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Updating Settings

Updating your settings and preferences is one of the first and most important things to do when you create a Karani account.

From your dashboard, click the "Settings" button.

Buttons

Setting up your budget

First, let's tackle the "Budgets" section.

Budgets

Look for the heading "Fiscal year start month" and choose the month your fiscal year starts with the dropdown box. This is important: Karani uses your fiscal year start month to perform its calculations. If you're not sure, it's probably January.

Fiscal

Add your yearly pledge goal. Your yearly pledge goal is how much you hope/need to raise. If unsure, set this to equal your fundraising budget.

Yearly Pledge Goal

Next, add your yearly gift goal. The yearly gift goal is the amount of money (gifts) you expect to come in each year. If you leave this blank, Karani will automatically calculate it for you based on your pledges.

Yearly Gift Goal

Add your monthly gift goal. The monthly gift goal is the amount of money (gifts) you expect to come in each month. If you leave this blank, Karani will automatically calculate it for you based on your yearly gift goals.

Monthly Gift Goal

Click the "Save all" button and you're done!

Setting up your general preferences

General Preferences

How many items: You can choose how many items you would like to appear on listing pages.

Example: If you have 500 contacts, this setting determines how many of those contacts will show on each page of your contacts listing.

International fields: If some of your contacts live outside of your country, you can change this setting to "on" to add a "Country" field and a "Postal Code" field.

Setting up your technical preferences

Technical Preferences

Turning on the "Rich Text Editor" gives you a toolbar to bold, italicize, create numbered lists, create bullet points, and add/remove links in the "Notes" fields.