Organization Options


 

Organizational Options Guide

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.

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

Instructions

  1. Navigate to Configurations > Organization > Organization Options
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  2. Scroll through operational settings and select applicable settings
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  3. Scroll to the bottom and select Save Settings to save any changes 
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    Michael Jacoby

    Having a list of options without a description of what they do is not as helpful as having a list of options with explanations. (and a description would need to be a description, not simply stating 'Enter the ..."