Charities

Source PDF page(s): 25 (of raw/specs/MMS features v2.5.pdf) User Guide section: §2.4 (of raw/specs/MMS_UserGuide_v2.5.0.0.docx)

Summary: Manage centralized charity records that can be reused across base templates, with the ability to customize settings per template.

Status: shipped

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Why

Charities are a global data source for terminal templates. Defining them centrally avoids duplication and allows template-level customization. See ../specs/mms-features-v2.5 §4 and ../specs/mms-userguide-v2.5 §2.4.

What

• Centralized charity records reusable across base templates.
• Override charity settings per template for company-specific customization.
• Attributes: charity name and reference number, donation amounts, images/advertising visuals, advertising enablement.

Steps

Create a charity

1. Navigate to the Charities page.
2. View the list of existing charity records in the Charities column.
3. Expand the Menu icon and select Add.
4. Enter charity information in the Charity Details panel (right side):
5. Charity name and reference information.
6. Charity amounts (donation values).
7. Upload charity images or advertising visuals (optional).
8. Configure advertising settings: enable or disable (optional).
9. Click Save.

Update or use a charity

1. Select an existing charity from the list.
2. Edit charity information as needed.
3. Click Save.
4. Reference the charity record within a template — it is used as a global data source and can be overridden per template.

Linked pages

• stakeholders — parent overview page
• ../specs/mms-userguide-v2.5 — User Guide §2.4
• ../specs/mms-features-v2.5 — Features doc §4
• app-manager — Charities feed base templates

Screenshots

Status history

• 2026-05-27 — capabilities ingested from features doc v2.5 (Charities "Completed") → shipped
• 2026-06-03 — step-by-step user guide added from raw/specs/MMS_UserGuide_v2.5.0.0.docx §2.4; page split from stakeholders.md