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First Run Configuration Items

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James G edited this page May 17, 2018 · 5 revisions

Configuring ChurchCRM

General Settings

At the top right of the page select the "Admin" left-nav menu, and choose "Edit General Settings"

Edit General Settings

  • You might want to change the sDefaultPass to something that pertains to your organization. This is the default password that all new accounts are assigned until they log in and set their own.
  • Set sLanguage in the Localization tab, to change the language of system.
  • Set sChurchCity in Church Information tab, to set the location of church.
  • Set sDefaultCity in Member Setup tab, to set default location of your organization's members.
  • Set sDefaultState in Member Setup tab. This must be a two letter abbreviation.
  • Set sDefaultCountry in Member Setup tab. This is needed for some translations.
Email Settings
  • Set sToEmailAddress to the default email address you want requests to come to (ie. webmaster@domain.com)
  • Set sSMTPHost as the email relay server.
  • Set sSMTPUser and SMTPPass to the credentials for the email account.
Other Settings
  • Set sChurchLatitude (You can find this information at http://www.latlong.net/)
  • Set sChurchLongitude (You can find this information at http://www.latlong.net/)
  • Set sHeader. You can add a custom header to ChurchCRM by entering the HTML for the custom header. Example: If you enter <H2>My Church</H2>, ChurchCRM will display "My Church" in large, bold letters at the top of each page.
  • Set sMailChimpApiKey. MailChimp is a web service that makes it easy to send and track bulk emails. If you do not have an account, create a free one here: http://mailchimp.com/signup. Once you have an account, create an API Key at http://kb.mailchimp.com/accounts/management/about-api-keys and enter that value into this setting.

Report Settings

At the top right of the page, select the "Admin" left-nav menu, and choose "Edit General Settings" then select the "Report Settings" tab at the top. The settings in this section define various reports, such as giving statements.

Church Information
  • Set sChurchName
  • Set sChurchAddress
  • Set sChurchCity
  • Set sChurchState
  • Set sChurchZip
  • Set sChurchPhone
  • Set sChurchEmail
  • Set sHomeAreaCode
Signature Information

These are the different signatures used on your financial reports.

  • Set sTaxSigner
  • Set sReminderSigner
  • Set sConfirmSigner
Letter Head Graphic
  • Set bDirLetterHead

Register your copy

At the top right of the page select the "Tasks" icon (see screen shot below) and then select >>Update Registration. This information is used to inform you of updates to the system. Task Menu Icon

Security Considerations:

  • If you are using the database backup utility, make sure the churchcrm/SQL directory is not accessible to your users! Otherwise, with the right timing, anybody can download and read the temporary files used in creating database backups. Different web servers have various means of access control. For example, in Apache you might add this to your httpd.conf:
<Directory /home/httpd/html/churchcrm/SQL>
 Order deny,allow
 Deny from all
</Directory>

Please see your web server's documentation if you need further help.

System locale

  1. Ensure System has correct locals sudo locale-gen es_ES

    The hosting system must have the correct locale as gettext depends on system libs for localization

  2. Click the "Admin" left-nav menu, and choose "Edit General Settings"

  3. Select Localization tab

  4. Change sLanguage to one of the available languages in the drop down.

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