Gladstone 360 Contacts GMC Settings
Problem
Administrators need to set the freeze rules and password reset link used by the Gladstone 360 Contacts module, in the Gladstone360 Contacts element of the GMC.
Resolution
Open the Contacts element
- Go to
GMC > Configuration Manager > Configurationand select Gladstone360 Contacts.
- Go to
Leave the cache setting to Gladstone
- Cache Settings > Clear Cache Url is a (Gladstone) setting.
Set the Freeze Settings
- Minimum term before contact can freeze: how long since the join date before a freeze workflow can be used (for example 1 month). Public-sector sites often set no restriction.
- Number of days' notice required for freeze: 1–30 days; delays the earliest freeze start date by that many days.
Set the Password Reset Settings
- Password Reset Email: the reset URL used when staff send a PIN/password reset from Online Accounts in 360. It must contain your customer-facing product's fully qualified domain and the reset path (older examples, illustrative:
https://<domain>/connect/membermanagement/mrmpasswordreset.aspx,https://<domain>/join/PINPassword.aspx). Contact Gladstone Support if it needs changing. - Send Email for Password Reset Template: the template used.
- Password Reset Email: the reset URL used when staff send a PIN/password reset from Online Accounts in 360. It must contain your customer-facing product's fully qualified domain and the reset path (older examples, illustrative:
Save
- Select Save, then Close.
Notes
- Password resets and Go: a reset sent by staff from 360 uses the 360 template and this URL. A reset the customer requests on Go uses the Go template in Operator. Check both after any change of domain.
- Effect of a freeze, as summarised in training: a DD freeze starts the day before the next DD and stops collection for the chosen months; an annual freeze runs in month blocks and extends the end date. Details, and where documentation differs, are in Freezing a Membership in Gladstone 360.
- Building the freeze workflow itself: Creating a Membership Freeze in G360 and Plus2.
- Documents and Email Templates in this element: see Documents in 360 (Contact Documents and Workflow Document Steps) and Configuring Gladstone360 Automated Emails in the GMC.