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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Extending the Platform

System Setup Section

This section examines customizing drop-downs, adding pages, and managing critical system configurations, including tips and page sections.

Very few people at your church should be able to access the system setup pages. On the simple side, this is where you can modify items in drop-down lists. On the complex side, this is where you can add pages and tabs (sub-pages), create views, charts, and more.

Tip: Those with Setup Admin set to Yes on their User record have rights to this section.

To apply changes immediately, you can use the Refresh Cache button in the About dialog box. Otherwise, changes apply within 24 hours.

CAUTION: Use extreme caution when working in these critical system pages. Mistakes here may take a specific page, report, or view offline until you undo the changes.

Page Section Pages showing each page section, its display name, and view order

Navigation Customization Tips

There are three ways a page displays in navigation:

  • As a single page in the Basic Menu: Page Sections with a Basic Navigation Page display a single page in the Basic Menu. Child pages are ignored.
  • With Child Pages in the Advanced Menu: Page sections without a Basic Navigation Page display all child pages in the Advanced Menu.
  • Outside of page sections in the Advanced Menu: Pages outside of page sections (for example, Contacts, Participants, Household, and so on) only exist in the Advanced Menu.

Do not share page sections between the Basic and Advanced menus. Even if the same content should display in both, create two separate page sections.

  • The Basic Menu ignores page sections where Basic Navigation Page is blank. These page sections do not display in the Basic Menu.
  • The Advanced Menu ignores page sections where Basic Navigation Page is populated. These page sections do not display in the Advanced Menu.
  • Pages that live outside of a page section (for example, Contacts, Participants, Household, and so on) only exist in the Advanced Menu.

Customize Navigation Page Sections

You can modify the pages in the navigation sections.

CAUTION: Exercise extreme caution when modifying anything in the System Setup area. Just because you can do it doesn't mean you should.
  1. In the Advanced menu, go to System Setup > Page Sections.
  2. Open the Page Section record you want to modify.
  3. Edit the Page Section field.
  4. Click Save.

Example showing the Page Section record for Communications

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Last updated: October 29, 2024