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GuideStar Charity Check

34 bytes added, 12:44, 20 October 2017
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==Configuration==
 
:[[Image:GuideStarCharityCheckConfig.png|900px|border]]
* The Settings page has the following configurable options:
:*'''EIN Field''': The organization custom field used for searching on GuideStar.
:*'''PDF Store To Field''': after charity check, the a returned pdf PDF file will be save to this field.
:*'''Available Roles''': Lookup to select [[Roles]]. Users under these roles are allowed to see the GuideStar Charity Check option on organization record.
:*'''Available Status''': Lookup to select [[Status]]. GuideStar Charity Check option will show up on organizations in these status
==Using GuideStar Charity Check==
 
:[[Image:GuideStarCharityCheck.png|600px|border]]
A User will be able to access the GuideStar Charity Check option feature under the Options menu if all of the below apply ...
* the user has roles that match any of those configured against the Available Roles section
* the organization has status that match any of those configured against the Available Status section
* the organization has category that match any of those configured against the Available Category section
Clicking this the GuideStar Charity Check option will perform result in a charity check being run, populating any mapped fields and saving the pdf returned PDF file against the configured field.
Each call is also recorded for auditing purposes.
 
==System call==
Smartstaff, administrator
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