DonorCentral Options
- 16 Sep 2024
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DonorCentral Options
- Updated on 16 Sep 2024
- Contributors
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DonorCentral Options
DonorCentral Options are similar to System Options in standard FIMS modules. They allow you to configure default settings that can save time in the data entry process, and you can change any of the default values for specific records.
To set DonorCentral options:
1. Select Tools > System Utilities > DonorCentral > DonorCentral Options.
2. In the Section pane, select the type of option you want to set. See below for descriptions.
Real Time Sync Options
Option | Values | Description |
|---|---|---|
RTS_Fund_Advisors | On Off | Select 'On' to enable real time synchronization of fund advisor information from FIMS to DonorCentral. The default is Off. |
RTS_Gifts | On Off | Select 'On' to enable real time synchronization of gift information from FIMS to DonorCentral. The default is Off. |
RTS_Grants | On Off | Select 'On' to enable real time synchronization of grant information from FIMS to DonorCentral. The default is Off. |
RTS_Logging | On Off | Select 'On' to enable logging of real time synchronization to DonorCentral. The default is Off. |
RTS_Market_Values | On Off | Select 'On' to enable real time synchronization of market value information from FIMS to DonorCentral. The default is Off. |
RTS_Organization | On Off | Select 'On' to enable real time synchronization of organization information from FIMS to DonorCentral. The default is Off. |
RTS_Unposted_Apps | On Off | Select 'On' to enable real time synchronization of unposted application information from FIMS to DonorCentral. The default is Off. |
RTS_Unposted_Gifts | On Off | Select 'On' to enable real time synchronization of unposted gift information from FIMS to DonorCentral. The default is Off. |
Services Options
Option | Values | Description |
|---|---|---|
Export_Fund_Statements
| yes no | Indicates whether you will be able to export Fund Statements for DonorCentral. This value should always be set to Yes. |
Export_Gift_Detail | yes no | Indicates whether Gift Detail information will be exported. |
Export_GL_Drilldowns | yes no Activity Report | Yes = Standard G/L Drilldowns. Activity Report = DC Fund Activity Report. If you are switching to this setting from "Yes," selecting this option will affect your current G/L drilldowns. The Fund Activity Report feature is only available for DonorCentral Pro clients and requires an additional setting selection in DonorCentral. The default is no. |
Export_Grant_Detail | yes no | Indicates whether Grant Detail information will be exported. |
Real Time Sync | On Off | Select 'On' to enable real time synchronization of information from FIMS to DonorCentral. The default is On. |
Upload_Documents | On Off | Select 'On' to enable Uploading Documents to DC. The Feature must be Enabled in DonorCentral as well. Default is 'Off' |
Suggestions
Option | Values | Description |
|---|---|---|
Assign_Anonymous_Donor_Idcode | Yes No | Choose yes if you want the imported Donor Advisor Idcode to be assigned to the Application for the suggestor even though the suggestor requested to be anonymous. Choose yes if this will not affect any grant letters or checks. Note there is a field for Donor Advisor Anonymous on the Application that will be enabled with this option, which could be used conditionally in the Grant Letter. The default is No. |
Debug_Logging | Yes No | Enter Yes to keep log files for DonorCentral suggestion retrieval. The default is No. The files are stored in the Found tempfiles folder beginning with SC and have a .json extension. These files are deleted during full FIMS upgrades. |
Default_Grant_Hold | Yes No | Choose yes if you want the imported suggestions defaulted to held as an unposted application. Otherwise the default is to not place them on hold. |
Entity_ID_List | Enter a list of affiliated DonorCentral entities for which you would like to download suggestions separated by an exclamation point. | |
Multi_Payment_Type | Choose how to create multiple payments, one grant with multiple lines or multiple grants with one line each. The default is one grant with multiple lines. | |
Upload_Grantee_Affil | Select the Affiliation that determines which Grantees should be uploaded for SuggestionCentral. |
System
Option | Values | Description |
|---|---|---|
*Base_Year_On This is an old DonorCentral v4 setting that will be removed from FIMS in a future version. | Calendar Fiscal | Indicates how you want DonorCentral to show Year-To-Date and Last Year columns. If Fiscal is chosen, then a footnote on the website stating the begin and end dates would be appropriate. Calendar is the Default. |
BeginGLDrilldownYear | None Specified Year | Enter the beginning year to start the GL Drilldown extract. |
Config_AccessKey | None Specified access key | Enter the Client Data Transfer Config access key for DonorCentral. |
Config_Environment | prod development | Enter the Client Data Transfer Config Environment for DonorCentral. Default is prod. |
