Overview


My Preferences is the space to configure default viewing options for the Contacts and Transactions listing screens. Adjustments will be made to the individual's end user experience only and will not be applied at a 'global' setting. 

Instructions

First, navigate to Contacts > My Preferences > Go

Contacts Tab

Change the Contacts Quick Filter Dates Default here.


Contact Search Default Views can be modified here:

Transactions Tab

To automatically hide declined transactions on the transaction listing screen, choose Yes from the drop-down menu. Choosing No means the system will not automatically hide the declined transactions. However, in the Advanced Filter, users can still choose to hide declined transactions for that specific search.



To adjust Quick Filter Dates Default settings, select from these options:

• Merge Contacts
• Data Hygiene: De-Dupe Households
• Data Importing: How to Import Contact - People Data
• Contacts
• Contacts: How to Create, Use and Manage Cases
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Trigger Tool – Creating an Opt-In List
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Contacts: Updating Donor Passwords
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• New Filters for building Contacts Reports
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Calculated Custom Fields
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Promoting Custom Fields on Contact Summary Page
• Giving History and More Contact Filters
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Contact Records: Creating Custom Field Groups and Custom Fields
• Creating Custom Fields
• API Integration: How to Update WealthEngine Data for Individual Contacts
• Automation & Workflow: Merging Contacts in Bulk through Importing
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Online: User Center Configuration
• Communication: How to Send Messages from Listing Screens
• Contact Records: Changing Contact Type
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Removing Audience Members From Lists
• Importing Relationships
• Contact Management: Contacts Who Are Online Now
• Memberships: How to create a New Member
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities
• How to Create a Solicitor
• Contact Records: Addresses
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• Printing the Contact Summary Page
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Global Search
• Contacts - Editing Contact Record Panels
• Sending Tracked Emails
• Contact : Notes
• Quick Actions
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Contacts : Files
• Contacts: How to Create and Manage Household Contact Records
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Contacts: Adding Contacts to Your Basket for Exporting
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Organizatio
• Reports & Analytics: How to Use the Constituent Density Report
• Events & Volunteers : Events - Search & Manage
• Automation & Workflow: Merge History
• Contacts : Deleting Contacts in Bulk
• Contacts : Legacy vs. Compliance
• Leveraging Opportunities for Existing Major Donor Management - Cultivating
• Opportunities - Moves Management: Locating and Managing Existing Opportunities
• Contacts: People, Households, & Organizations search
• Search & Manage Contacts
• Data Importing: Contacts & Use of Contact Matching