DonorCentral Options

Tools > System Utilities > DonorCentral > 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.

NOTE: Please contact FIMS/DonorCentral support if you have questions about setting any of these options.

 

Real Time Sync Options

NOTE: To take advantage of this feature, you must have installed the DonorCentral Real-time Sync patch for FIMS. The patch file (DC4RTS.zip) will be available on PowerME for all clients who already have FIMS 14.1 or 14.1.2 installed.

This feature will automatically send any changes made in FIMS to DonorCentral related data immediately to DonorCentral.

NOTE: If DonorCentral is open, the page must be refreshed for the changes from FIMS to be reflected.

The Real Time Sync options are available on the DonorCentral Options page in FIMS.

The default for all of these settings is ‘Off’.

To enable a data type:

  1. Select it from the Option list.
  2. Select On in the Value list.
  3. Click Apply to save your changes or OK to save and close the form.

The following table lists the DonorCentral options for Real Time Sync.

Option

Values

Description

Fund Advisor

<None>

On

Off

Indicates whether Fund Advisor data will be sync'd to DonorCentral.

• New Advisors

• Changes to advisor My Profile information

Gifts

<None>

On

Off

Indicates whether Gifts information will be sync'd to DonorCentral.

• Pledge information

• Gift Date

• Gift Amount

• Non-Gift Amount

• Description

• Grantee

• Gift History changes

• Gift adjustments/reversals

NOTE: For Pledge information to sync, the DonorCentral System option for Pledges must be set to ‘On’.

Grants

<None>

On

Off

Indicates whether Grant information will be sync'd to DonorCentral.

• New Grant or Scholarship applications

  • imported
  • auto-created
  • manually created
  • recurring grants from fund distributions
  • interfund grant posting
  • application history copy
  • student eligibility report

• Grant or Scholarship adjustments

  • Amount corrections
  • Fund corrections
  • Cancellations
  • Refunds
  • Payment Date change
  • New Payments
  • Grantee correction/change

• Grantee profile changes

• Grantee affiliation changes

Market Values

<None>

On

Off

Indicates whether Market Value information will be sync'd to DonorCentral.

This option will affect Fund Balances, GL Drilldowns, and Available to Spend values depending on the DonorCentral System options you have turned on.

Organizations

<None>

On

Off

Indicates whether Organization information will be sync'd to DonorCentral.

• New Organizations

• Changes to Organization details

• Staff profile changes

Unposted Apps

<None>

On

Off

Indicates whether Unposted Applications information will be sync'd to DonorCentral.

If set this option to On, you must also set the DonorCentral System options for Unposted Applications to define which ones are included in the sync.

• Include_Approved_Unposted_Applications

• Include_Imported_Unposted_Applications

• Include_Open_Unposted_Applications

 

Services Options

The following table lists the DonorCentral options for Services:

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 Grant Detail

Yes
No

Indicates whether Grant Detail information will be exported.

 

Suggestion Options

The following table lists the DonorCentral options for Suggestions:

NOTE: These options are only available if you subscribe to Suggestion Central.

Option

Values

Description

Grantee Contact Address

Profile
Imported

Determines the default address to use when creating a Grant Application that is uploaded into FIMS from DonorCentral.

The default value is Imported.

Entity ID List

<affiliate entity name>

Defines a list of affiliated DonorCentral entities for which you want to download suggestions.

Get From External Sources

Yes

No

Determines whether you can import recommendations from external sources.

Grant Purpose Code

Program Name

Grant Description

Grant Notes

Staff Recommendation

Determines where the Grant Purpose code on a Grant Application submitted via DonorCentral will be imported into a FIMS Grant Application. This option allows users to enter text for the Grant Purpose.

GrantPurpose 15 Box

Program Name

Grant Description

Grant Notes

Staff Recommendation

Determines where the Grant Purpose field text on a Grant Application submitted via DonorCentral will be imported into a FIMS Grant Application. This option allows users to select from a drop-down list of Grant Purpose codes.

Org Exists Sort

Yes

No

Determines whether FIMS will sort requests based on whether the Grantee Organization already exists in FIMS. If you select Yes, requests are sorted based on whether the organization exists, and then sorted by Fund ID.

The default value is No.

