Assigning extra details to a customer, activity, facility, or center

You can assign extra details to a customer, center, activity, or facility to provide links or URLs to additional information on the public access site. Use the Extra Detail Master List to maintain a list of descriptions. Define the link and the thumbnail image for the link at the time you create the customer, center, activity, or facility.

1. Choose one of the following:

• Assign an extra detail to a customer.

  1. Go to Administration > Population Settings > Customers.

  Note: You can also go to Front Desk > Population > Customers.

  2. Search for and select the customer that you want to update, then click Change Extra Details.

• Assign an extra detail to an activity.

  1. Go to Administration > Registration Settings > Activities.

  2. Search for and select the activity that you want to update, then click Change Activity Extra Details.

• Assign an extra detail to a facility.

  1. Go to Administration > Facility Settings > Facilities.

  2. Search for and select the facility that you want to update, then click Change Facility Extra Details.

• Assign an extra detail to a center.

  1. Go to Administration > Locations > Centers.

  2. Search for and select the center that you want to update, then click Change Center Extra Details.

2. Choose one of the following:

• To add a new extra detail, click Add New.

• To modify an existing extra detail, click the Description of the extra detail.

3. Select the Detail Name that you want to use for this extra detail.

Note: To add a new item to the Detail Name list, create a new master extra detail record.

4. Enter a Description for this extra detail's link.

Note: The description will appear on the public access site as a clickable link that takes users to this extra detail's URL.

5. Enter the URL of the website that you want to display when customers click the link for this extra detail.

6. To include a small image on the public access site next to the link for this extra detail:

1. Select either URL (if you can access the image through an online URL) or Upload (if you have the image file and will be uploading it to ACTIVE Net) as the Thumbnail Source.

2. Enter the Thumbnail URL or upload the thumbnail image that you want to use.

7. To attach an additional file to this extra detail, select the file that you want to use (or upload a new file) in the Attached File subsection.

8. Click Save.

Note: For complete descriptions of the options on this page, click here.

Related topics

Creating a new master extra detail record

Return to Population Settings

Return to Registration Settings

Return to Facility Settings

Return to Locations