The Settings page is accessed by your TouchPoint System Admin only, by going to Administration > Setup > Settings. This is where the Admin user can add or update Settings for your church’s database.
Commonly used settings are already included, so there will rarely be need for adding a setting. Simply locate the setting and modify its value as needed. Setting are grouped by type, such as System, Integrations, etc. Within a type are categories that can be expanded or collapsed. For example, the Integrations type has categories for Twilio and for Protect My Ministry, among others.
To Edit a Setting¶
- Step 1
- Click on the Setting Value.
- Step 2
- Enter the new value. If the value is a date, select it from the date picker. If it is True/False, adjust the toggle to the desired value.
- Ste p 3
- Click the blue check mark to save the change.
To Create a New Setting Code¶
As noted above, you should rarely need to add a setting. If you do need to, follow this process:
- Step 1
- Click the green + Add Setting button visible when on the General category.
- Step 2
- Enter the Setting Code exactly as you see in the list below, and click Submit.
- Step 3
The row for the new setting will be highlighted.
Click in the Setting Value and enter the appropriate value.
- Step 4
- Click the blue check mark to save the change.
Each of the list items below are the actual Setting Codes. If you are adding one of them to your database, be sure you type it exactly as you see it below.
If your Merchant Provider allows you to accept only debit cards and bank accounts and not credit cards for all online transactions, you can add this Setting named DebitCreditLabel and enter what you want the user to see as the value. You might prefer the label to be Debit Card, instead of the default Debit/Credit Card.
Be sure to check with your Merchant Provider if you are interested in allowing the use of debit cards, but not credit cards for all online transactions. Some providers may not offer that option.
- This setting, similar to the one above, will allow you to define the label displayed, but only on the payment pages for giving transactions.
- This setting, similar to the two above, will allow you to define the label displayed, but only on the payment pages for registration payments.
- Use this setting to specify the funds to display on the managed giving page for the specified campus. In the setting, the -x at the end should be replaced with the campus ID. If, for example, your Main campus has ID 1, enter the setting DefaultCampusFunds-1 and, as its value, enter the IDs of the funds you wish to be displayed for that campus. If you enter multiple fund IDs, separate them with commas. Use DefaultCampusFunds-0 to specify funds to display if you do not have multiple campuses, or if a donor has no campus specified on their record.
- Add this setting and enter your Google Analytics ID as the value in order to enable page tracking using your own account.
- When this setting has a value of True, family members will not see the record of a deceased family member. This will be the case regardless of the system roles the user has. Even those will the Admin role will be unable to see the record of a deceased person in their own family.
- For all users except MyData users, this setting controls what organization types are displayed
on the Involvement tabs and in what order. The order in which organization types are listed in
the settings determines the order in which they are displayed on the Involvement tabs. In the
value for this setting, enter organization types separated by commas. Including
Otherin the list will display involvements in organizations that have no type.
- For MyData users, this setting controls what organization types are displayed on the Involvement
tabs and in what order. The order in which organization types are listed in the settings determines
the order in which they are displayed on the Involvement tabs. In the value for this setting,
enter organization types separated by commas. Including
Otherin the list will display involvements in organizations that have no type.
List the fields you would like to indicate as required (with an asterisk) for new people record creation.
- This will be in all new databases. You can change the Setting Value and use this as a coupon when testing online registrations.
This is the email address that will be used for any admin notifications, and from whom standard automated notifications will be sent.
- This is mainly for churches that have Organizations locked down so only users with a specific role can view them. By adding this setting set to true, staff can run the Involvement report and see these protected orgs in the Activity List even though they may not be able to actually access the org itself. It has a very limited use case.
- Enable this Setting with True as the value if you want to be able to add another Gender in the Lookup Codes. If you do add another Gender, if will function as Unknown. We do not recommend that you do this, as Male and Female are used to determine HOH, family labels, and more, but you can choose to do so if you wish.
- Toggle to True to enable Attendance Reminders for your database.
- Toggle to True to allow automatic sign-in for your leaders for Attendance Reminder Text Messages and Emails.
