Settings & Configuration

System Settings settings

Configure core system preferences, which control fundamental application behavior.

Legacy System Toggle: Enable or disable incorporating legacy systems' transaction
User Guide Access: Quickly access Quick Start User Guide documentation
Support: Access all support channels for quick resolution, feature request and comments
Preference Management: Persistent storage of user preferences and settings

Legacy Integration: Include historical transaction data

Documentation Access: Quick link to user guide

Persistent Settings: Automatic preference saving

Legacy System Integration

When enabled, legacy integration allows access to historical transaction data from previous systems. This setting affects balance sheet calculations and financial reporting across the application.

* Requires initial set up to export and import all data from the legacy system.

Resource Management resources

Manage all system resources including translations, kibbud types, events, and other configurable text elements. Control multi-language support and customize terminology.

Resource Categories: Manage different types of system resources (kibbudim, events, parshiyot, etc.)
Multi-Language Support: Configure resources for different languages (English, Hebrew)
Add/Edit Resources: Create new resource items or modify existing ones
Resource Deletion: Remove unused resource items (when feature flag enabled)
Language Selection: Switch between available language configurations
Global Resource Sync: Synchronize resources across the entire application

Kibbud Types: These are the pledge cards you assign to people

Event Types: Shabbat, holidays, special occasions

Parshiyot: Weekly Torah portion names

Payment Types: Cash, check, card, zelle

Template Management templates

Create and manage assignment templates for different event types. Streamline event creation by pre-configuring common kibbud combinations and event associations.

Template Creation: Build reusable templates with specific kibbud combinations
Event Association: Link templates to specific event types for automatic application
Kibbud Selection: Choose which honors and recognitions to include in each template
Template Editing: Modify existing templates to update kibbud selections or event associations
Template Organization: Manage template order and grouping for easy access
Quick Assignment: Apply templates during event creation for rapid setup

Reusable Configurations: Save common kibbud combinations

Event-Specific Templates: Different templates for different occasions

Flexible Selection: Choose from all available kibbudim

Streamlined Workflow: Faster event setup process

Campaign Management campaigns

Create and manage fundraising campaigns with customizable kibbud offerings. Configure campaign-specific pledge cards (kibbudim), set active periods, and preview public campaign displays.

Campaign Creation: Set up new fundraising campaigns with names and descriptions
Kibbud Configuration: Select which pledge cards (kibbudim) are available for each campaign
Campaign Status: Control active/inactive status and campaign ordering
Date Management: Set campaign start and end dates for scheduling
Campaign Preview: View how campaigns appear to the public before activation
Campaign Editing: Modify existing campaigns to update offerings or settings

Flexible Offerings: Choose specific pledge cards (kibbudim) per campaign

Campaign Scheduling: Set active periods and ordering

Public Preview: See campaign as visitors will see it

Campaign Lifecycle: Full creation to completion management

Pro Tips & Best Practices

Resource Management Strategy:

Regularly review and update resource translations for accuracy
Use consistent terminology across all resource categories
Test resource changes in different language settings before finalizing
Keep resource names descriptive and easily recognizable

Template Optimization: Create templates for your most common event types to streamline the assignment process. Consider seasonal variations and special occasions when designing template collections.

Campaign Planning:

Use the preview feature to test campaign appearance before activation
Set clear start and end dates to avoid confusion
Order campaigns by priority or chronological sequence
Include detailed descriptions to help donors understand campaign purposes

Legacy System Integration: When enabling legacy system access, be aware that this affects balance sheet calculations throughout the application. Use date filtering to manage the volume of historical data included in reports.

Initial settings: The initial setup of the system include common resources, such as parshiyot, common pledge cards, events etc.

Multi-Language Considerations: If using multiple languages, ensure all resource items have appropriate translations. Missing translations may cause display issues in different language modes.