Manage Fields

Panorama Donor Management contains a number of fields that prompt the user with a list of options to choose from to better define values that are meaningful to your organization.  For instance, the appeal is a field to describe a specific effort or action used to raise donations.  You will want to define appeals that are specific to your organization and fundraising plan.  Some examples of appeals might be holiday fundraising letters, car wash, holiday gala, etc.

Steps to Add or Edit Field List Values

Step 1: Access Field Management
a. Click on Settings in the main menu.
b. Select Manage Fields.

Step 2: Choose a Field to Customize
a. From the drop-down menu, select the field for which you want to customize the list values.
Examples of available fields:

• Acknowledgement Method
• Address Type
• Appeal
• Campaign
• Constituent Status
• Designation
• Email Type
• Event Category
• Fund
• Group
• Job Title
• Payment Method
• Phone Type
• Prefix
• Solicitor
• Source
• Tribute

Step 3: Add a New List Value
a. Click the Add New Item button.
b. Enter a name for the new item.
c. (Optional) Provide additional details, depending on the field:

• For fields like Appeal, Fund, Campaign, Group, and Tribute, you can add a Description.
• For Payment Method, select a Category.
• For Tribute, enter a Title (e.g., "In Memory Of" or "In Honor Of").
  d. Click the Save button to save the new item.

Step 4: Edit an Existing List Value
a. Click in the Name and/or Description field to make changes.
b. Type the corrected value.
c. Click the checkmark in the blue circle to save your changes.

Step 5: Hide a List Value
a. To hide an item, click the icon under the "Visible" column.
b. If the icon is crossed out, the item will not appear in the drop-down menu.

Step 6: Delete a List Value
a. Click the Delete icon to remove the item from the list.
b. Note: Deleting a list item will also remove it from all references within the system.

Note: Default values cannot be hidden or deleted.