, we've clicked on Celebrants.

4) Click on the + to add an entry. 

 add_celebrant.gif

 

 

5) Enter the text you would like to appear in the entry. To add a blank entry, enter a space.

6) Click Save

 

To edit an entry, click on the pencil and paper icon next to it.

To remove an entry, click on the icon of the four green spheres. Select another entry to merge with. The original entry will be removed from the list. Any examples of the first entry in the database will be replaced with the second. If an entry was entered by mistake and never used, this will be equivalent to deleting it.

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