Add Tasks

You can add tasks to the program. For example, rather than have users navigate to Events to access the Events calendar, you can add an Events Calendar functional area to the program’s action bar. Then users simply have to select the Events Calendar action bar link to open the calendar.

To accomplish this, you first create the “Events Calendar” functional area on the Functional areas tab then you add the Events Calendar task and assign it to the Events Calendar functional area from the Tasks tab.

For information about how to create the functional area, see Add Functional Areas.

Another useful option is to edit search tasks and set FormFieldOverrides for search screens. For example, for the Constituent Search form, you can choose to set overrides to always include inactive constituents or deceased constituents in the search.

Note: For example, the Constituent Search form is sticky and remembers the options a user selects, so the same settings are applied the next time the user searches for a constituent. However, if you have FormFieldOverrides on the Constituent Search form, the overrides will always occur for the search regardless of the user’s last search settings.