- You may choose to ignore the Allow SMS setting on a person’s record and send him/her the Attendance Reminder Text Message, even if he/she has opted out of SMS. This will send a text message to all leaders who have a cell phone number on his/her record.
- You may choose to display the Meeting Description at the top of the screen that’s accessed by clicking on an Attendance Reminder link.
- You may limit the options in the Meeting Category to a dropdown (customized in Administratition > Setup > Lookup Codes) instead of allowing the leader typing in an open text field.
Toggle to True to enable the Saved Search Builder Search Auto Remove Archive Flag. This will remove the Archived flag from the people records (who match the criteria of the Saved Search) during the morning batch process.
- This will be in your database and should not be changed. This points the TouchPoint News link to the TouchPoint News blog on the home page, which is where we notify users of changes and new features.
- This will be in your database and should not be changed. This presents the TouchPoint News blog articles on the home page, which is where we notify users of changes and new features.
- Add this Setting and enter the name you want displayed as the label instead of Campus (example: Congregation or Location). Remember, if you add this label, that is what will display in the Lookup Code instead of Campus.
If you add this setting, every new record will require a Campus be selected. There is no option for leaving the Campus not specified.
However, if you also have the Setting ShowCampusOnRegistration and, for some reason, do not want registrants (who are creating a new people record) to be required to select a Campus during the registration, you can check Not Req Campus on the organization’s Registration > Registration tab. When you select this for a registration the Campus option is displayed for the registrant, but with
Optionaldisplaying. See ShowCampusOnRegistration setting below.
Enter this setting with a value of true to enable an Admin’s ability to override the default Head of Household calculation for any family desired. Once this is enabled, an Admin can promote another family member to Head.
List the fields you would like to indicate as required (with an asterisk) upon editing people records.
- Add this setting with a value of true to add a prompt that will appear after you click Send, asking “Are You Sure?” and giving you an opportunity to cancel or continue.
- You may choose to ignore the field validation which prevents numbers and special characters from Name fields.
Add this Setting with the value equal
truewhen you want only those with the user role EditCampus to be able to change/edit the Campus on a person’s record. This applies only to the Campus field on a person’s record, not to setting the Campus for an organization. After adding this Setting, add the User Role EditCampus in the Lookup Codes and assign that role to everyone that should be able to edit the Campus for an individual.
Exception: If you have this Setting, a My Data user (and any other user) can edit his and his family’s Campus without having the EditCampus role if you have the Setting MyDataCanEditCampus.
If you have Standard Extra Values that you want to display on the Inreach / Outreach Report, add this Setting Code and enter in the Setting Value the names of the Extra Values you want to display on the report, separated by a comma (no spaces).
- Hide Blue Toolbar Directories
- You may decide to hide all Directories that are accessed from the Cloud Icon of the Blue Toolbar.
- Involvements to Display
- This allows you to configure which Involvement Types may be filtered from view for MyData Users.
- This setting, found on the System tab and in the Administration section, should be set to your local time zone and will convert system times to your local time.
- By default, this is set to 10000 for Excel exports.
- By default, Empty Meeting Types will not be included in the Meeting Types Report. You may toggle this to True to to include the Empty Meeting Types.
Without this setting, behind the scenes, the default is True. If you add the Setting Code to your database, you can enter false as the Value. This will disable the Add New Person option under People in the header. The button still displays, but the person clicking it will be taken to the help article explaining why it is disabled.
- This Setting is an age, such as 13. Without this setting, the default is 16. This applies to people trying to create a user account on the church database. For churches that do not capture dates of birth, they may want to add this Setting ID and make the value 0. This will allow a person without a date of birth to create a user account.
- For dates, this will display the month, then the day. By default, it is set to true.
If you are using Morning Batch, this will get created automatically and display the last date / time that it ran.
- If you need to have special roles (e.g., the Finance role) for any of the Python scripts in your morning batch, enter in the value the name of an account with the needed roles. This can be an existing user account, or one you have created specifically for this purpose.
- You may optionally rename the New Member Class heading on the Profile > Member tab of the People page.
Select the person serving as the New People Manager for your church. You can select more than one person. The first person in the list will be the user that owns the New Data Entry tasks.
