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Open Data Management → Lookup Tables to manage the shared choices used throughout Advocora. A gift account is a CRM category. A Stripe Connect account is the payment-processing connection; they serve different purposes.

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Add or update an entry

  1. Choose the relevant tab.
  2. Check whether an equivalent entry already exists, including spelling variants.
  3. Use the tab’s add action, enter the required name and settings, and save.
  4. Open a record or form that uses the list and confirm the option appears.
  5. To rename or retire an entry, review its usage and the available edit/deactivation controls first.
For a sub-project, select its parent project. A donation form can route gifts to a project and either a fixed sub-project or a supporter-selected sub-project.

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Troubleshooting

An entry in use may be protected from deletion. Use the supported deactivation option where available so you preserve existing classifications. If an option is missing, check whether it is active and whether the parent project or module is selected. Coordinate naming with your team before changing shared categories: they affect everyone’s filters and reports.