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Contributions Display Panel Screen

MemberLink Contacts Display Panel Row-Column Form

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CheckinLink Configuration Screen Overview

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Working with Transaction Options, Inventory Add Trans Screen

Training -- Instructions -- Hints & Explanations

This [Help ?] button narrative applies to Adding a Transaction Option and also Modifying an existing Transaction Option.

Section 1 -- Adding a Transaction Option:

You came to this ADD TRANSACTION OPTION screen when you clicked the [Add Transaction Option] icon on the TRANSACTION OPTIONS screen.

As you "Add Extra Items" to an inventory transaction, you can indicate if it will use single values or multiple values for the option.

For example, you would use "Single Values" on the bank name option, because a transaction cannot go in more than one bank.

But if the transaction option was "Auditor", for example, you could have multiple auditors for a transaction. You would choose "Multiple Values" for that kind of option.

Make the selection by clicking the appropriate Checkbox next to the "Can only select single values" label or "Can select multiple values" label.

Click the [Add Transaction Option] button to complete adding the new option.

Section 2 -- Modifying a Transaction Option:

The "Modify" works the same way as the "Add", except one of the Checkboxes may already be checked. If it is, and you want to change, just uncheck it and check the other.

Click the [Modify Transaction Option] button to save your update.

"CAA Product Help" from CAA Ministries at or 404-551-4230