Getting Started Wizard

The Getting Started Wizard help you set up your eTapestry database when you first begin to use the program. If you contract consulting services to help you set up your database or used Import, many of the steps in the wizard may already be completed. You can still use this tool to help you understand the basic database setup.

To access the Getting Started Wizard, from Management, click Getting Started Wizard. On the page that appears, under Wizard Preference, the Show Wizard every time I login option allows you to view the Wizard each time you log in. To prevent the Wizard from appearing every time you log in, clear the checkbox.

  1. The Welcome step provides information about the Getting Started Wizard. To continue, click Next.

  2. For the My Organization step, enter information about your organization.

    • Information - This shows your organization's name, address, web page, and other contact information based on your online form. You can update this information as necessary. To continue, click Next.

    • Settings -This page enables you to identify your initiation year, NTEE code, last month of your fiscal year, time zone, and type of currency used. To continue, click Next.

    • Mission - Personalize your database. Upload your logo and enter a mission statement to appear on your welcome page. To continue, click Next.

    To continue, click Next.

  3. For the Transaction Fields step, enter funds, campaigns, approaches, or letters that are specific to your organization and view the current ones. To add additional fields, click Add Additional Line.

    To receive a weekly email about your funds, campaigns, and approaches, select Send Report end enter your email address.

    To continue, click Next.

  4. For the Other Fields step, add other necessary fields, including persona types, country codes, phone types, contact methods, credit/debit card types, and relationship types.

    • Persona Types - View current persona types. To add one, enter a name under Add New Persona Types. To add another, click Add Additional Line.

    • Country Codes - View your enabled and disabled country codes. To add or remove countries, click Enable or Disable.

    • Phone Types - View current phone types. To add one, enter a name under Add New Phone Types. To add another, click Add Additional Line.

    • Contact Methods - View current contact methods. To add one, enter a name under Add New Contact Methods. To add another, click Add Additional Line.

    • Credit/Debit Card Types - View current credit/debit card types. To add one, enter a name under Add New Credit/Debit Card Types. To add another, click Add Additional Line.

    • Relationship Types - You'll use relationship types to track how constituent accounts are connected. To add one, such as employer/employee or parent/child, enter the role for each constituent. To add another relationship type, click Add Additional Line.

    To continue, click Next.

  5. The Summary steps displays the wizard pages you visited. Pages you skipped appear in red. To go back to a previous page, click a summary link. When you are done, click Save And.