Classifications, Contact Groups, Regions and Zones can be shared across projects in Darzin. You can create Classifications, Contact Groups, Regions and Zones in one project and can share them with other projects in two easy steps.

  1. Click Edit Classification

  2. Select each individual project that you want to share the classification with. If you select a Project Group, the classification will be shared to all projects belonging to that group.

Setup for adding a new project

Project Group Structure

If you have Project Group structure, your Add/Edit Classification screen looks like this:

The default for the Project Group structure is "Share to new project in selected project group". Only 1 of the 2 options may be selected for each Classification.
When a new project is added to a group and the Project Group is checked and "Share to new project in selected project group" is checked, the classification will be shared to the new project.  

If "Share to new project" is set then it doesn't matter which Project Group you add the project to, the classification will always be shared to it. 

If both options are off then the classification is not shared to the new project.

Project Only Structure

If you have only Projects structure, then your Add/Edit Classification screen is as follows:

"Share to new project" is selected by default. When a new project is added and "Share to new project" is checked, the classification will be shared to the new project.
If "Share to new project" is off then the classification will not be shared to the newly added project.

Did this answer your question?