Create a tribute type UDF for transactions

1. From Management, click User-Defined Fields.

2. Select the Base category.

3. Click New Defined Field under Tasks.

4. On Step 1, complete the following information.

   • On the Name field, enter the name "Tribute Type."

   • On the Description field, enter a longer description of the field to help other users in your organization when they use the field.

   • On the Data Type field, select Text.

5. Click Next.

6. On Step 2, select Transactions. This applies the field to journal types that are transactions, so that the field appears on all transaction types except for soft credits.

7. Click Next.

8. On Step 3, select the field attributes.

9. Click Next.

10. On Step 4, select Allow assignment of only one item as the display type.

11. Click Next.

12. If you use advanced security, in step 5 make any necessary security selections to control which users can see the field.

13. Click Next.

14. Add values such as "In honor of," "In memory of," and "In celebration of."

    To create a value, type the value name into the Name field, enter a Description if you like, and click Add Value. Continue adding values following those steps until you have all the values you need for the field. If you make a mistake on a value, click Delete underneath the value. Once you save this field, you will not be able to delete any values, although you will be able to rename them or mark them as inactive if needed. To change the order of the values, drag and drop the values from the list to your desired order.

15. To create the field, click Save and Finish.