Settings
These sections will go into more detail on the sections located in the Settings menu.
General Settings
People Settings
- Navigating the Custom Fields view
- Adding Custom Fields
- Deleting or Deactivating Custom Fields
- Navigating the Grades view
- Adding Grades
- Automatically Promoting Grades
Event Settings
Offering Settings
- Navigating the Envelopes view
- Adding and Editing Envelope Numbers
- Removing Envelope Numbers
- Renumbering Envelopes
- Exporting an Envelope List
- Navigating the Funds view
Communication Settings
Ledger Settings
- Navigating the Books View
- Adding Books
- Editing or Archiving Books
- Printing your Book list
- Navigating the Book Details view
- Locking/Unlocking Fiscal Years
Integrations
- Setting Up Vanco Integration
- Enhancement to Vanco Integration
- Syncing Vanco Integration Manually
- Editing Linked Funds and Givers
- Matching Unmatched Vanco Funds
- Matching Unmatched Vanco Givers
Admin Settings
- Adding Logins
- Understanding Role Permissions
- Manually Expire a Login's Password
- Navigating the Logins view
- Editing a Login's Roles
- Reassigning Logins