Disciple.Tools User Documentation

Admin Customization (D.T) Section

Welcome to the Disciple.Tools Admin Customization documentation. This guide helps you tailor your Disciple.Tools instance to your ministry’s needs—no coding required.

Note: Some features are in BETA and may change as the platform evolves.

Table of Contents

• Introduction
• Accessing the Customizations Menu
• Working with Record Types
  • Overview
  • Creating a New Record Type
  • Modifying Record Type Settings
  • Deleting a Record Type
• Working with Tiles
  • Overview
  • Creating a New Tile
  • Modifying Tiles
  • Reordering Tiles
• Working with Fields
  • Overview
  • Understanding Field Types
  • Adding a New Field
  • Modifying Existing Fields
  • Reordering Fields
  • Field Options
• Role Permissions
• FAQs

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About the Customizations (D.T) Section

The Customizations section allows you to:

• Create and manage custom record types (beyond Contacts and Groups)
• Organize information using tiles
• Add and configure custom fields
• Control user roles and permissions for each record type
• Adjust search settings for your custom data

For a high-level introduction, see the Introduction.