Configuration
By Graham1 author39 articles
- Settings overview
- Searching Settings > Configuration
- Activity Types
- Adding Custom Fields to Activities
- Address Area
- Address Regions
- Bank Accounts
- Collection Methods
- Constituent Roles
- Constituent Types
- Countries
- Departments
- Funds
- Gender
- Name Prefixes
- Payment Methods
- Reasons for cancel, lapse etc.
- Social Media IDs
- Name Titles
- Gift Aid Declaration Methods
- Getting started with GDPR
- Channels
- Creating Purposes
- Consent Statements
- Preference Update Settings
- Connection Types
- Adding Social Media Links to Emails
- Confidential Activities
- Products
- Currency
- Changing the Dashboard Currency Symbol
- Setting Up One Off Letters and Emails
- Acknowledgement Placeholders
- Adding Pictures to Acknowledgements, Documents and Forms
- Setting Up Tags
- Auto Tagging
- Adding Items to the Getting Started List
- Setting the Date Your Year Starts
- Flagging Donations as Recurring Gifts