3.0 Configuration


Organization - Local Resident Criteria


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.

Navigate to Configurations > Organization > Local Resident Criteria

Setting up your Local Resident Criteria is only needed 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 in the information and add it to your database of names.

Note: If we are uploading a csv or excel file into the system of your resident listing please use the following link as a guide. 


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