You use the following Maintenance à Main Window Options window to specify some options that affect how the main data entry window works, including how it works for Limited Users who come in to the program by using a Limited User Password.
Donor Details Options
You can change the values in the Other 1 Label, Other 2 Label and Other 3 Label fields to give new labels to the three user-customizable fields in the Donor Details area of the main window. For instance, you might change them to be called "Email", "Fax", and "Birthdate".
There are a number of Donor Details fields that not all organizations will be interested in using. You can remove them from the display by unchecking their checkboxes in the "Show" section under Donor Details on this window. The checkboxes that you can use are:
| • | Member/Env #: If unchecked, removes this field from both the main window and the File à One Date Donation Entry window. Do this if you don't use Member or Envelope numbers in your organization. Also, unchecking this removes some reports from the Reports menu (that differ from other reports only in that they include the Member/Envelope #). |
| • | Email Addr.: The Email Address field. |
| • | Category 1 and Category 2: The two Donor Category drop-down fields, whose possible values are set up via Maintenance à Donor Category 1 and Donor Category 2. |
| • | Annual Pledge: If you don't track annual pledges from donors, uncheck this field. |
| • | Other Info 1, 2 and 3: These are the three fields whose names you can specify with the Other 1 Label etc. fields, also on this window. |
| • | Charitable #: This donor field is used to track the charitable numbers of donors to your organization, who are themselves charities. |
| • | Comments: This is the arbitrary-length comments field for the donor. |
For more details of these fields, see Entering a New Donor.
Donations Options
Only check the "Allow January" checkbox if the Canadian government again allows January donations to be receipted in the previous year, as they did once when there was a postage strike in December. Normally, if you are working on a given year's donations (say 2007), you are only allowed to enter donation dates between 01/01/2007 and 12/31/2007. If you check "Allow January", it will allow you to enter up to 01/31/2008.
If you want to be able to enter Donations with an Amount of $0.00 (which is normally not allowed), check the "Allow $0.00" checkbox.
The Display Fields drop-down list determines which "extra" fields are displayed in the Donation Details area of the main window. The two optional fields are Description and Eligible Amount. There are four choices in the drop-down, which allow you to select any combination of those two extra fields (neither, just one, or both). It is not recommended to select to display both of them, because this forces each donation to take up two lines on the screen, so you can't see very many at once!
For more details about all of these donations options, including the meaning of Eligible Amount, see Entering New Donations.
The Default Category drop-down list allows you to specify that your default donation category for new donations is something other than "General", which is what it is if you have not changed it in this window. This default can also be overridden when you are entering the One Date Donation Entry window.
Options for Limited Users only
The options on this section of the screen are explained fully under Using a Limited User Password.
Press Enter or click the OK button to save your changes. Pressing ESC or clicking the Cancel button reverts back to the unedited version of the Main Window Options.