* We would like to thank Cru for providing this article from their help library. This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *
Personal Preferences
At the top is Personal Preferences. You can modify Language, Locale, Default Account, Timezone, and Time to Send Notifications by clicking on the drop-down arrow.
Your Full Name and Email Address
- Click on the Edit icon to modify your name or email address.
- Type in the First Name, Last Name, and Email Address(es) of your choice.
- When finished, click the Save button.
Language
- Click the drop-down (to the right) to set the default Language.
- Click the Save button.
Note: This language determines the language displayed in MPDX.
Locale
- Click the drop-down arrow (to the right) to set your default Locale.
- Click the Save button.
Note: Locale determines how phone numbers, dates, and postal codes are formatted in MPDX.
Default Account
- Click the drop-down arrow (to the right) to set your Default Account if you have more than one.
- Click the Save button.
Note: The Default Account is your primary staff account.
Timezone
- Click the drop-down arrow (on the right) to change the current Time Zone.
- Click the Save button.
Note: The time zone set should correspond with your place of residence.
Time To Send Notifications
- Click the drop-down arrow (to the right) to set your Time to Send Notifications
- Click the Save button.
Note: This is the time that will be used to send the Notifications you set under the Settings, Notifications section (i.e. In App, Email, Tasks)
Account Preferences
Located under Account Preferences are Account Name, Monthly Goal, Home Country, Default Currency, Primary Organization, Early Adopter, and MPD Info. Modify any of these settings by clicking the drop-down arrow to the right.
Account Name
- Click in the space provided and type the Account Name you prefer.
- Click the Save button.
Note: This Account Name does not change the name of your staff account with an organization.
Monthly Goal
This goal should be set by your organization. However, to modify the amount:
- Click in the space provided and enter the Monthly Goal Amount.
- Click the Save button.
Home Country
- Click the drop-down arrow to set your Home Country.
- Click the Save button.
Note: Your Home Country should be set to the place you live and from where you send out physical communication to donors such as newsletters and cards.
Default Currency
- Click the drop-down arrow to set your Default Currency.
- Click the Save button.
Note: Your Default Currency is used to calculate the gross and net amounts of financial gifts received.
MPD Info
- Click the drop-down arrow to set your MPD Info.
- Use the pop-up calendars to select a Start Date and End Date and enter a Recurring Commitment Goal.
- Click the Save button.
Note: This feature is currently in development and may not be fully accurate. This information influences the Commitment Graph in the Coaching Report.