Need Type Setup
Here's everything you need to know about setting up a Need Types to use in Need Connect.
Need Types display as options on the Connect Form and as sections on the Connect Board when the associated Need Campaign record has Is Default set to Yes.
Need Type Fields
- Need Type
- Describes the help that is needed or can be provided. Examples might include things like "Childcare", "Prayer", "Transportation", and so on.
- Campaign
- Identifies the associated campaign where this Need Type should be available as an option.
Create Need Types
Several sample Need Types are provided at install. You can edit or delete these, or add your own.
Note: Need Types display on the Connect Form in order by their record ID.
- In the navigation menu, click .
- Click New Need Type.
- Enter the Need Type, which will display as an option in Need Connect.
- Assign the Need Type to the appropriate Need Campaign.
- Click Save.
- Once you add all necessary Need Types, go to Need Connect and make sure the expected Need Types display for the Campaign.