Preferences
From Management, My Organization, select Preferences to establish database-wide preferences for your organization. These include currency, time zone, fiscal year, and password preferences. The options you select on this page impact the whole database; they are not based on your login credentials.
Preferences
| Field | Details |
|---|---|
| Currency | Select the currency and symbol to be used throughout the database. Changes in currency do not update values in the database, they only update the currency symbol displayed for those values. |
| Time Zone | Select the time zone for the location where your organization is based. eTapestry uses this time zone to determine when auto-processing should begin. Each user can select a different time zone on the Preferences page of their user account if they are located in a different time zone. |
| Auto Process Report Email | Enter the email address where you want the auto process report to be sent. |
| Last month of the fiscal year | Select the last month of your organization's fiscal year. This setting is used to calculate fiscal year information for queries, reports, and in the tiles on the account home page. |
| Non-Deductible Fields | Select if you want to enable or disable the Non-Deductible field in the gift entry screen. If your organization does not intend to use this field, you can disable it. If there is historical data on this field, that history is preserved even if you disable the field. |
| Pledge Fields | Select if you want to enable or disable the Pledged Amount field in the gift entry screen. If your organization does not intend to use this field, you can disable it. If there is historical data on this field, that history is preserved even if you disable the field. |
| Soft Credits | Select if you want to enable or disable the Soft Credit fields on the gift entry screen. If your organization does not intend to use this field, you can disable it. If there is historical data on this field, that history is preserved even if you disable the field. (You can manually delete the historical instances of soft credit.) |
| Mobile Query Category | Select the query category you want your users to be able to access through eTapestry Mobile. |
| BBPS UserName | If you use BBPS for transaction processing, enter your user name. |
| BBPS Password | If you use BBPS for transaction processing, enter your password. |
SEPA Preferences
| Field | Details |
|---|---|
| IBAN | For databases that use Euro as their currency, enter the bank account number for your organization where you want SEPA disbursements. |
| BIC | For databases that use Euro as their currency, enter the unique identifier for the bank account number for your organization where you want SEPA disbursements. |
| Cancellation Terms (in days) | For databases that use Euro as their currency, this field indicates how many days before the debit you want to notify the donor. It defaults to 14, but you can enter any length. |
|
Do Not Retry Failed Direct Debits |
For databases that use Euro as their currency, select this option if you do not want to attempt to process debits that previously failed. |
| Direct Debit Non Critical Failure Stop Count | For databases that use Euro as their currency, enter how many additional attempts you want to run if the initial attempt to process the debit fails. |
| Export Batch Size | For databases that use Euro as their currency, enter the maximum number of transactions you want to be exported into the file. If more than one file is created during the export process, eTapestry will create a zipped archive of the results. |
Credit Card Updater
Credit Card Updater is automatically enabled to run scans of your database to keep your donors’ credit card information updated and accurate.
Credit Card Updater is a feature of Blackbaud Merchant Services that scans your data for expired or out-of-date credit card information and updates the credit card numbers or expiration dates for registered cards on auto process transactions. Only credit cards issued by banks who participate in the service are eligible for updates.
When Credit Card Updater runs, a note displays on the Journal page from Management, My Organization with details about updated cards.
For more information, see Credit Card Updater.
Database maintenance
To keep your database current and accurate, under Database maintenance, select to automatically delete queries or reports. Select the amount of time queries or reports should go unused before they are deleted from your database. When you enable these options, eTapestry locates and deletes all unused queries or reports on a monthly basis.
Note: Queries and reports must be unused for a minimum of 12 months before they can be automatically deleted. Unused age is based on the last modified date or created date if no last modified date exists.
My Mission
| Field | Details |
|---|---|
| Upload a New Logo | To upload an image to display on the Home dashboard for all users, click Choose File. |
| Logo Name | This read only field displays the file name of the image you upload in the Upload a New Logo field. |
| Mission Statement | To display a tagline with your logo in the My Mission tile on the Home dashboard, enter it in the box. |