- This must be used in conjunction with the setting NoBirthYearRole. You can configure this setting if you want these users to see the age and complete DOB for those under a specified age. Without this setting, if you use NoBirthYearRole, those aged 18 and under will have their age and complete DOB displayed. You only need this if you want to raise or lower the age for those whose ages/DOB can be seen.
Configuring this setting will require that you specify a user role whose users should not see an age or a birth year for those records they can view in the database. One use case might be for OrgLeadersOnly. This will allow staff users but not lay leaders to view ages and complete dates of birth, .
This will mask that information on all on-screen places where a DOB or age appear, such as people lists and people records as well as normal exports and reports. It also masks this information on the mobile app.
If the person has a DOB, this user will be able to see the Month and Day. With this Setting all users can see the complete DOB and Age for a child, i.e. anyone aged 18 and under. See next Setting (NoBirthYearOverAge) if you want to change the age.
You may optionally disable the New Person Data Entry Tasks and the emails sent to the New People Manager when new people records are created in the system. Even with this setting enabled, newly created records will still have a member status of Just Added.
- Enter the name of the Status Flag you want to set your Online Picture Directory to.
- By default, the value is true. This allows a user to add a head count to a regular meeting. If you want them to be required to change the meeting type from Regular to Headcount, change this to false.
- If you want to require that the year is included when birthdays are entered, add this setting and give it the value of true. Without this setting, or if its value is false, the birthday can be entered as month and day only (mm/dd).
The default in the database is 180 days. If you add this setting code, you can specify how many days a person can go without attending the class before the system resets their Attend Type back to New Visitor.
By default, this is set to false. If you have either created or asked TouchPoint to create a Python script to run each morning, you will change the Value to true.
- This setting allows you to select who will receive error email notifications. If you do not specify anyone, those notifications will go to all Admins.
- Give this setting a value of false to offer organization options only if Program and Division have been selected in Search Builder conditions that allow for adding program, division, and organization as parameters. Without this setting, or with its value set to true, all organizations will appear in the drop down list of organizations.
This setting will display the AltName in Basic Search, Quick Search, PostBundleEdit, as well as in Search Builder results. The AltName will display beside or under the person’s LastName in the results. This was added to aid Chinese churches that use Chinese characters in the AltName field, but also works for English as well. The value should be = true.
If you want to change the default sort order for how the list of Campuses will display, add this setting and set the value to
true. You will then need to set the order in the Lookup Codes. Click in the Code field for each Campus and enter the sort as a number followed by a dash in front of the existing Campus Code. Example: 1-AP, 2-AR, 3-BV, and so on.
By default, the StatusFlags F01,F02,and F03 are in new databases, but each church can configure these to what they want. The order that you enter them in this setting is the order in which they will display on a person’s record.
Add this setting code and enter as the value, the text you want as the subject line of the Email Attendance Notices, if you do not want to use the default subject.
This is specifically to allow searches by one or more Chinese characters of the AltName when searching using Basic Search, Quick Search, and PostBundleEdit. You need this only if you use Chinese characters. By default, a search using English letters allows you to search by using the first few letters of a name. The value should be = true.
Enter either true or false depending on whether or not your church wants the membership process to be automated.
Enable this setting to use Person Validation, requiring certain fields have data for new people record creation and/or editing people records.
- Enter the URL for the image you want to display at the top left corner, inside of TouchPoint. This will likely be your church’s logo. This will be visible when people access TouchPoint in full-screen from a web browser on either a desktop/laptop computer or a mobile device.
- Enter the URL for the image you want to display at the top left corer, inside of TouchPoint. This will likely be your church’s logo. This will be visible when people access TouchPoint from a web browser on a tablet.
- Enter the URL for your church’s blog. This will link the heading of the Church News Widget on the home page to this web address.
- Enter the URL for your church’s blog to pull in recent blog posts into the Church News Widget.
- This phone number will display at the bottom of your TouchPoint database along with the church name and the AdminMail email address. Enter without dashes.
- Enter the URL for your church’s website, if applicable. This can be used in online registrations to return a person to your website.
- This will be automatically configured with the date of your data conversion.
