Shell Design

Shell Design houses the functional areas, tasks, pages, search lists, and user-defined datalists used in the program. You can also add, edit, and delete ad-hoc query reports from Shell Design.

• Functional Areas: Areas in the program that house a series of related functions. For example, Administration is a functional area, housing all of the tasks necessary to configure the software: security tasks, application tasks, marketing tasks. All tasks included on the Tasks tab are arranged based on the functional area to which the task is assigned. All functional areas included in the program display on the program’s action bar. For more information, see Functional Area Management.

  Note: Only functional area functions for which the user has permission granted appear. If the user has permission to no functions in a functional area, the functional area does not appear.

• Tasks: Operations preformed in the program. For example, searching for a constituent record is a task; properties defining the constituent Search screen are accessed from the Tasks tab. Adding an event is a task; properties defining the Add event screen are accessed from the Tasks tab.

  For more information, see Task Management.

• Pages: House operations related to a specific record type. For example, the Constituent page houses all operations you can preform on a constituent record: add, edit, delete. The event page houses all operations you can preform on an event: add registrants, edit expenses, etc. For more information, see Page Management.

• Search Lists: Search lists included in the program support optional output columns and filters. For example, the standard constituent search list in the program does not allow you to filter searches based on “Class of” information. However, the ability to filter based on this information may be very important to educational institutions. With the Edit settings option on the Search Lists tab, you can edit the standard Constituent search settings to allow for “Class of” filtering.

• User-defined Datalists: Datalists are a fundamental component in the application design. For examples, the Constituent Address List, the Ad-hoc query list, the System Role List, the Constituent Giving History list, are all fairly common to designers working in the program. In addition to the long list of Datalists included with the program, you can easily add Datalists to the catalog that can then be used to define new pages or edit existing pages. For more information, see User-Defined Datalist Management.

• Ad-hoc Query Reports: You can create ad-hoc query reports based on ad-hoc queries you previously added in Query. You can add, edit, and delete ad-hoc query reports from the Ad-hoc Query Reports tab of the Shell Design page in Administration. For more information, see Ad-hoc Query Reports Management.