Config_LogLevel | Verbose Debug Information Warning Error Fatal | Choose logging level for DonorCentral errors. The Default is Warning. |
Config_SecretKey | None Specified Secret Key | Enter the Client Data Transfer Config secret key for DonorCentral. |
Crystal_Begin_Date_Parameter | Click edit to enter date | Enter the name of the Crystal Report Parameter for Begin Date. Default is Start Date or Start_Date. DC Crystal Reports require Begin and End Date or GL Year and Period. |
Crystal_End_Date_Parameter | Click edit to enter date | Enter the name of the Crystal Report Parameter for End Date. Default is End Date or End_Date. DC Crystal Reports require Begin and End Date or GL Year and Period. |
Crystal_Fund_Parameter | Click edit to enter parameter | Enter the name of the Crystal Report Parameter for FundID. Default is Fund. |
Crystal_Fund_Statement | Click edit to enter name of report | The name of the Crystal Report that you use to generate Fund Statements. |
Crystal_Fund_Statement_Server | Click edit to enter name of server | The server name (ODBC Data Source Name) that you use for Crystal Report Fund Statements. |
Crystal_GL_Year_Parameter | Click edit to enter name of parameter | Enter the name of the Crystal Report Parameter for GL Year. Default is GL Year or GL_Year. DC Crystal Reports require Begin and End Date or GL Year and Period. |
Crystal_Period_Parameter | Click edit to enter name of parameter | Enter the name of the Crystal Report Parameter for Period. Default is Report Quarter or Report_Quarter. DC Crystal Reports require Begin and End Date or GL Year and Period. |
Default_Online_Gift_Type | Click Lookup to to find and select gift type code | Default type when importing online gifts. If blank uses Default Gift Type Code from System Initial Setup, Gifts and Grants tab. |
DonorAnonymousDisplay | Click edit to enter display name | Enter the display name you want to show for an Anonymous donor. The default is 'Anonymous Donor' |
| Donor_Exclude_Ids | Click edit to enter in path and file name of list | Enter a semi-colon delimited list of Donor Ids to Exclude. The default is to include all donors for DonorCentral funds. |
Download_Directory | <drive and directory path> | The default directory where you want to place export data to upload to DonorCentral. This option can be overridden by set Local Registry or Download_Directory in User Preferences. Scheduled tasks would typically use this option. |
| Exclude_Individual_Grantee_SSN | Yes No | Choose Yes to Exclude SSN for Grantees who are individuals from being uploaded to DC. The Default is No. |
Export_ATS_Date | None Yesterday End of Previous Month End of Previous Quarter End of Previous Year End of Previous System Fiscal Year End of Current Period End of Current Year End of Current System Fiscal Year | The date that you want to use to calculate the Available to Spend amount. The default value is None, which uses the Through Date for the calculation. |
Export_Begin_Date | None Date | The first date when you want to export history information to DonorCentral. Note: Most organizations go back to when they first started to use FIMS. |
Export_Converted_Grants | Yes No | Determines whether you want to export Grants that were created through a conversion process. The default value is No. |
Export_Donor_Address
| Yes No All | Determines whether you want to display Donor addresses in the Gift detail section of the Fund Summary section of the DonorCentral site. Choose All to suppress address and also suppress Acknowledgement Title and Acknowledgement Organization Name in the Fund Summary address area. The default value is Yes. |
Export_End_Date | Today Yesterday End of Previous Month End of Previous Quarter End of Previous Year End of Previous System Fiscal Year End of Current Period End of Current Year End of Current System Fiscal Year | The End Date tag for exporting history information. Enter an End Date tag or the Ending Date to Export History Information. The end Date must be entered through the editor tab or when executing the Export. Note: If you update Gift and Grant information nightly, you should select Today. You must enter a specific end date when you run the export. |
Export_Market_Date | Today Yesterday End of Previous Month End of Previous Quarter End of Previous Year End of Previous System Fiscal Year End of Current Period End of Current Year End of Current System Fiscal Year | The Market Date tag for exporting history information. Enter a market Date tag or the Market Date to Export History Information. The end Date must be entered through the editor tab or when executing the Export. This date controls the export of Fund Balance information. This is called "Principal Market Value" on the DonorCentral side. Many organizations update Fund Balance information monthly or quarterly – after the reconciliation process is complete. Some customers add a footnote such as "Admin and investment returns not being processed until the middle of next month or quarter, etc." Note: You must enter a specific end date when you run the export. |
Export_Market_Values | Yes No | Determines whether you want to export quarterly Market Values for the Fund. |
