This article explains how System Administrators can add, update, and inactivate custom religion options within BestNotes, which will then appear in the "Edit Client" window and portal applications.

Permissions Required

No specific BestNotes permissions are required.

Managing Custom Religions

You can add your own "Religion" options. This would update the list located in the "Edit Client" window, and the portal applications if you have one. This can be done by System Administrators with the appropriate permissions.

Add Custom Religion

1. From the "Settings" menu, navigate to "System Customization."

2. Select the "Modules" option, and select "Religions."

3. Select "Add new row."

4. You can now enter the name of your custom religion option. 

5. Select "Save."

Update Existing Custom Religion

1. If you would like to update an existing custom religion option, select the Religion you would like to update.

2. Once you have made your adjustments, click your mouse anywhere outside of the rows to initiate an automatic save. You will notice the "Modified By" and "Modified On" columns will be updated. 

Inactivate Custom Religion

To inactivate an existing option, unselect the checkbox in the "Active column, on the row of the religion you would like to inactivate. This action will save automatically, and update the "Modified By" and "Modified On" columns. To activate an inactive religion option, you will select the checkbox in the active column.

Using Custom Religion Options

All of your customized options will appear at the bottom of the list in the "Religion" drop-down in the "Edit Client" window. They will be listed at the bottom under the "Custom" header. 

These options will also be displayed in the Report Builder as display options, and as filtering options.

Next Steps

• For more information about gaining access to system customization, review System Customization tool.