Group 65
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23 articles in this collection
Written by
MaryEllen Elliott
Configuration
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
Security
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
Settings - FAQs
How do I add to the Visit Consultant list?
Information on adding a new Consultant.
Written by
MaryEllen Elliott
Updated over a week ago