3.0 Configuration


CivicRec
®

Organization - Local Resident Criteria

Overview

The Organization tab contains settings in CivicRec, such as: ocal 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.

You only need to set up your Local Resident Criteria if you need to distinguish between residents and non-residents. You can set up CivicRec to differentiate via Zip Code, County, City or down to the Street Name. Simply enter the information and add it to your database of names.

Note: If you want to upload a .CSV or Excel file into the system of your resident listing, please use this link as a guide. 

Instructions

  1. Navigate to Configurations > Organization > Local Resident Criteria
  2. Navigate through Zip Codes, Counties/Parishes, City Names, and Street Names tabs; all actions are the same in each tab
    chrome_2017-11-28_11-43-57.png
  3. Indicate whether you want to use the Zip Code, County, etc as Resident Criteria
    chrome_2017-11-28_11-46-10.png
  4. Click Add [Item] to create a new item
    chrome_2017-11-28_11-46-47.png
    1. Input the information
      chrome_2017-11-28_11-47-21.png
    2. Select Add
      chrome_2017-11-28_11-47-45.png
  5. Hover over an existing item to edit the information
    chrome_2017-11-28_11-48-32.png
    • Select the Floppy Disk icon to save changes
    • Select the Trash Can icon to delete an item

 

 

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