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Settings

How to set your organization's name and time zone, turn on its Salesforce for Rapport, look up addresses for the map, and look after saved questions and the default view.

Overview​

Settings, in the sidebar, opens Organization settings. Admins and data admins see it.

SectionWhat it holdsWho changes it
The organizationThe organization's name and time zoneAdmins
SalesforceWhich Salesforce connection Rapport readsAdmins
People on the mapLooking up addresses for the mapAdmins
Saved questionsThe questions saved for your organizationData admins
Default viewThe filters the network and Rapport's answers start withData admins

Salesforce and People on the map appear only for admins. Saved questions and Default view appear for those who see the people.

Organization settings. The organization has Name, set to Cedar Hollow Food Bank, and Time zone, set to Central, with Discard changes and Save changes below. Salesforce lists two connections: Cedar Hollow Production, On, with Turn off, and Cedar Hollow Sandbox, Another org, which reaches a different Salesforce org than the one we copy. People on the map says the records hold 214 street addresses and none have been looked up yet, offers Look up 214 addresses, and shows 0 of 50,000 lookups used this month.

The organization​

Name is the name people see in Rapport. Time zone sets the time zone for dates in Rapport. Change either one and choose Save changes. Discard changes puts them back.

Salesforce​

Rapport reads your organization's Salesforce live when someone reviews duplicates, and it merges through the same connection. So a connection has to be on for Rapport before anyone can review or merge. See Duplicates.

The section lists your organization's Salesforce connections. Your Owners and Admins connect Salesforce on the Flourish Dashboard's Connections screen. See Connections.

Choose Turn on beside the connection to the Salesforce org we copy each night. One connection is on at a time. Each connection shows where it stands:

BadgeMeaning
OnRapport reads this connection.
OffRapport doesn't read it.
Another orgIt reaches a different Salesforce org than the one we copy, so it can't be turned on.
Needs connecting againAn Owner or Admin can connect it again on the Flourish Dashboard.
GoneThe connection that's on is no longer on the Flourish Dashboard. Turn it off, and turn on another once an Owner or Admin connects Salesforce again.

Turn off asks you to confirm first. Reviews can't read your Salesforce until a connection is on again.

Before the first night's copy, Rapport can't tell which connection reaches your Salesforce, and it says so. Try again after the copy.

People on the map​

Rapport can show the people and organizations in your records on a map by their mailing and billing addresses. See The map. Finding where each address is takes a lookup, and each address counts once toward your organization's allowance for the month. So nothing is looked up until an admin agrees.

The section says how many street addresses your records hold and how many haven't been looked up. A button such as Look up 214 addresses looks them all up. After that, we look up new and changed addresses each night. When there are more than the month has left, the rest wait until the count starts again.

Turn off stops new lookups. Addresses already found stay on the map.

Below, a bar shows how many lookups your organization has used this month and the day the count starts again. To look up more, ask Flourish to raise the allowance.

Saved questions​

Saved questions, reading When Rapport's agent drafts a question its library doesn't have, it offers to save it here, so anyone who sees your people can ask it again. Two questions are listed, each with Rename and Remove: Board members who also volunteer, saved by Amina Yusuf on Oct 31, and Volunteers at more than one pantry, saved by Marcus Johnson on Oct 22, each with a line saying what it finds.

When Rapport's agent writes a question of its own and you save it, it's listed here with what it answers and who saved it when. Anyone who sees your people can ask it again. See Saved questions.

Data admins can change one:

  • Rename changes its Name and What it answers. Choose Save.
  • Remove takes it away after you confirm. Only a new question from the agent can bring it back.

Default view​

The default view is the filters the network and Rapport's answers use until someone sets their own Filters. See Filters. Rapport's own default leaves out ties that have ended.

Data admins set it with the same choices as Filters and choose Save default. Use Rapport's default goes back to Rapport's own. Everyone else sees what the default is.