Forum Discussion

Copper Contributor

Aug 18, 2023

Preference Categories: Seeking Documentation

Hello All, 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 configuratio...

Fundraising & Engagement

Microsoft Cloud for Nonprofit

Rajesh2381

Microsoft

Aug 21, 2023

Hello DevinDukes

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

DevinDukes
Copper Contributor
Aug 21, 2023
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
  Microsoft
  Aug 23, 2023
  Hello DevinDukes
  
  The Preference Categories is linked with Contacts,Account & Opportunity only.
  - DevinDukes
    Copper Contributor
    Aug 23, 2023
    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.