- Enter the ID# (not the name) of the campus to use as the default campus on new records and new organizations. Leave empty if your church does not have more than one campus in the database.
- Enter the name as you want it to appear on the bottom of your TouchPoint database.
- The value is the street address of your church in this format: 2000 Appling Rd, Cordova, TN 38016 This address is used for Driving Directions.
- This is used by Admins and TouchPoint Support to login as other Users to troubleshoot. Type in a password to be used along with the username when logging in to TouchPoint to impersonate that user.
- Specify a minimum length for your TouchPoint passwords.
- You may optionally require at least one number in the password.
- You may optionally require at least one upper case letter in the password.
- You may optionally require at least one special character in the password.
You can add this setting code if you need to extend the length of time a person has to use a link that is sent to them to either set their password for the first time or to reset a password for an existing account. The default is 24 hours, but you might want to set it to 48. We do not recommend setting it for much longer than that. Use an integer for the actual value.
You may optionally enable 2-Factor Authentication at login.
- Use this setting to determine how many days a two-factor authentication will remain valid. The default is 30 days.
- Enter the roles that you will require have 2FA set up.
- You may optionally use ReCaptcha for Online Giving.
- If you do not want Inactive Members to be able to check into the org in which they are Inactive, add this setting and set the value as true. This is referring to TouchPoint Self-Check-In. By default, Inactive Members of an organization that uses TouchPoint Check-In will display as enrolled in the organization when they enter their phone number at the check-in kiosk. In other words, they will not have to ‘find’ a class to attend.
- Specify the number of minutes before a meeting beings when people may begin checking in. This may be overridden by the Involvement settings.
- Set to True to enable Web Check-In.
- Specify the number of minutes after a meeting begins when people may begin checking in. This may be overridden by the Involvement settings.
- When set to True, any number search less than 7 digits is limited to Admin PIN, EV PIN, or Logout PIN.
- Add this Setting Code and enter true as the value in order for the New People Manager(s) to receive an email each time someone edits a person’s record during the checkin process. These are like those notifications received when a lay person edits their own record in the desktop application.
This setting with the value set to true is used in conjunction with a special Parent Extra Value. This will allow a child (who is not in the family with his non-custodial parent in TouchPoint) to display in the family list of his non-custodial parent when that parent enters his phone number at Check-In. This works only if the child has an Ad Hoc EV named Parent with that non-custodial parent’s PID# as the value.
- Add this Setting to your database with the value true if you prefer a 4-digit Security Code instead of the default which is 3 characters, at least 1 number and 1 letter. This refers to the Security Code that prints on the labels for Check-In.
- You may optionally set a default role for the Limit To Role field on a Contact.
Add this Setting with the value = true if you want to use the feature that allows you to add Extra Values to a Contact form.
This setting will let you determine which user roles will display in the Limit To Role drop down list on the Contact form when a user is recording a Contact. Add this setting and enter (in the Value field) the user roles (comma separated) that you want to display in the drop down.
- This should be set to your custom mobile app deeplink host name, if you have one.
Enter in this setting the text of the SMS message users receive when they request an Easy Sign in code via phone.
- Enter in this setting the subject line for the email users receive when they request an Easy Sign in code via email.
- You may optionally allow your OrgLeaderOnly users to access all users in the database, only when using the mobile app for taking attendance. If you want to allow lay leaders with OrgLeadersOnly role to be able to search and find anyone in the database in order to add the person as a guest, toggle this to True. Without this setting, an OrgLeadersOnly user will be limited to viewing only those people in the orgs they lead - either Members, Recent Guests, or Prospects - or anyone for which they have been assigned a Task.
To enable Easy Sign in for your custom mobile app, toggle this to True.
- This will allow MyData Users to access the Picture Directory by an option on the Profile menu.
When this setting has a value = true, MyData users will not see the Giving tab on their records and the records of family members. When the setting does not exist or has a value = false, MyData users will be able to see their Giving tab.
Add this setting with the value = true if you do not want My Data users to be able to view the Profile tab on their own people records or that of their family members.
Add this setting wih the value = true if you do not want My Data users to see the Member Badge on their people record or the Member Status for immediate family members in the family list.
