Configuration

After you have installed your ChurchCRM application and can login, you are ready to configure the application.

Report Settings

Within Report Settings you can enter your church information. You can also change the default text that is printed on reports. Under the Admin menu, choose “Edit Report Settings”. Enter your church name, address, phone and email address. Review the default report text and change the information as needed.

Custome Header

You can add a custom header to ChurchCRM by entering the HTML for the custom header in the General Settings. From the Admin menu, choose “Edit General Settings”. Near the bottom of the General Settings page, enter the HTML for the custom header into the field “sHeader”. Example: If you enter ”

My Church

”, ChurchCRM will display “My Church” in large, bold letters at the top of each page.

Configuring Email

ChurchCRM has a powerful email system, but it requires some effort to configure.

  1. First, select Admin→Edit General Settings. Scroll about half-way down. Set bEmailSend to True. Set the next six values appropriately for your email system.

  2. Next, select Admin→Edit Users. Click the Edit link for yourself. Scroll down to the bottom section of the page. Set bEmailMailto to True to enable use of a standard email client. Set sMailtoDelimiter to ';' for using a Microsoft email client Outlook or Outlook Express, use ',' for any other client such as Thunderbird or Eudora. Set bSendPHPMail to True to enable direct mailing from ChurchInfo. Set sFromEmailAddress and sFromName to the values you want to use for your ChurchInfo messages.

  3. To test your settings, select Admin→Please select this option to register ChurchInfo after configuring. Fill in the form and press Send. This will send a message to info@churchcrm.io. If it goes back to the welcome page your message was sent successfully. If an error appears that means there is a problem with your configuration settings.

  4. After the first time you use the registration page, the menu option changes to Admin→Update Registration. You can send your registration message as many times as you want. The default values are taken from the settings in Admin→Edit Report Settings. You might want to update these first before going to the registration page.