Managing General Defaults
Site Settings are the back-end settings of your Eleo database. From this area, you can maintain and customize various settings that control how information is displayed and how certain features function throughout your database.
Accessing General Defaults
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From your Eleo database, click the Profile icon in the upper-right corner of your screen, then select Site Settings.
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General Defaults is the first section within Site Settings. This is where you can manage several general settings for your database, including enabling or disabling modules under the Use These Modules section.
Important: Whenever you turn a setting or module on or off, be sure to click Save to apply your changes.
Depending on the setting, enabled modules may appear in the left-side navigation bar or within the area of the database where the feature is used. For example, DonorSearch will appear within a contact record.
Display Title and Suffix on Contact View is a toggle that controls whether the Title and Suffix fields are displayed when viewing a contact record.
When enabled, these fields will be visible on the contact record.
Auto-populate Informal and Formal Salutations on Contact Forms is a toggle that determines whether Eleo automatically populates the Formal Salutation and Informal Salutation fields when creating or updating contact records.
Helpful Tips for Setting Up Contact Salutations
Properly configured salutations are especially important when creating mailings or generating Donor Statement Reports for year-end.
- Formal Salutation: If the Formal Salutation field is blank, Eleo will use the contact's First Name + Last Name. If the First and Last Name fields are blank, Eleo will use the Organization Name.
- Informal Salutation: If the Informal Salutation field is blank, Eleo will use the contact's First Name. If the First Name field is blank, Eleo will use the Organization Name.
- Anonymous Contacts: If a contact is marked as anonymous, the salutations should remain blank.
Password Expiration is a security setting that allows you to determine how long a user's password remains valid before it expires.
Use the dropdown menu to select the password expiration period that best fits your organization's preferences.
The Federal ID # field allows you to enter your nonprofit organization's Federal Employer Identification Number (EIN).
The Federal ID # will populate on the Donor Statement Letter, Eleo's year-end mailing that can be used to provide donor statements to your constituents.
The Year-to-Date (YTD) setting allows you to enter the From and Thru dates for your organization's fiscal year.
These dates are reflected throughout your database, including areas such as Reports, unless you apply a different date range or filter.
The Recognition Level Method allows you to select the timeframe Eleo uses when calculating recognition levels.
Available timeframes may include:
- Last 12 Months
- Lifetime
- Year-to-Date
For more information about recognition levels, please see our guide on How to Create Recognition Levels.
Saving Your Changes
Be sure to click Save whenever you make changes to your Site Settings. This ensures that your updated settings are applied to your database.