Within Contacts of PastPerfect there are several ‘ready-made’ sections:
Membership, Volunteers, Docents (Tour Guides), Donors (Monetary) and more.
There is also two main lists – A List and B List. Many museums use these for different categories. In my experience, I have seen several organizations use the A List and B List for their Artifact Donors and Artifact Lenders.
Did you know that you can change/update this name label for these Lists? For instance – A List can be changed to Lenders.
Select Setup, Custom Fields, Contacts – on the right hand side you’ll see A List and B List. Here you can over-type and rename the label. You can use up to 12 digits. Be warned, however, from the main Contacts Page, only the first 10 letters are shown. It is a good idea to choose the new name with this in mind.
Contact me if you have any questions, or leave a comment below.
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