You will need the Connections Settings permission to perform this action.
Click on Connections from the left-hand navigation. Afterward, click the Settings tab and then click on the Add Type button.
The following fields are available:
General
Name - the name of the connection type.
Description - a brief description explaining what this type is and when to use it.\
Active? - whether the type can be used when adding new connections. If set to "No," this type will not be available.
Additional Fields
Use this section to define custom fields. Any fields added here will only appear when this type is chosen while adding/editing the connection. The new type must be saved before being able to add custom fields.
Assignment
Person - the person who should follow up with the connection by default when a new connection of this type is added to the system. Leave blank to not have it auto-assign. The person can be overridden as needed when adding a connection.
Days Until Due - the number of days the person has to complete the connection. After the due date passes, the connection becomes past due.
Once finished, click on Save to finish creating the new connection type.
Adding custom fields
To add a custom field, go to the connection settings pop-up and choose the connection type from the side menu.
Under the Additional Fields section, click on Add Field.
Another pop-up will appear where the custom field can be defined. The fields that can be added are the same as the ones when designing a form. See the Fields section of this article for more information on how to define the field. Item/Ticket and Donation fields cannot be added as custom fields.
Editing custom fields
To edit an existing custom field, go to the connection settings pop-up and choose the connection type. The custom fields will appear under the Additional Fields section.
Click on the 3-dots menu over the field to edit, and click on Edit. A pop-up will appear where the settings can be changed. Click on Done once finished.
Deleting custom fields
To delete an existing custom field, go to the connection settings pop-up and choose the connection type from the dropdown. The custom fields will appear under the Additional Fields section.
Click on the three dots over the field to edit, and click on Delete. A pop-up will appear where the settings can be changed. Click on Done once finished.
