Configuration
Configure your account and settings.
By Cristiana1 author39 articles
Settings overview
Acknowledgement Placeholders
Add Custom Fields to Activities
Add Items to the Getting Started List
Address Area
Search Settings: Configuration
Activity Types
Address Regions
Bank Accounts
Collection Methods
Constituent Roles
Constituent Types
Countries
Departments
Funds
Gender
Name Prefixes
Payment Methods
Reasons for cancel
Social Media IDs
Name Titles
Gift Aid Declaration Method
Consent Statements
Confidential Activities
Products
Currency
Change the Dashboard Currency Symbol
Auto Tagging
Connection Types
Channels
Set up Tags
Set the Date Your Year Starts
Flag Donations as Recurring gifts
Preference Update Settings
Setting Up One Off Letters and Emails
Get Started with GDPR
Add Social Media Links to Email Templates
Add Pictures to Acknowledgements, Documents, and Forms
Create Purposes