How to Use System Settings
1. To access System Settings, first click on the Settings button in the upper right-hand corner of
the screen.
2. Then, click on System Settings. This is where you can turn modules on and off according to
your organization's needs. You can also set-up system defaults here.
3. System Modules - You are able to turn modules on or off according to your needs. To
modify any section in System Settings, click on Edit in the top-right. Next, check-off the
Modules that you want turned on and uncheck any that you will not be using. Click on Save
in the upper right-hand corner when you are done.
4. Customer Defaults - Set customer defaults for gift appeals, funds, and campaigns as well as
Thank You Letters and Receipts. You can also turn other settings on/off as needed.
Fund: Choose a default fund to be auto populated for new gifts.
Campaign: Choose a default campaign to be auto populated for new gifts.
Appeal: Choose a default appeal to be auto populated for new gifts.
Send receipts for gifts: Choose Yes/No. If you select Yes, then you must also choose the Default Receipt Type and Template Default Thank You Type and Template.
Federal Identification Number: Enter your Tax ID Number so it can appear on tax receipts.
Warn user when contacts with gifts are deleted: You will receive a prompt if you try to delete a contact that has gifts.
Display Inactive dropdown values at bottom of dropdown lists on searches and filters: If checked,
any codes that are inactive will display at the bottom of the list in searches and filter options.
For example: Animal Rescue 2 Campaign is not active.
If I do a Gift Search for a certain campaign, I will see Inactive Animal Rescue 2 listed.
If unchecked, inactive codes will not be displayed and cannot be searched or filtered on, however, the codes will remain listed in the gift records that were previously assigned a deactivated code.
Display Title and Suffix on Contact View: Check if you would like to include the title and suffix when viewing a contact record.
Auto-Populate Informal and Formal Salutations on Contact Edit: If checked, when you add a title, first, middle, last name, and suffix, the informal and formal salutations will be filled in without you needing to click in those fields.
Display Grant Milestones in the Task List: If checked, you will see any Grant Milestone tasks in the overall Task List.
5. Donation Totals - If you do not use memberships, or do not want them included in your donation totals, you can turn this setting on.
6. Gift Filter Defaults - Select which types of transactions you want to include automatically in
your gift filters. If you do not use pledges, memberships, or soft credits, you can uncheck
them accordingly. You will also have the option to exclude certain types while running
reports.
7. Event Defaults - Choose the default option for Event Activity Participant Attendance if
you use the Event Module.
8. Duplicate Checking - When adding contacts, you may choose the number of characters for
whichever field(s) you would like the system to compare when adding new contacts to
prevent duplicates.
9. Report Defaults - Choose the way you would like individual and non-individual records
displayed on reports.
10. Calendar Settings - Select the color you would like for completed and not completed
activities as well as strikethrough for completed tasks.
Credit Card Settings
11. Credit Card Setup Information - Set up your credit card processor information (if applicable). You may have more than one credit card processor (either a Braintree or Stripe account), but only one can be active and used at a time. If you only have one processor, complete the appropriate fields. Once you enter your credentials, you can click the Credit Card System Test button on the top right to make sure the connection is set up correctly.
Connection Type: Live
Gateway Provider: Braintree or Stripe, according to which one you have an account with and want to
be the current active processor.
Braintree credentials will be provided by Braintree.
Stripe credentials can be located by logging into your Stripe account.
12. Web Form Options - You can turn this on if you would like to give your donors
the option to cover a portion or the entire payment processing fee when donating on a
Web Form.
Choose if you would like the donor to cover a percentage and fill that in, or you can choose a flat amount (For Example: 2% or $5 flat amount).
Then when you create your Web Form, you will need to select Allow Processing Fees: Yes. You will also need to enter the text you would like to have next to this checkbox. This will put a checkbox on the form which donors can select if they wish to cover the processing fee. The system will automatically calculate and add this amount to their donation total based on the information that you set-up under System Settings.
Example on a Web Form:
13. Recurring Gift Defaults - If you are allowing donors to have the option to make their donation recurring, you may set the default information for these gifts. Minimally, you should select a fund as this is a required gift field. Otherwise, gifts will be defaulted to the General Fund.
