MPDX Quick Reference Guide: Settings

Settings

Visit the Settings drop-down menu in the top right corner of MPDX to view or edit: Preferences, Notifications, Connect Services, Manage Accounts, and Manage Coaches.

The top section is your Personal Preferences. Changing these settings will affect ALL accounts listed.
Language and Locale will affect things like phone numbers, postal codes, and currency.
Default Account should be your primary organization staff account.
Make sure the Time Zone is set to where you live.
Hour to Send Notifications allows you to choose your timing preference from the dropdown menu.

The second section is called Account Preferences. Changing these settings will affect only the account listed.
The Account Name can be modified to something simpler like Peter Parker.
The Monthly Goal should be set to what your organization has recommended.
Your Home Country should be set to where you live.
Your Default Currency is critical to accurate donation amounts, totals, and reports.
You can opt in and choose to be an Early Adopter to be the first to try new trial features in MPDX.
The MPD Info should be set to match the MPD goals and time frame that your organization has recommended.

Under Notifications there is the option to select In App, Email, and Task notifications (scroll down for more options).
In the Email column, check any option to receive an email notification.
Click the "Save Changes" button at the top or bottom of the screen when you've finished. You can change your notification settings at any time.

Connect Google to MPDX, (i.e. an @cru.org or @gmail.com email account) to track MPDX activity on the go.

Connect MailChimp, PrayerLetters or ChalkLine to populate email lists from your MPDX Contacts.

NOTE: MPDX will redirect you to your MailChimp, PrayerLetters or ChalkLine login screen.

NOTE: A green dot means the sync is set up and working

Manage Account Access – add an email address to grant access to your MPDX account (use wisely).
Merge Your Accounts – to merge multiple personal ministry accounts into one.
Merge Spouse Accounts – if separate, add your spouse’s personal ministry account to yours.

Manage Coaches – add an email address to grant coaching access to your MPDX account. This allows an MPD coach, staff, or supervisor to see your MPD progress WITHOUT seeing any personally identifiable information of your contacts.