Payee Address

Profile

Imported

Determines the default Payee Address to use when creating a Grant Application that is uploaded into FIMS from DonorCentral.

The default value is Imported.

PaymentType 23 Coding

Age Group

Committee Code

County Code

Disability

Economic Group

Effect Code

Gender

Population

Program Area

Project Code

Region

Request Type

Risk Code

Strategy

Sub Program

Determines where the Payment Type field on a Grant Application submitted via DonorCentral will be imported into a FIMS Grant Application.

The default value is Program Area.

NOTE: Many organizations have a payment type of Cash and leave this option set to <none> so that Cash is not imported into any of the code fields on their Grant Applications.

Project Description Line

Program Name

Grant Description

Grant Notes

Staff Recommendation

Determines where the Project Description field on a Grant Application submitted via DonorCentral will be imported into a FIMS Grant Application.

Sort Requests Ascending

Yes

No

Indicates whether you want to sort requests by ascending or descending order by Request ID number. Select Yes to sort in ascending order, or No to sort in descending order.

The default value is No.

SpecialRequest 16 Box

Program Name

Grant Description

Grant Notes

Staff Recommendation

Determines where information that is entered in the Special Request field will populate the uploaded Grant Application.

The default value is Grant Notes.

Upload Grantee Affil

<affiliation code>

The Affiliation code that must be associated with each Grantee record that you want to be exported for the Suggestion Central search mechanism.

The suggested code is "SC."

 

System Options

The following table lists the DonorCentral options for System:

Option

Values

Description

Base Year On

Calendar

Fiscal

Determines how exported data should fall into the Year to Date and Last Year columns in DonorCentral. This field controls YTD column in the fund summary.

NOTE: Most Donors think of the year in terms of Calendar Years, so we recommend that you select Calendar.

Begin Date for OrgCodes

(for grantee records)

<date>

The date when you want to begin exporting Organization code information.

Contact Us From Staff

Yes

No

Determines whether the name of the staff member associated with the Fund will be exported so it appears in the Contact Us section of DonorCentral.

The default value is No, since you can manually enter the desired staff members directly in DonorCentral.

Create User ID from Contact

Yes

No

Determines whether the DonorCentral User ID will be created based on the Contact Name on the Profile (Yes) or the Sort Name (No).

The default value is Yes.

Crystal Fund Statement

<report name>

The name of the Crystal Report that you use to generate Fund Statements.

Crystal Fund Statement Server

<ODBC Data Source>

The server name (ODBC Data Source Name) that you use for Crystal Report Fund Statements.

Download Directory

<drive and directory path>

The default directory where you want to place export data to upload to DonorCentral.

Export All Grants

Yes

No

Determines whether you want to export all Grants, regardless of whether the Fund is a DonorCentral Fund.

The default value 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

<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

Determines whether you want to display Donor addresses in the Gift detail section of the Fund Summary section of the DonorCentral site.

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.

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.

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

GL Detail

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 MyProfile Information

 

Yes

No

Determines whether you want to export Profile and address information.

The default value is No.

Export Pledge Detail

Yes

No

Determines whether you want to export Pledge information along with Gifts.

NOTE: You can only choose Yes for this field or the Export Pledge Payment Detail field, not both.

Export Pledge Payment Detail

Yes

No

Determines whether you want to export Pledge Payment information along with Gifts.

NOTE: You can only choose Yes for this field or the Export Pledge Detail field, not both.

Fund History URL

 

<URL>

 

NOTE: This option is only used if you are using the optional Donor Relations Module (DRM) and is the URL that is required to log into DonorCentral and display Fund History for the current Fund Representative.

There are some special characters you must use in the URL:

- %3D (Equal Sign)

- %26 (Ampersand)

- %userid% (Placeholder for User ID)

- %pk% (Placeholder for Passkey)

- %Advisorid% (Placeholder for User ID of Fund Representative)

Fund Statement Batch

 

<Batch Number>

 

The next Fund Statement batch number (this should be at least four digits). The starting number is usually "1001."

This number increments automatically each time an export is marked for DonorCentral.

Gift Description

 

Comment

Type

Ack_Comment

Ack_BlankLine_Comment

Type_Ack_Mem_Comm

Comm_Securities

The source you want to use for exported Gift Descriptions. If this field is left blank, it defaults to "cash."

