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Utilities > Organization

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The Organization utility allows you to enter and edit information for your organization and adjust settings that affect every application within the program. There are two tabs, Organization Information and Settings.


This Section Includes:

Organization Information Tab

Default Settings Tab

Security Settings

Security Lock Account


Organization Information Tab


The following fields are available on the Organization Information tab:

Name: This appears in the top banner of all pages within the program and can be customized to your liking.

Organization Code: This is hard coded and cannot be changed.


Address Fields





The URL setting on this page is related to your licensing. You should not have to adjust this setting unless instructed to by Support.


Default Settings Tab


The Delete Merged setting affects what happens when combining names using the Combine Duplicates utility (More Information). If the box is checked, original records are deleted after the merged record is created. If the box is not checked, original records are retained. Retained records are marked as duplicates in the database and do not show anywhere except when in the Combine Duplicates utility.

The Phone Format field allows you to specify the way phone numbers are displayed within the program. Enter numbers in whatever configuration you would like, along with appropriate special characters. Two examples for US numbers are (111) 111-1111 and 111-111-1111. You can then enter the Default Area Code.

For Phone Validation, select either No Validation or Area Code Required from the drop-down list. If you are requiring that area codes be entered, you can customize the Phone Validation Error message.


Security Settings


The Security Settings tab allows you to customize your security settings.

Password Strength: Set the level of password strength required. (Select "Custom" to specify which special characters are allowed in a password.)

oMedium: Passwords must be between 5 and 30 characters with at least one number.

oStrong: Passwords must be between 8 and 30 characters with at least one number and one special character.

oExtra Strong: Passwords must be between 8 and 30 characters and match the following: at least two upper case letters, at least three lower case letters, at least two numbers, and at least one special character.

Pswd Strength Message: This is the message that displays when a user is entering a password.


Security Lock Account


The Security Lock Account section that allows you to lock out users for a specified amount of time after they enter an incorrect password a specified number of times within a specified number of minutes.

Threshold Count: Enter the number of times a user is permitted to login before being locked out of the program in the Threshold Count field. (Options are 3 – 10)

Threshold Minutes: Enter the length of time before the program restarts counting number of attempts in the Threshold Minutes field. (Options are 1 – 15 minutes)

Duration Minutes: Enter the length of time in minutes that the user will be locked out of the program. (Options are 1 or higher minutes)  A best practice is to use 10 minutes or greater for this field.

For example, by setting the Threshold Count = 5, Threshold Minutes = 10, and the Duration Minutes = 60, you can lock out a user after the user attempts to log in more than 5 times within a 10 minute time frame and will keep that user locked out for an hour (60 minutes).

Click the Update button to save your changes, the Reset link to undo all changes since the last time the Organization utility was updated and the Cancel link to return to the main Financials screen.