Setup Page

The Setup page allows you to manage Trustee Types, Contact Types, and Message Types for the system. Below are the instructions for managing each type.

Trustee Types

How to Manage Trustee Types

  1. From the sidebar, click on Setup.
  2. In the Trustees tab, you will see the list of existing Trustee Types displayed in a table.

To Add a New Trustee Type:

  1. Click on the + Add button located on the top right.
  2. Fill in the required fields for the new trustee type.
  3. Click Submit to save the trustee type or Cancel to discard the changes.

To Edit or View Details of a Trustee Type:

  1. Click the Edit icon (pencil) in the Actions column to modify the trustee type.
  2. Click the View icon (arrow) in the Actions column to see more details about the trustee type.

Sorting, Filtering, and Searching Trustee Types:

  1. Use the Search bar to find trustee types by name.
  2. Use the Sort By dropdown to sort the list by Last Update (newest or oldest).
  3. After filtering or sorting, click Apply to refresh the list or Clear to reset the filters.




Contact Types

How to Manage Contact Types

  1. In the Setup page, click on the Contact Types tab.
  2. You will see the list of existing Contact Types.

To Add a New Contact Type:

  1. Click on the + Add button.
  2. Fill in the required fields (such as the Name and Description).
  3. Click Submit to save the new contact type or Cancel to discard it.

Editing and Viewing Contact Types:

  1. To edit a contact type, click on the Edit icon (pencil).
  2. To view more details, click on the View icon (arrow).

Searching, Sorting, and Filtering Contact Types:

  1. Use the Search bar to find contact types by name.
  2. Use the Sort By dropdown to sort the list by Last Update (newest or oldest).
  3. Click Apply to apply the filter or Clear to reset it.




Message Types

How to Manage Message Types

  1. From the Setup page, select the Message Types tab.
  2. You will see a table of all the existing message types.

To Add a New Message Type:

  1. Click on + Add to open the message type form.
  2. Enter the Name and Message.
  3. Click Submit to save or Cancel to discard the changes.

Editing and Viewing Message Types:

  1. To edit a message type, click the Edit icon (pencil).
  2. To view more details about a message type, click on the View icon (arrow).

Searching, Sorting, and Filtering Message Types:

  1. Use the Search bar to find message types by name.

  2. Sort the list using the Sort By dropdown by Last Update (newest or oldest).

  3. Click Apply to apply the filters or Clear to reset the list.

    Additional Information

  • The sidebar on the left provides navigation options for other sections, including Management and Financial categories, which contain sub-sections for different types of records.

  • The top navigation bar includes a branding logo and the user profile icon for accessing account settings.

    Additional Information

  • The sidebar on the left provides navigation options for other sections, including Management and Financial categories, which contain sub-sections for different types of records.

  • The top navigation bar includes a branding logo and the user profile icon for accessing account settings.

This guide explains how to manage the trustee, contact, and message types using the Setup page of the application.