Development Configuration Window

This window has three tabs that allow you to define exactly how you want certain functions in the system to behave according to the way your organization operates.

Tabs

How To

1. Open the Development Configuration window.

2. The Master Config tab is active.

a. Type/select values that customize the way this system works at your organization

b. For instructions on each column, see the online Help topic for that column. Save.

3. If your organization uses the Business Office module, click on the BU Account Setup tab.

a. Type/select values that define how information flows from the Development/Alumni system to the Business Office.

b. For instructions on each column, see the online Help topic for that column. Save.

4. Click on the Receipt Config tab.

a. Select a receipt format from the drop-down list in the Receipt to Use column. If the Receipt to Use you specified prints any of the Additional Receipt Text, type in that text and also specify whether or not that text may be changed at the time you print receipts.

b. For instructions on each column, see the online Help topic for that column. Save.

1. Open the Development Configuration window.

2. Click the Receipt Config tab.

3. In the Receipt to Use column, choose the receipt to customize.

4. Click the Customize button to launch InfoMaker.

5. Make changes in InfoMaker.

6. Save (use original name plus an extension as an identifier).

7. Return to the Receipt Config tab..

8. Right-click in the Receipt to Use column, and select Refresh Report List.

9. Select the customized receipt. This new customized receipt will be the default Receipt to Use until you change it.

Master Config Tab
	Use this tab to customize such items as the beginning and end of your fiscal year, whether you wish to automatically grant soft credit to donors who are related to other donors, which folder on your system will store your thank you letters, how pledge transactions appear on several windows, etc.
BU Account Setup Tab
	This tab stores information that determines certain limits and other rules about how gift information flows from the Development/Alumni module to the Business Office module. If you want to be in full compliance with FASB and use the Development/Alumni Module to its fullest extent, then you need to enter this information whether or not you have the Business Office module.
Receipt Config Tab
	This tab allows you to select the receipt format to use, define how the donor's name will appear on the receipt, determine whether the receipt text can be changed, and enter any additional text to be printed on the receipt. The default for Receipt to Use is <Receipt 1>.