Go to Edit > Preferences
This document contains a description of the general preferences. The portal and keys preferences are described in Portal section of the help menu.
The Update Settings Tab
General Options
These are the options to update the database using information collected in the M-level.
| Run Update Command on Successful Transactions? | If ‘Yes’ is selected, the data will be updated as specificified in the next two options. |
| Update ‘People’ Data from Merchant Accounts? | If ‘Yes’ is selected, when the data in the M-level is updated, the information will also be updated in the C-level. If a new person is added to the M-level, the same person will be added to the C-level. |
| Update Registration Data from Merchant Accounts? | If ‘Yes’ is selected, when a registrant registers their people data is updated and this data is also updated in the C-level. |
M-level Settings
Each M-level has individual settings, which can be set within the M or C-level.
| MID | The Merchant ID number |
| Merchant Enabled | Must be set to ‘Yes’ for test and live modes, ‘No’ site is retired if you would like to temporarily take the pages down. All transactions will be declined in this setting. |
| Merchant Name/Email/Company Name | This is the data that was entered in the M-level. You may edit it here. |
| Failed Login Attempts | You may set the number of times someone may attempt to login before they are locked out. |
| Retired | Default to ‘No’. This is usually set to ‘Yes’ when the account is no longer used. When an account is retired, transactions cannot be processed and the account will be listed/classed as a ‘retired’ M-account. |
| DirectFeed | If Direct Feed is enabled, select ‘Yes’. Otherwise select ‘No’. |
| Testmode | The Testmode may be changed in the C-level or the M-level. |
| Update Clevel | If the update command is enabled in the general update options, you may disable a specific M-level from updating information by selecting ‘No’. |
Home Mail Flags
In each person’s profile, their organizations are listed. The organization checked off in the list will be the address used when creating mailing labels. One of the organizations listed is ‘Home Address’. If this is checked off, a mailing label will be created using the home address.
In the C-level options you can globally check and un-check the ‘Home Address’ checkbox. This is done by clicking on the appropriate button.
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