If you would like for My Data users to be able to edit the Campus on their own people records and that of family members, add this Setting with the value equal
true. This also allows any other user to edit his own Campus.
New Users And Roles - specifically EditCampus role
- If you are using ShowCampusOnRegistration, you must also add this Setting to indicate which Campuses you want to offer as options for a new record. This applies only to the drop down that displays when a registrant creates a new record during an online registration. Enter the Campus ID #s separated by a comma without any spaces. You can enter all the Campuses or only a select few. See paragraph below regarding ShowCampusOnRegistration.
- Enter the name of a role as the value for this setting to limit who can see registration history to only those who have that role. You may want to use this setting if you have registrations for sensitive organization that themselves are limited to a role.
- You may optionally allow your users to register members in the Related Family households. Enter 1 to allow users to register members of the related families. Enter 2 to allow users to register related families of the related families.
- Add this Setting and enter whatever text you want to display in place of the default Register Someone Else button just before someone completes their registration. For example: Click to Register Another Person. This affects all online registrations in the database, so be sure to make the text appropriate.
This setting determines how long a registration will stay active before timing out. The default is 180000 milliseconds, which is 180 seconds (3 minutes). The timer is reset on every keystroke (not mouse clicks), so in essence the 3 minutes does not start counting until you quit typing. So, if all you are doing it clicking, it could timeout.
If you want to change it, enter a number that is bigger or smaller than the default of 180000. Do not use punctuation.
You can also use the Timeout setting on a specific organization, in order to set a different timeout just for that online registration.
Add this Setting and set it to true if you want only an Admin user to be able to relax requirements for an Online Registration. With this Setting, other users do not even see those options on the Registration tab.
Registration Settings Tab - the Relaxed Requirements Section
Set this to the number of minutes for which a SendLink expires. The default is 30.
- With this setting added and the vale set to true, all new records that are added during an online registration will be presented with a drop down to select a Campus. The registrant will be required to make a selection, unless you check the option on the Registration > Registration tab of the org labeled NotReqCampus. This option only displays if you have ShowCampusOnRegistration in the Settings. when you add this Setting you must also add CampusIds in order to indicate which Campuses you want displayed. See above paragraph regarding CampusIds.
- Toggle to True to turn on Event Ticketing. Contact Support for further assistance.
Add this with a value of true to enable the Resources feature on your database.
Small Group Finder¶
Enter the value from the key named touchpoing-gmap.
- Enter the value from the key named touchpoint-geocode.
By default, files and images on the database cannot be viewed unless you are logged in. If you need profile photos to be viewable in the Small Group Finder, even by those who are not logged in, give this setting a value of false.
- Set the value to the name of the Involvement EV added to groups in the Small Group Finder that contain the group’s host address.
- By default, the Small Group Finder utilizes only extra values that begin with the prefix SGF:. Set this to true to load all extra values for use with the finder. You might do this so that you can make use of pre-existing extra values that were created without the SGF: prefix.
- You may optionally include only Involvements with a specified Involvement Type. Enter the value of the desired Involvement Type. For example, to include only groups of the type Community Groups, give the setting the value Community Groups. If multiple Involvements types are entered, separate them with commas.
- This setting is now configured in the code of the XML File. Give this setting a value of true to embed the map in your finder.
- Use this setting to set the text color within the Small Group Finder map pin (hexadecimal RGB).
- You can specify a particular extra value field to sort the groups in the finder. For example, if you give this setting the value SGF:Neighborhood, the groups will be sorted alphabetically by the values in the SGF:Neighborhood extra value.
- Enter the number of days in the future to search for data from eSPACE to be synced. The default is 60.
- Set to True to enable eSPACE integrations.
- Enter the eSPACE password to use for the integration.
- Enter the eSPACE username (email) to use for the integration.
Protect My Ministry¶
- Enable Active Screening Faith
Active Screening Faith is a 3rd-party vendor associated with PMM that uses the same integration. Set to True if you have an account with ASF instead of PMM.
- This setting must be in the database and set to true in order to use the Protect My Ministry integration.
