Preference Categories: Seeking Documentation

Question

Hello All,
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I'm setting up my configurations and am having trouble understanding where the Preference Categories show up on records and how to retrieve/utilize what I enter into the configuration area. Could someone please share documentation on how that is used once it's configured?

rajesh2381 · Answer

Hello&nbsp;DevinDukes&nbsp;&nbsp;Please find the below link for documentation for Preference categories and let me know if any further questions.https://learn.microsoft.com/en-us/dynamics365/industry/nonprofit/fundraising-engagement-configure#preference-categories&nbsp;

devindukes · Answer

Thank you - are you able to share how it is accessed when a user is on a record? That's what I am having trouble finding.

rajesh2381 · Answer

Hello&nbsp;DevinDukes&nbsp;The&nbsp;Preference Categories&nbsp;is linked with Contacts,Account &amp; Opportunity only.&nbsp;
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devindukes · Answer

Thank you-could you please tell me where they appear on the Contact, Account and Opportunity records? I can't find where to access them once I have added them to the configuration.

rajesh2381 · Answer

Hello&nbsp;DevinDukes&nbsp;
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the upper right corner, there is a preference and when the user clicks on add preference, there is another lookup field to add a preference category.

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Preference Categories: Seeking Documentation

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