Edit Giving Settings
This article provides information about what is included on the Edit Giving Settings card and steps to change the Public Contact Information Email Address and Phone Number, Payment Types, and the External ID.
1. In Settings on the Edit Giving Settings card, click on the ellipses (3 vertical dots) to view the drop down menu.
2. Select Edit Giving Settings.
3. Enter the desired public contact email. This is the address for the automated giving email will default to firstname.lastname@example.org unless changed.
4. Set Online Giving Phone Number.
5. If desired, Enable the Toggle to turn on the External ID. The external ID is an optional additional field that can be shown for public accounts in the system. This field is needed for some exports into other Church Management Programs or Accounting Software.
6. Click on Save to process changes.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.