Help – Training – Explanations – Hints

This is the Help narrative for the Create Menu Tab screen and Modify Menu Tab screen. You came to this screen from the Menu Tabs screen.



Menu Tabs are used to provide a way to organize Custom Data Fields. These fields are displayed and accessible on the Profile screen at the bottom of the screen. For example, Custom Data Fields that might apply to personal characteristics such as Gender, Marital Status, etc., could be organized under a Menu Tab called “Personal”. Custom Data Fields that might apply to church-related items such as Membership Status at Our Church, Date First Visited Our Church, etc., could be organized under a Menu Tab called “Church”.



The following will describe this screen if you came here to “create” a new Menu Tab. Further below, we will describe this screen if you came here to “modify” an existing Menu Tab.



Create (or Add) a New Menu Tab:



On the left side of this screen, there are three data entry boxes. To create a new Menu Tab, follow the instructions below for each entry box and then click the [Add Menu Tab] button. Clicking this button actually saves your work and creates the new Menu Tab. Your work will be lost if you do not click this button, and instead you first click the [Back to Menu Tabs] button which will return you to the previous screen.



Menu Tab Name:

Use this data entry box to give your new Menu Tab a name. The name can be up to 40 characters long.



This is a required field, you cannot leave it blank.



Title on Button:

Use this data entry box to indicate what word or words will label the Menu Tab when it is displayed. This should be just one or two words on a Tab – you will want to keep it short so that it looks good on the Menu Tab. These Tabs could have labels such as the following: Personal, Church or Our Church, Committees, Classes, Education, Spiritual Gifts, Previous Church, and so forth.



This is a required field, you cannot leave it blank.



Description:

Use this free-form entry box to provide a description of this Menu Tab and how it will be used. Such information may be helpful on Control Panel screens where it is displayed, and although you may remember why you created this Menu Tab, others in the future may find it helpful to read your comments.



This is an optional field, you may leave it blank if you want to.



After entering data into the three fields above, click the [Add Menu Tab] button to save your work and return to the previous screen.



Modify a Menu Tab:



On the left side of this screen, there are three data entry boxes. To change the data already showing in any of those boxes, follow the instructions below for each entry box. On the right side of the screen, there are checkboxes that you can turn on or off. Then click the [Modify Menu Tab] button. Clicking this button actually saves your work and changes the Menu Tab. Your work will be lost if you do not click this button, and instead you first click the [Back to Menu Tabs] button which will return you to the previous screen.



Menu Tab Name:

Use this data entry box to change your Menu Tab a name. The name can be up to 40 characters long.



This is a required field, you cannot leave it blank.



Title on Button:

Use this data entry box to change the existing label on the Menu Tab. Remember to keep the label short… only one word or possibly two words.



This is a required field, you cannot leave it blank.



Description:

Use this free-form entry box to provide or change the description of this Menu Tab and how it will be used. Such information may be helpful on Control Panel screens where it is displayed, and although you may remember why you created this Menu Tab, others in the future may find it helpful to read your comments.



This is an optional field, you may leave it blank if you want to.



Choose Custom Fields to be in this Menu Tab:

On the right side of this screen, one or more checkboxes and associated Custom Data Fields should be displayed. These checkboxes will be turned on (checked) for Custom Data Fields already assigned to this Menu Tab, and the checkboxes will be turned off for any Custom Data Fields that have not yet been assigned to any Menu Tab.



If you want to “unassign” Custom Data Fields from this Menu Tab, so that you can assign them to a different Menu Tab for example, just unclick the checkboxes.



If there are unassigned Custom Data Fields and you want to organize them under this Menu Tab, just turn on the checkbox for each of them you want to assign.



After entering or changing data in the three fields and turning on or off the checkboxes, click the [Modify Menu Tab] button to save your work and return to the previous screen.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230