Global data entry settings

To help ensure that your constituent data is clean and formatted consistently, you can define default rules for data entry on the Global data entry settings page. To access this page, go to Administration and select Global data entry settings under Data.

On this page, you select the type of settings to define. After you select a type, the page displays its existing rules, the areas where those rules apply, and the areas where you can override the rules. To edit the data entry rules, select Edit.