Export_Market_Values_Type | Quarterly GlDetail Both | Determines whether you want to export market values for the fund based on quarterly or GL Detail values. If you select Quarterly, net assets are displayed by quarter for the fund over multiple years. If you select GL Detail, investment details of the Fund are displayed for a single year. The default value is Quarterly. |
| Export_Pledge_Detail | Yes No | Choose Yes to Export Pledge along with Gifts, otherwise Pledges are not exported. |
| Export_Pledge_Payment_Detail | Yes No | Choose Yes to Export Pledge Payments with Gifts, otherwise Pledge Payments are not exported. |
| Fund_Statement_Batch | Click edit to enter in number | The next fund statement batch number (should be at least 4 digits). |
| Fund_Type | Fund Type Sub Type | Choose whether to export fund type or fund sub type. The Default is Fund Type. |
| Gift_Description | Comment Type Ack_Comment Ack_BlankLine_Comment Type_Ack_Mem_Comm Comm_Securities Type_Ack_Mem | The exported Gift or Pledge Description normally comes from Gift Comment or Pledge Comment, but can be changed to come from other sources. |
| Gift_Include_Non_Gift | Separate_Values Combined_Values | Separate_Values will include non-gift amounts as a separate line item, Combined_Values will include non-gift amounts as a single entry rolled into the gift amount. The default is None - do not include non-gift amounts. |
| GL_Drilldown_Positive_FundBalance | Yes No | Enter Yes to Export Balance Accounts as Positive for Custom G/L Drilldowns Feature. Otherwise Balance Accounts are exported as negative. |
| GL_Drilldown_Positive_Liabilities | Yes No | Enter Yes to Export Liabilities as Positive for Custom G/L Drilldowns Feature. Otherwise Liabilities are exported as negative. |
| GL_Drilldown_Positive_Revenue | Yes No | Enter Yes to Export Revenue as Positive for Custom G/L Drilldowns Feature. Otherwise Revenue are exported as negative. |
| Grantee_Drilldown_by_Projectcode | Yes No | Enter Yes to extract drill down grantee detail summarized by projectcode. Default is no. |
| Grant_Program_Name | Program_Name Grant_Description | Choose to Export Grant Program Name or Grant Description. The default is to use Program Name. |
| Grant_Proposal_Status | Click edit to add status code | Assign the status code used to identify grant proposals. This is not used for DonorCentral, but kept for other parts of FIMS. |
| Include_Approved_Unposted_Applications | Yes No | Include Approved Unposted Applications in the exported data so that they will show up in Pending Applications. The default is they are not exported. |
| Include_Imported_Unposted_Applications | Yes No | Include Imported Unposted Applications in the exported data so that they will show up on DonorCentral Website in Pending Applications. The default is they are not exported. |
| Include_Open_Unposted_Applications | Yes No | Include Open Unposted Applications in the exported data so that they will show up on DonorCentral Website in Pending Applications. The default is they are not exported. |
| Include_Unposted_Gifts | Yes No | Include Unposted Gifts in the exported data so that they will show up in Pending Gifts The default is they are not exported. |
| Market_Value_Based_On | Net Assets Balance Acccounts | Enter Balance Accounts to export the Balance Accounts (Account Types Greater or Equal to "Q"). The Default is Net Assets. |
| Market_Value_Exclude_Account_Types | Click edit to enter path and list name | Enter a semi-colon delimited list of Account Types to Exclude in the Market Value. Default is to include Account Types for Net Assets (less than "Q") unless Market_Value_Based_On |
| Market_Value_Exclude_Natural_Accounts | Click edit to enter path and list name | Enter a semi-colon delimited list of Natural Accounts to Exclude in the Market Value. Default is to include all Natural Accounts for Net Assets (less than "Q") unless Market_Value_Based_On |
| Paid_Grants_Fiscal_Year | Check_Date Grant_Date | Choose Check_Date to use the grant's payment date to determine which Fiscal Year the grant is reported in. Choose Grant_Date to determine Fiscal year by the Grant Date. The default is Check_Date. |
| Scholarship_Program_Name | Program_Name Grant_Description | Choose to Export Program Name or Grant Description. The default is to use the same value as the Grant_Program_name. |
| SeparateGiftReversals | Yes No | Show Gift and Gift reversal separately. The Default is No. |
| Show_Grantee_and_Payee_if_Different | Yes No | Show Grantee Name and Payee Name if they are Different. The Default is No. |
| Third_Party_Process_Id_Field | Click Lookup to choose field | Choose the field housing third party Id. You can select a field from fm_profile using the Lookup or use a Profile field by typing in "Profile.FieldName", changing "FieldName" to the field you are using. |
3. In the Option pane, select the option you want to set, and then select the value from the Value pane.
4. Click Apply when you are finished setting each option.
5. When you are completely finished setting options, click OK.
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