3.0 Configuration


CivicRec
®

Organization - Organizational Options

Overview

The Organization tab contains settings in CivicRec, such as Local Resident Criteria, Custom User Fields, Organization Policies, Organization Options, Organization Information, Item Tags, and Account Flags, available for you to edit and manage. This ensures that your organization will run smoothly when adding content like activities and memberships etc.

The Organization Options allows you and your staff to configure certain CivicRec settings and preset requirements to better suit your organization.

Overview

  1. Navigate to Configurations > Organization > Organization Options
    chrome_2017-11-28_07-59-46.png
  2. Scroll through operational settings and select applicable settings
    chrome_2017-11-28_08-01-33.png
  3. Scroll to the bottom and select Save Settings to complete
    chrome_2017-11-28_08-02-40.png

 

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