Difference between revisions of "Connect FR General System Setup"
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| '''Warn if a user changes the fiscal year when editing or deleting''' || Selection indicating whether the user should receive a warning if modifying a record in areas such as gifts, miscellaneous revenue, or event receipts in a way that creates general-ledger transactions in a different fiscal year from the original transactions. Connect-FR does not backdate such transactions to the original fiscal year. This warning gives the user an opportunity to abort the operation if desired, but does not prevent it | | '''Warn if a user changes the fiscal year when editing or deleting''' || Selection indicating whether the user should receive a warning if modifying a record in areas such as gifts, miscellaneous revenue, or event receipts in a way that creates general-ledger transactions in a different fiscal year from the original transactions. Connect-FR does not backdate such transactions to the original fiscal year. This warning gives the user an opportunity to abort the operation if desired, but does not prevent it | ||
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| − | | '''Default tribute notification''' || | + | | '''Default tribute notification''' || Set the default [[Tribute Notification Codes|notification type]] that is displayed when someone in your organization enters a tribute. You can type the code or click the list icon to select from a list of tribute notification codes configured in the system |
|- | |- | ||
| − | | | + | | '''Default region for invalid or blank zip codes''' || Set the region that is automatically selected for reporting when the ZIP code isn't specified or is invalid for a gift. Type the [[Region Maintenance|region code]] in the field or leave it blank to leave the region unspecified |
|- | |- | ||
| − | | | + | | '''Default county for invalid or blank zip codes''' || Set the county that is automatically selected for reporting when the ZIP code isn't specified or is invalid for a gift. Type the county code in the field or leave it blank to leave the county unspecified |
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Revision as of 17:52, 20 March 2012
Overview of FR001SET
The General System Setup for Connect-FR allows your organization to make certain modifications to the system. You can identify the labels for certain gift fields, establish the system definition of a "large donor", and other settings. To access the General System Setup:
- From the DDI Connect main menu, double-click Connect-FR
- Double-click FR System Setup
- Double-click General System Setup. You will see this screen:
There are four tabs with various fields available for you to modify.
Basic & Display Tab
You have the following options on this screen:
| Field | Description |
|---|---|
| Connect-FR modules | This field indicates the various modules in use beneath the Connect-FR application. This field should only be modified by DDI staff |
| Gift purpose label/abbreviation | This field indicates the label and abbreviation that your organization would like to use for the promotion type field on gifts, extracts, etc. |
| Gift source label/abbreviation | This field indicates the label and abbreviation that your organization would like to use for the promotion source field on gifts, extracts, etc. |
| First designation label/abbreviation | This field indicates the label and abbreviation that your organization would like to use for the Desig 1 field on gifts, extracts, etc. |
| Second designation label/abbreviation | This field indicates the label and abbreviation that your organization would like to use for the Desig 2 field on gifts, extracts, etc. |
| Display PIN field before Master ID field on entry screens | If this option is selected, screens such as Gift Entry will display the PIN (constituent PIN) field first, followed by the Master ID (account ID). If not selected, the Master ID field is first |
| Gift postal codes checked for validity | If selected, the system will validate the postal code entered for reporting purposes on a gift. If it is not selected, the system will not check the ZIP |
| Automatically generate designation descriptions | Check this option to have the system generate the free form designation text based on the first & second designations selected |
| Warn if a user changes the fiscal year when editing or deleting | Selection indicating whether the user should receive a warning if modifying a record in areas such as gifts, miscellaneous revenue, or event receipts in a way that creates general-ledger transactions in a different fiscal year from the original transactions. Connect-FR does not backdate such transactions to the original fiscal year. This warning gives the user an opportunity to abort the operation if desired, but does not prevent it |
| Default tribute notification | Set the default notification type that is displayed when someone in your organization enters a tribute. You can type the code or click the list icon to select from a list of tribute notification codes configured in the system |
| Default region for invalid or blank zip codes | Set the region that is automatically selected for reporting when the ZIP code isn't specified or is invalid for a gift. Type the region code in the field or leave it blank to leave the region unspecified |
| Default county for invalid or blank zip codes | Set the county that is automatically selected for reporting when the ZIP code isn't specified or is invalid for a gift. Type the county code in the field or leave it blank to leave the county unspecified |