The description is generally pulled from the Gift Comment, but can also come from other sources.

The Gift Description is viewable online as part of the Donor’s Gift Detail.

Gift Include Non Gift

Yes

No

Determines whether you want to include non-Gift amounts when you export Gifts.

This field contains two separate boxes if you select Yes, one for Gifts and one for non-Gifts.

GL DrillDown Positive FundBalance

 

Yes

No

NOTE: This option only applies to the custom GL Drilldowns feature.

Determines whether you want to export Balance Accounts as positive (Yes) or negative (No).

GL DrillDown Positive Liabilities

 

Yes

No

NOTE: This option only applies to the custom GL Drilldowns feature.

Determines whether you want to export Liabilities as positive (Yes) or negative (No).

GL DrillDown Positive Revenue

 

Yes

No

NOTE: This option only applies to the custom GL Drilldowns feature.

Determines whether you want to export Revenue as positive (Yes) or negative (No).

Grantee DrillDown by Projectcode

 

Yes

No

Determines whether you want to extract Grantee Detail information, summarized by the Project code.

The default value is No.

Grant Program Name

 

Program Name

Grant Description

Indicates whether you want to export the Grant Program Name or Description.

The default value is Program Name.

Grant Proposal Auto

 

Yes

No

Determines whether you want the system to automatically check and update Grant Proposals. If you select Yes, the system will check proposals every time the DonorCentral export runs. If the proposal is either fully funded or past the expiration date, the Action code will change to one that indicates that the application can be posted to Application History.

The default value is No.

Grant Proposal Status

 

<Status Code>

 

The Grant Status code that you want to use to identify Grant Proposals in FIMS that should be uploaded to DonorCentral.

When an application is created that should be used to create a proposal in DonorCentral, set the Status code on the application to match the code selected here. This, in conjunction with the Proposal Expire Date, allows the system to identify the application as a proposal and mark it for upload to DonorCentral.

Include Approved Unposted Applications

 

Yes

No

Determines whether you want to export approved but unposted Grant Applications so they appear with Pending Applications on DonorCentral.

The default value is No.

Include Imported Unposted Applications

 

Yes

No

Determines whether you want to export imported, unposted Grant Applications so they appear with Pending Applications on DonorCentral.

The default value is No.

Include Open Unposted Applications

 

Yes

No

Determines whether you want to export open, unposted Grant Applications so they will appear with Pending Applications on DonorCentral.

The default value is No.

Market Value Based On

 

Net Assets

Balance Accounts

Indicates the source you want to use as the basis for Market Value.

The default value is Net Assets.

You should only choose "Balance Accounts" if you plan on excluding an account.

Market Value Exclude Account Types

 

<Account Types>

 

If you want to exclude any account types from the Market Value, enter a semi-colon delimited list of types here.

Only use this field if you picked "Balance Accounts" in the Market Value Based On field above.

The default value is <None>, which includes all account types for Net Assets.

Market Value Exclude Natural Accounts

 

<Natural Account Numbers>

 

If you want to exclude any specific natural accounts from the Market Value, enter a semi-colon delimited list of types here.

The default is <None>, which includes all natural accounts for Net Assets.

Paid Grants Fiscal Year

 

Check Date

Grant Date

Determines whether you want to calculate the Fiscal Year for the Grant based on the Check Date or the Grant Date.

The default value is Check Date.

Scholarship Use Grantee or Student Name

 

Grantee

Student

Indicates whether you want to export the Grantee Name or Student Name for Scholarships.

The default value is Student.

Show Grantee and Payee if Different

 

Yes

No

Determines whether you want to display both the Payee and Grantee names if they are different.

The default value is No.

Use Org Codes from Application

 

Yes

No

Determines whether you want to extract coding values for a Grantee from Grant Applications instead of from the Grantee record.

The default value is No.

Weblink Password

 

<Password>

 

NOTE: This option is only used if you are using the optional Donor Relations Module (DRM).

The password for the default Weblink User ID that allows you to access DonorCentral links from within FIMS.

Weblink Userid

 

<User ID>

 

NOTE: This option is only used if you are using the optional Donor Relations Module (DRM).

The default User ID that allows you to access DonorCentral links from within FIMS.

 

 

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