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You can set up default newsletter, statement, and email options, as well as organization level and PIN options.

You can also set up duplicate name checking to prevent creating duplicate organization records.

To set up organizations settings

  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Staff/Organizations, and click Go .
  3. In the Organization Setup window, on the Settings tab, select your options.
  4. Click OK.
Additional Field Information


Default Send Newsletter
The default method of sending a newsletter for a new organization record.

Default Send Statement
The default method of sending a statement for a new organization record.

Default E-mail Type
The default email type for a new organization record.

Enforce Organization Hierarchy
Records adhere to the parent-child level hierarchy you have set up in Define Lists. For example, if you have set a Church level as the parent of a Mission record, a Mission cannot be the parent of a Church. If this option is not selected, the records do not have to adhere to the parent-child hierarchy. For example, a Mission level could be the parent of a Church record.

Allow Unaffiliated Organizations
Allow organizations to be added without a parent organization.

Use PIN as Envelope Number
Use the organization's Personal Identification Number as the envelope number in all future records.

Copy PIN to Envelope Number
Overwrite each existing organization's envelope number with its PIN. If no envelope number exists, this process copies the PIN to the Envelope Number field in the Add Organization window. Only valid numbers are copied.

Create a Backup

This process overwrites data. ACS Technologies recommends that you create a backup before clicking this button.


Print Invalid PIN Report
Print a list of records that have invalid PINs.

Duplicate Name Checking Settings
Helps to prevent creating duplicate records. The available settings are:

  • None — Select if you do not want to check for duplicates when adding a new organization.
  • Name Only — Only compare names when checking for duplicates. If you add a new organization whose name matches the name of an existing organization in your data, a window displaying the existing organization's name, reference name, city, and address appears.
  • Name & City — Compare names and cities when checking for duplicates. If you add a new organization whose name and city match the name and city of an existing organization in your data, a window displays the existing organization's name, reference name, city, and address.
  • Name, City, & State —  Compare names, cities, and states when checking for duplicates. If you add a new organization whose name, city, and state match the name, city, and state of an existing organization in your data, a window displays the existing organization's name, reference name, city, and address.