Administration Overview

The Administration tab, which you open from the Hello menu, is where you customize ExceedFurther for your organization's specific needs. You can define codes, screen layouts, default settings, user-defined fields, gift size categories, and membership parameters. You can also manage users, passwords, and security settings.

The Administration tab includes the following sub tabs:

1. Codes - define all of your codes and tags.
2. List Manager - view and manage all of the lists that have been created and stored in the My Lists sections in each part of the Navigator.
3. Gift Size Table - define the categories for displaying gifts.
4. Membership Card - create a template for your membership cards.
5. Mailing Preferences - view and change alternate name and salutations and add tags to addresses and emails.
6. User Management - add new users and edit the rights of current users.
7. Customize Page Layout - design data entry screens and add user defined fields.
8. Transaction Log - view the history of users logging in and logging out.
9. Client Defaults - set default values to speed up and increase the accuracy of your data entry.
10. Donor Levels - define donor levels to be automatically appended to households and organizations depending on their giving history.
11. Duplicate Checker - find duplicate records to merge or delete.
12. Entity Manager - mark households or organizations as inactive.