Add this setting and and enter true as the Value if you want to use labels from your Protect My Ministry account. You must also add these labels to the Lookups.
By default, this is empty. If you use the integration with Protect My Ministry for background checks, enter your account password as the value.
- By default, this is empty. If you use the integration with Protect My Ministry for background checks, enter your account username as the value.
- Enter the API key for your Rackspace account.
- Enter the URL for your Rackspace container.
- Enter the Username for your Rackspace account.
- The reply that is sent to incoming texts when the phone number is unrecognized.
If you are using the integration with Twilio for SMS (text) messaging, you will get this ID# from your Twilio account. Enter it as the value.
- If you are using the integration with Twilio for SMS (text) messaging, you will get this token from your Twilio account. Enter it as the value.
- This is needed only for those churches using Vanco for online giving.
Add this Setting ID and enter
vancoas the Setting Value.
- This setting, located in the Contributions section of the System tab, when set to
True, will cause the campus code to be shown for a person in the search box when entering a donor while posting contributions. The campus code will appear after the parentheses-enclosed age that follows the name. If no age is available, the campus code will appear after the name.
- Set to True to hide the check images on a person’s Giving tab.
Enter the appropriate value from the Bundle Report or Bundle Report 2.
You can change the default Bundle Type (the one you start with when creating a new Bundle) by adding this setting code and entering the ID# for the Bundle Type you want as the default. You can find this ID in Administration > Setup > Lookup Codes.
- Add this setting if you want a fund other than Fund ID 1 to be the default fund. When creating a new Bundle, this is the fund that always appears at the top of the list of funds when setting the default for the bundle.
Add this Setting Code and enter a day and time in this format: Sunday 11:00 PM (This is Central TZ), if you want your online bundles to get created once a week instead of every 24 hours. With this setting, a new online bundle will get created after the day/time you specify. So, instead of having one online bundle per day, you would have one per week.
This is based on the Central Time Zone, where our TouchPoint servers are located.
- You may enable remote deposit capture. Contact Support for assistance with setup.
- You may customzie the downloaded file name.
- Add this setting to control how funds are sorted in the drop-down list when you are posting contributions in Post Bundle/Edit mode. Set the value to FundId to sort by ID (number) and to allow fund selection by typing the ID. Set the value to FundName to sort by fund name and to allow fund selection by typing the name of the fund.
- Set this to True to enable nightly pulls of available batch dates for your transactions.
- Enter the number for the range of days (prior to today) to search for contributions that have not yet been pulled.
- This setting, located in the Contributions section of the System tab, determines
the default filter for contributions on the Giving > Contributions tab of a profile.
Available settings are
- This setting, located in the Contributions section of the System tab, when set to
True, will add a column for the Campus Code on the Contributions Search page. The campus code displayed will indicate the donor’s current campus. By clicking on the column header, the displayed entries can be sorted by Campus Code.
The value of this setting should be the URL to the Batch Report.
- You may optionally retrieve batch transaction data on demand.
This Setting with the value = true will display an alternative Donor Details export that has the address fields in separate columns and has a field for Label Name. This name will combine couples if they give jointly.
Donor Covers Fees¶
- This is the base fee you want to recoup for ACH when the donor covers the fee.
- This is the percent fee you want to recoup for ACH when the donor covers the fee.
- This is the base fee you want to recoup for credit cards when the donor covers the fee.
- This is the percent fee you want to recoup for credit cards when the donor covers the fee.
- You may optionally check the box for the donor to cover the fee by default.
- This setting turns on the Donor Covers Fees feature on all giving pages.
- If your donors give through an external giving service rather than through TouchPoint, add this setting and enter as its value the URL to your recurring giving site. This will configure the link for managed giving on a donor’s Giving tab to point to your external giving service.
If your donors give through an external giving service rather than through TouchPoint, add this setting and enter as its value the URL to your one-time giving site. This will configure the link for one-time giving on a donor’s Giving tab to point to your external giving service.
- Custom Note
- Use this setting to edit the default custom note text on One Time gifts.
- The maximum dollar amount allowed for a one-time or recurring gift. If empty, there will be no limit.
