Quick Add Settings
Objectives:
- Learn how to edit the appearance of the Quick Add feature of your platform
- See how the options in the Quick Add Settings reflect on the Quick Add Feature
Introduction
The Quick Add Feature provides users with a way to quickly add opportunities from different pages of your platform. As a platform administrator, you can customize the name of your opportunities to ensure they are in line with your program and/or activities.
Changing Your Quick Add Settings
To change your quick add settings, access your Setup Panel by clicking [Settings] at the left-hand sidebar.
Then, click "Appearance" under the Usage and Account tab.
There are different settings you can tweak to give more personalisation on your platform:
- Name of opportunities
- Opportunities are entities with a place, time, outcomes and participants. They can be once-off or recurring.
- What you enter here is what you will call these entities throughout your portal.
- Page Title name
- This would be the title of your "Add Opportunity" page.
- Placeholder for what are you adding question
- What you write here will be the placeholder text for the "Details and notes about the activity" form.
- Call to Action Button
- This is the text on the button that would bring you to the "Add Opportunity" page.
- Call to Action Text
- Validation Rule Violation Alert: Add your customized alert if there are validation set up for specific types of activities
- Privacy
- Turning this slider to YES turns your Quick Add posts to private
- The default is private
- Outcomes
- The slider can be turned to YES or NO
- Turning this slider to YES turns your Outcomes on.
How the Quick Add Settings Reflect on Your Platform
- Name of opportunities
- Page Title name
- Placeholder for what are you adding question
- Call to Action Button
- Call to Action Text
- Privacy
- Outcomes
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