Connect FR General System Setup
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 | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