- The minimum dollar amount allowed for a one-time or recurring gift. If empty, the minimum will be $1.01.
- You may optionally make the bank account the default payment method for online giving.
Add this setting code and enter the text you want for the header above the special funds as the value, if you do not want to use the default. This is applicable only if your church is using the Special Online Giving funds (those with a sort order of 100 and greater). This is only applicable on legacy giving.
You only need this if the bank for any of your donors requires a flag inside the transaction to let them know it is using a Savings account. This also requires an Ad Hoc Extra value be added to the donor’s record.
Online Giving - see Savings Accounts for Online Giving section
- Enter as this setting’s value the fund ID(s) for which you would like summaries displayed when posting contributions in a bundle. If you enter multiple fund IDs, separate them with commas but no spaces. For example 301,412.
- This setting toggles on and off the Make a Pledge button on a profile’s Giving tab. Set it to True to display the button or to False to hide the button.
- In places where a pledge balance is shown, the balance will be displayed as a negative number if someone gave more than what was pledged.
- If your church tracks Pledges, you have the option to display the pledge or not to display it once the pledge has been met. The default is to not show the Pledge if the person has fulfilled his Pledge and the Fund is still Open. Add the setting ShowPledgeIfMet and set the value to true if you want to show the Pledge. Once you close the Fund Pledges will no longer display on the Statement.
- Instead of making one-time pledges, this allows the donor to make pledges on a schedule, similar to recurring giving.
- This allows you to set Annually as one of the Recurring Giving options.
- This allows you to set BiWeekly as one of the Recurring Giving options.
- This allows you to set Quarterly as one of the Recurring Giving options.
- This allows you to set SemiMonthly as one of the Recurring Giving options.
- This setting, found in the Contributions section under the System tab, is
Trueby default. If set to
False, recurring giving will not be automatically run each morning.
- The list of Finance People who will receive the Recurring Giving email notifications.
- By default, this is set to false and these notices are sent only to the Online Notify Person(s) on the Online Giving organizations. If you prefer for all users with Finance role to receive these, change the value to true.
- If you want the Fund Descriptions rather than Fund Names to display on contribution statements, add this setting and give it the value of FundDescription. To revert to the default, remove this setting or change its value to FundName.
- Add this setting and enter true as the Value if you want all non tax deductible contributions to print on contribution statements. These print in a separate section from the other contributions.
Add this setting and enter true as the Value to have this flag set automatically for all new records added to the database.
To make custom statements available electronically, so that donors can download them from their profiles, add this setting and give it a value of true.
- Set this to minimum dollar amount required for a contribution statement to generate. For example: 5 or 200 Churches that send statements every quarter may set this to a higher amount for the first 3 quarters in order not to send statements to children. Then change it to a lower amount for the yearly statement in order to include everyone.
- The default is to display (in the top right corner of the statement) the date it was generated (print date). If you do not want this to display, add this setting and make the value true.
Add this Setting Code and enter true as the Value if you want the names of joint statements to read as follows: first and last name of the head of household, followed by the first and last name of the spouse. Examples: John Smith and Mary Smith; or Frank Jones and Janet Williams-Jones.
By adding this setting to your database, if you have envelope numbers stored as Extra Values, that envelope number will print on the contribution statement in place of the people ID #, which is the default. Set the value as true.
- Add this setting and enter false as the Value if you want contribution statements to print (when printing All Statements), even if the record has no address. By default, if there is no address, a statement will not generate, except from the individual’s record.
If you want check numbers to print on Contribution Statements, add this Setting Code and enter true as the Value. If you print check numbers, the statements will print only one column on the page, instead of wrapping to make two columns. You can choose to print both the check numbers and the notes (see below).
If you want notes to print on Contribution Statements, add this Setting ID and enter true as the Value. If you print notes, the statements will print only one column on the page, instead of wrapping to make two columns. You can choose to print both the check numbers and the notes (see above).
This applies only to churches that have set up CustomStatements for printing contribution statements for multiple 501c3 organizations. Add this Setting if you want to change the name of the standard set from Standard Statements to something else.
Name picker for NewPeopleManager and RecurringGivingNotify