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    System Options – Profiles
    • 09 Oct 2023
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    System Options – Profiles

    • Updated on 09 Oct 2023
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    System Options – Profiles

    You can set the following default options to apply to every Profile record you create in FIMS. This can save time in the data entry process and you can change any of the default values for a specific record.

    Option

    Values

    Description

    Default Individual Checks

    Yes

    No

    Indicates whether new Grantee records associated with a Profile will have the Individual Checks checkbox selected by default.

    NOTE: You can also set this default value for adding Grantee records from the Grantee and Grant Management module or the Scholarships module. Refer to System Options – Grantee and Grant Management and System Options – Scholarships for more information.

    Default Profile Ind/Org

    Ind

    Org

    Sets the default Profile type for all Profile records you create from the Profile Management module (Individual or Organization).

    If you do not select a default value, the system will set the default value to Individual.

    Note: You can also set this default value for adding Profile records from the Accounts Payable, Donor and Gift Management, Grantee and Grant Management, Pledge Management, and Scholarship Management modules. Refer to the System Options sections of those modules for more information.

    Explore Dir

    <path and directory name>

    The location and name of the folder you are using as the parent folder for Profile Folders.

    Click the Browse button to select the desired folder.

    Note: Refer to Creating the Profile Folder for more information about using this directory.

    Export Ind Org Names With Address Type

    Address Type

    Indicates the address type that you want to use for certain exports in FIMS that have the Use Org Name in Ind Profiles checkbox selected on the Mailing tab when you run the export (for example, Export to Word Processing).

    Organization names will be exported for Profiles identified as individuals that have the address type specified here.

    If the default value (<None>) is selected, the organization names will be exported for all individual Profiles regardless of the address type.

    You can also enter multiple address type values separated by commas. This will cause organization names to be exported for individual Profiles that have one of the address types in the list.

    Note: This option has no effect unless you select the Use Org Name in Ind Profiles checkbox on the Mailing tab when you run the export. Refer to Setting Mailing Options for more information.

     

    Set Profile System Options

    Create the Profile Folder

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