In This Article:

    Configuration DP

    In This Article:

      The Configuration screen is where configuration options for the DonorPro software are set. Typically, the 
      System Administrator sets the Configuration, however anyone who has Configuration permission can modify these settings. All modifications made to the Configuration settings will be applied globally not to individual users.

      1. From the main menu, select Manage and then Configuration.

      2. The screen consists of two panels. The left panel is the Configuration Explorer, the right panel changes
      depending on what topic is highlighted in the Configuration Explorer.

      If the General option is highlighted, the right panel will contain options to define the maximum number of records to return in any given search and user password requirements such as minimum length and special characters. The General section of Configuration also includes email setup information.

      • If the Constituent option is highlighted, the right panel will contain two tabs, Main and Contact. The Main tab includes options to add, edit or delete a Constituent Title, Name Suffix, Race, Organization Type, Group, Religion or Relation. The Contact tab allows you to add Contact Social Types, Contact URL Types and Correspondence Reasons.
      • If the Reciprocal Relations option is highlighted, the right panel will contain options to add, edit or delete customized Reciprocal Relations.
      • If the Notes option is highlighted, the right panel will contain options to add, edit or delete General Notes Purposes and My DonorPro Notes Purposes.
      • If the Custom Fields option is highlighted, the right panel will contain options to add, edit or delete custom fields on the main Constituent screen, Donations screen, or the My DonorPro screen.
      • If the Form Letters option is highlighted, the right panel will contain a list of available Form Letters with the ability to add Form Letters, edit the Name and Description of a Form Letter, or Delete existing Form Letters. 
      • If the City File option is highlighted, the right panel will contain options to add, edit, delete, or merge cities that are saved in your database.
      • If the Tasks option is highlighted, the right panel will contain options to add, edit, copy, or delete Programmable tasks.

       

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