iCHARMS

Master Setup

What is master setup module used for?

The iCHARMS master setup module is a feature of the iCHARMS charity management system that allows users to configure the basic options for their account. This module serves as the central location for setting up and configuring the various options and preferences for the system.
Within the iCHARMS master setup module, users have access to a range of different options and settings that they can use to customize the system to meet their specific needs. For example, users can set up their preferred currency, specify the types of donations they accept, and configure the system to automatically send out receipts and acknowledgement letters to donors.
In addition to these options, the iCHARMS master setup module also allows users to set up and manage their organization's contact information, such as the organization's name, address, and phone number. This information is important for ensuring that the system is able to accurately track and record donations, as well as for maintaining good relationships with donors and stakeholders.
Overall, the iCHARMS master setup module is an essential component of the iCHARMS charity management system, and it is designed to provide users with the tools and options they need to effectively manage their organization and its charitable activities.

In the master setup module, the following options are available:

DONATION SOURCE SETUP

DONATION CATEGORY SETUP

APPEAL SETUP

CAMPAIGN SETUP

WEBSITE APPEAL SETUP

PROGRAM SETUP

PROGRAM RATE SETUP

CANVASSER SETUP

CURRENCY SETUP

BANK SETUP

EVENT SETUP

MAIL TEMPLATE SETUP

A comprehensive module to accurately manage your Donor Details

The Donor Details module allows you to manage all your donor information in one place. You can edit and update all details of each donor in the form, including address, phone number or email address, and much more.

Discover what’s possible with iCHARMS.

We will email you only about this product.