Initial Setup Continued


Localization involves adapting your CRM for use in a specific country or language and setting region specific formats for dates and money (including currency). 

Address Settings
Navigate to Administer > Localization > address settings

Use this screen to:

  • Define your mailing label formats (meaning which fields to include when making mailing labels). Many Users will swap the first field,  {contact.addressee}, for one of the Household Greetings which can be selected from the token drop-down menu
  • Define how addresses should be displayed on the contact's profile
  • Define which address fields to enable by default when entering a contact's address
  • Setup USPS Address Standardization integration (Click here for tutorial)

Date Formats
Navigate to Administer > Localization > Date Formats

Use this screen to:

  • Define the date and time format to use across your CRM
  • Define the fiscal year for your organization

Languages, Currency, Locations
Navigate to Administer > Localization > Languages, Currency, Locations

Use this screen to:

  • Define your default language, default currency, and any other accepted currencies
  • Define your default Country and State
  • Define the available Countries and States (these are the Countries and States that will be made available in the drop-down menus both when adding a contact in the Admin area and when contacts fill out online forms)


Display Preferences

Navigate to Administer > Custom Data and Screens > Display Preferences

This screen allows you to modify the screen and form elements for the following tasks:

  • Viewing Contacts - Controls the tabs displayed when viewing a contact record. EXAMPLE: If your organization does not keep track of Relationships, deselect this option to simplify the screen display. Tabs for Contributions, Pledges, Memberships, Events, Grants and Cases are also hidden if the corresponding component is not enabled.
  • Viewing Smart Groups - Controls the display of the smart groups a contact belongs to.
  • Editing Contacts - Controls the sections included when adding or editing a contact record. EXAMPLE: If your organization does not record Gender and Birth Date for individuals, then simplify the form by deselecting Demographics.
  • Contact Search - Controls the sections included in the Advanced Search form (Search > Advanced Search). EXAMPLE: If you don't track Relationships, you will not search for that section. Simplify the form by deselecting this option.
  • Contact Dashboard - Allows your constituents to view the groups they are subscribed to, their contribution history, event registration information and more. You can control the sections that should be included in the dashboard here. EXAMPLE: If you don't want constituents to view their own contribution history, deselect that option.
  • Individual Display Name - Display name format for individual contact display names.
  • Individual Sort Name - Sort Name format for individual contact sort names.