Configuration
Every database needs a little configuration to operate! Here we’ll go over the SiteSetup Module and get your organization setup.
Read more below on how to configure the various settings of your database.
Payment Receipts
You can configure the email that is sent to a Parent when a Payment is made within the SiteSetup Module. From the General Information tab in the...
Portal Settings
Navigate to the second tab to configure various settings for the Parent and Volunteer Portals. For Parent Portals you can configure: Email template that will be sent...
General Settings
Here you can configure the general settings of your database. Options Tax ID Set your Organizations Tax ID. Used as a merge field in communications and display...
Tag Management
Tags are a great way to attach custom data to any type of record. You’ll mostly be using tags to store information on a Constituent record. Every...