Drop-down List Items

The shelter manager can manage a variety of lists used by the Homeless Shelter CSDB. These lists include:

  • "Attributed To" - found on the client record, this is a list of the referral sources that made the client aware of your shelter
  • Client Contacts / Relationships - for client contacts, this is the list of relationships between the contact and the client
  • Ledger / Credits - sources for credits (such as volunteer work, day labor, etc)
  • Ledger / Debits - sources of ledger debits, such as overnight stays
  • Race - list of races (for demographic analysis)
  • Marital Status - list of marital statuses
  • Service - the services (with the exception of lodging) your organization provides to clients

Note that lodging, room, and bed configuration is a bit more complicated, and is described here.

To work with a list, select "More / Lists / [list]":

drop-down lists

You will now see the current entries in the list.

drop-down lists

To add a new list item, select "Add New [list] Entry":

drop-down lists

After adding your new entry, click "Add New Entry":

drop-down lists

You will now see the new list entry.

drop-down lists