Account System Settings

Account System Settings

Contents

Custom Fields
Viewing & Reporting Custom Field Data
Individual Types
Organization Types
Relationship Type
Name Prefixes
Genders
Note Type
Sources
Default Source
Congressional Districts
Wealth Screening Criteria
Related Guides and Videos


Account Settings

System Settings > Home/Dashboard > Accounts

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Account Custom Fields

All Accounts Custom Fields, Individuals Custom Fields, and Organizations Custom Fields allow you to track your own custom data. All Accounts Custom Fields are the most useful type of custom fields as they are available in most reports, they can be added to your Neon forms, and are also supported for self import and account batch update.

The full guide to All Accounts Custom Fields is found here.

Creating Account Custom Fields

Click All Accounts to view your list of existing account custom fields and create new ones open them from System Settings:

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Click New Custom Field to add a new Account Custom Field.

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Enter the Field Name and select a Display Type.

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There are five display types to choose from. This will determine the type of data you collect with this field.

The detailed guide to custom field display types is found here.

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Click Save to create your field.

Viewing Account Custom Field Data

All account custom fields will appear under the Custom Fields section of a Neon account page.

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You can also search on Account Custom Fields in reports.

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Account custom fields can be viewed in reports by clicking the Select Columns button. From the field selector, enter the search term "(C)" to find all account custom fields, as shown below.

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The full guide to configuring custom fields is found here.

Individual Type

The Individual Type field is used to categorize individual accounts for internal use. When creating or editing an individual account, this field displays as a group of check boxes. The field will only appear on the account edit page once you've configured your list of values. To define the values for this list, navigate to: System Settings > Home/Dashboard > Accounts > Properties > Individual Types

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When selected, these designations appear on an Individual account under the Basic Information section, as shown in the example below.


Organization Type

Organization Type is a field used to categorize organization accounts for internal use. When creating or editing an organization account, this field displays as a group of check boxes. The field will only appear on the account edit page once you've configured your list of values. To define the values for this list, navigate to: System Settings > Home/Dashboard > Accounts > Properties> Organization Types

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When selected, these designations appear on an Organization account under the Basic Information section, as shown in the example below.


Relationship Type

You can create a two-way relationship link between two accounts in NeonCRM. Define the types of relationships available by editing your Relation Type settings. To configure this list, navigate to System Settings > Home/Dashboard > Account Settings > Account Relationship Types

From here, there are three lists of relation types:

  • Individual-Individual Relation Types
  • Organization-Organization Relation Types
  • Individual-Organization Relation Types

Click Add to add a new option to the list, or check the boxes next to an option and click Delete to remove it.

If you try to delete an option that has been applied to any accounts or contacts in your system, you will receive a notification:

To remove the existing role data and continue with the deletion, click OK.

By setting the Status to Active, the choice becomes available for users to select it. By making it Inactive, you preserve existing relationships of this type while making it unavailable for new relationships.

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Name Prefix

A Name Prefix is a proper title that appears before somebody's name. These can be added and configured to meet the needs of your constituency. These will appear as a drop-down list when entering contact information. This list is available to front-end users as well. To configure this list, navigate to: System Settings tab > Home/Dashboard > Accounts > Name Prefixes.

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Gender Settings

By default, NeonCRM is configured with Male and Female as options. You can add other options to this list to meet the needs of your constituency. While you cannot change the default genders, you can create new ones.

To configure this list, navigate to: System Settings > Home/Dashboard > Account Settings > Gender Settings.

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Gender is not available as a front-end form field.

Note Type

System Users can add notes to NeonCRM Accounts. These are available only to staff/admin users from the back-end. Notes will appear as a separate Documents/Notes section on the Account Detail page.

Click here for information on various Notes Fields in NeonCRM.

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Define different account note types here: System Settings > Home/Dashboard > Account Settings > Edit Note Type.

Adding options here will give you a drop down list when adding a note.

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Sources

Source is used to track more specific information about how a transaction came to occur. Source is unique because it is available on all transaction types in Neon (donations, event registrations, memberships, and store purchases), as well as on accounts themselves.

To configure this list, navigate to:

System Settings > Home/Dashboard > Accounts > Sources for Accounts and Transactions.

From this page you can edit or delete existing Sources as well as add new ones.The Status drop down indicates if this source is active or not.

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After you Add or Delete a source, you must click Submit to save the updated source list.

Default Source for online transactions

Upon submitting your changes, you'll be taken to a page where you have the option to specify a default Source for transactions that come in via your front end forms. Leave this blank if you do not want Neon to automatically assign a default source for online donations, memberships and event registrations.

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Congressional Districts

Enable the congressional district look-up utility.

The detailed guide for this feature is found here.

Wealth Screen Settings

Wealth Screen Rating is an indicator that shows up on a constituent's account page. It pulls from U.S. census data to examine the ZIP code of the constituent and assesses either the average household income or the average housing value of that ZIP code to give you a rating that is displayed with stars.

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Read the full guide for setting up your wealth screening levels here.

Related Guides and Videos

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