Organization Info

Update Contact Info, Year End Begin and End Dates (Giving), Salutations, Report Message, etc.

Written by MaryEllen Elliott
Updated over a week ago

Organization Info - Giving

Updating your Current Year Begin and Current Year End Dates in Settings.

Written by MaryEllen Elliott
Updated over a week ago

Organization Info - Salutations

How to update your Salutations options.

Written by MaryEllen Elliott
Updated over a week ago

Organization Info - Report Message

Updating the note to Donors used in the Giving Statement and Monthly Statement PCC reports.

Written by MaryEllen Elliott
Updated over a week ago

Organization Info - Email Receipt Defaults

Edit the message to be sent to Donors for Email Receipts.

Written by MaryEllen Elliott
Updated over a week ago

Organization Info - Note Settings

Locking Donor, Counselor, Pregnancy and Sonographer Notes.

Written by MaryEllen Elliott
Updated over a week ago

Validation Tables

Update values used in drop down lists.

Written by MaryEllen Elliott
Updated over a week ago

Integrations - Ministry Sync

First step when using the Ministry Sync Import tool.

Written by MaryEllen Elliott
Updated over a week ago

Texting Numbers

Buy a text number to be used with Client Text Appointment Reminders and Conversations.

Written by MaryEllen Elliott
Updated over a week ago

Users

How to add a User to the User list in Settings - Security.

Written by MaryEllen Elliott
Updated over a week ago

Profiles

Define which dashboards (Donor, Client, Volunteer) your Users will have access to.

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Security Timeout

Written by MaryEllen Elliott
Updated over a week ago

Profiles - IP Security Enabled

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Note Types

How to limit access to certain Client Notes based on a User's Profile.

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show Case

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show Visit

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show Counseling

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show Pregnancy Test

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show Ultrasound

Written by MaryEllen Elliott
Updated over a week ago

Profiles - Client Security - Show STI

Written by MaryEllen Elliott
Updated over a week ago

IP Addresses

List of computers your Users can log into if the IP Security Enabled box is checked on their Profile.

Written by MaryEllen Elliott
Updated over a week ago

How do I add to the Visit Consultant list?

Information on adding a new Consultant.

Written by MaryEllen Elliott
Updated over a week ago