Organization Settings Overview

Organization Settings allow you to set the rules that are database-wide. In addition, basic company information like your Organization Name and Mailing Address will be stored here. 

Note: Only Admin users can access and manage Organization Settings.

Table of Contents 

1. Access Organization Settings 
2. Organization Details 
3. Receipt and Mailing Configuration
4. Organization Settings 
5. Additional Settings

Access Organization Settings 

To locate and access your Organization Settings 

• Select the gear icon from the left-hand menu
• Select "Organization Settings" from the available options

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Organization Details

This first selection of details covers high-level information with two fields impacting the entirety of your database.

• Organization name- The name of the database. If your org were to go through a name change, you can update it here. 
  • To learn more about managing an organization rebrand, check out this Support Article.  
  • Note: You may have access to a Sandbox instance for a while after your final database is complete. Do not to remove or rename your Sandbox instance as it may cause confusion across multiple databases.
• Time Zone- Virtuous CRM+ identifies two timezones;
  • the global timezone the organization instance is set in, which is managed in Organization Settings. The global timezone is set in this setting which affects automation workflows
  • the user's account timezone is set per user's preference. Timestamps for Create Dates, Last Modified Dates, Imports, etc will display in the user's timezone. Additionally, any activity or triggers executed by a user will be based on the user's timezone, such as scheduling emails or reports for delivery.

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Receipt and Mailing Configuration 

This section stores the mailing address that will populate your return address for Receipting and Letters on Demand.

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Organization Settings 

This next selection of settings covers a range of details from Gift Entry, to how Pledge statistics are calculated. Refer to the list below for details on each setting. 

• Default Cash Accounting Code- If you're using Quickbooks Desktop and plan to export an IIF file this is for you. It should be the unreconciled Cash Accounting Code in your books.
• Contact Proximity- This affects the Relational Giving Widget. This is proximity from the Contact, not proximity from your organization.
• Fiscal year start- there are Giving Statistics based on your Fiscal Year and this date will affect those statistics.
• Allowed SSO provider- in this setting you have 4 options:
  • Any - Your users can sign in with an email address and password, with Microsoft, or with Google
  • Microsoft - Users can only sign in with a Microsoft account
  • Google - Users can only sign in with a Google account
  • SSO - Users can log in with Microsoft or Google but not email/password
• Default Contact Email List- This is the list Individuals will automatically be added to when they are created or an email address is added for them. It's best to keep this list a general list and not one used for sending out updates. This way, if someone chooses to no longer see updates or newsletters, you could still send them email receipts.
• Add Passthrough Givers to Organization Group - For this to be effective, users will need to Project Ownership. This allows users who are restricted by Organization Group to see Passthrough Givers to their Projects.
  • To learn more about managing Organization Group details via the Import Tool, check out this Support Article.
• Auto Create Recurring Gifts on Import - This setting is generally applicable for most giving integrations. This setting allows you to have Recurring Gifts automatically created in Virtuous CRM+ if it is created in an integration. 
• Enable Create New Contacts with No Match on Import - Enabling this feature will allow you to bulk create Contact records in the Import Tool when there are no possible matches found. While this feature has the potential to create many Contacts at once, there are additional considerations to keep in mind. If there is any matching piece of data, then a Contact will not be made and it will be placed in the Match Needed or Update Needed buckets for review.
• Enable Outgoing Grants - This enables the ability to track Grants as incoming or outgoing in the Grant Management tool.
• Require Full Gift Amount to be Designated to a Project - If you're going to have an accounting integration, this is probably a good idea, as most integrations work through Projects. This requires all incoming Gifts to be designated to a Project before you can import.
• Require Gift to Have a Segment- If you want to make sure you're really utilizing the tools of Virtuous CRM+, you may want to consider having all Gifts have a Segment. This way, you can track where the money is coming from, not just where it's going.
• Track Pledges as Receivable - This will change your Dashboard Widgets and Reports to recognize Pledges as income on the Pledge Date.
  • You can learn more about tracking receivable Pledges here.
• Include Pledges in Contact Giving Statistics - This will change the Contact Giving Statistics to include Pledges as well as Gifts.
• Auto Decrement Premium Inventory - This will allow your Premium Inventory to automatically be reduced as Premiums are assigned to Gifts.

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Additional Settings 

This last selection of settings apply for organizations using the TNT app, or QuickBooks Desktop. In addition, Social Information can be stored here. 

• TNT Connect - This is a software app that some missionary organizations use. These are boxes to configure the information for that integration.
• Quickbooks Desktop Configuration - This is to further customize the IIF output for your Quickbooks Desktop reports.
• Social Information- A great place to store your social media data. These will show as links on event pages when using Ticketed Events.

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