Settings allow you to customize The Raiser's Edge for your organization as well as for each user. You can create settings to eliminate data entry steps and view information more easily. Depending on the location in the program, settings may be called user options, business rules, or parameters. There are three types of settings in The Raiser's Edge: system, user, and workstation.

System Settings

System settings are universal for all users and all workstations.

System settings, such as business rules and country information, are located in Configuration. To maintain the integrity of your data, only users with supervisor rights can access business rules.

User-defined rules, part of business rules, allow you to define a message that appears when a certain action is taken. For example, you can create a rule so that the message 'This constituent is an alumni' appears when a user opens an alumni's record. You can define rules to affect all users or just a specific security group.

User Settings

User settings are specific to the user logging into the program, regardless of the workstation used.

Set user settings by selecting Tools, User Options from the menu bar. This central location makes it easy for users to set up user settings. Examples include required field color and default query type. Report and mail parameters can also be specific to the user. For example, a user can specify if the parameters are available for everyone to use or only accessible to him.

Workstation Settings

 Workstation specific settings are specific only to that user, and only on that workstation. Workstation specific settings may not be passed on to other users simply by logging in to the same workstation. Each user must modify the workstation specific settings on each workstation they use.

The only workstation settings in The Raiser's Edge are the ability to add or delete a column from a grid and the ability to resize a column in a grid. A user must edit the grid on each workstation.