Preferences

Personal Preferences

At the top is Personal Preferences. You can modify Time Zone, Language, Locale, and Default Account by clicking on the drop-down arrow.

Your Full Name and Email Address

  • Click on the Edit icon to modify your name or email address.

  • Type in the First Name, Last Name, and Email Address(es) of your choice.
  • When finished, click the Save button.

Time Zone

  • Click the drop-down arrow (on the right) to change the current Time Zone.
  • Click the Save button.
Note: The time zone set should correspond with your place of residence.

Language

  • Click the drop-down (to the right) to set the default Language.
  • Click the Save button.
Note: This language determines the language displayed in MPDX.

Locale

  • Click the drop-down arrow (to the right) to set your default Locale.
  • Click the Save button.
Note: Locale determines how phone numbers, dates, and postal codes are formatted in MPDX.

Default Account

  • Click the drop-down arrow (to the right) to set your Default Account.
  • Click the Save button.
Note: The Default Account is your primary staff account. If you have a staff account in other country, follow these steps on  Adding and Merging Organizations.

Account Preferences

Located under Account Preferences are Account Name, Monthly Goal, Home Country, Default Currency, and Early Adopter. Modify any of these settings by clicking the drop-down arrow to the right.

Account Name

  • Click in the space provided and type the Account Name you prefer.
  • Click the Save button.
Note: This Account Name does not change the name of your staff account with an organization.

Monthly Goal

This goal should be set by your organization. However, to modify the amount:

  • Click in the space provided and enter the Monthly Goal Amount.
  • Click the Save button.

Home Country

  • Click the drop-down arrow to set your Home Country.
  • Click the Save button.
Note: Your Home Country should be set to the place you live and from where you send out physical communication to donors such as newsletters and cards.

Default Currency

  • Click the drop-down arrow to set your Default Currency.
  • Click the Save button.
Note: Your Default Currency is used to calculate the gross and net amounts of financial gifts received.

Early Adopter

  • If you would like to test new MPDX features before they are made available to all users:
  • Click the Early Adopter checkbox.  
  • Then click the Save button.

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