Languages, Currency, Location

The “Languages, Currency, Location” feature in the Localization ‘Settings’ area in Retention CRM allows Chambers of Commerce, Nonprofits and Associations to configure Retention CRM to match their organization’s location and how they want to display information. This includes things like language, currency formatting, and default addresses for new contacts.

General Functionality of “Localization” settings

Here’s a breakdown of the fields you’ll find within “Languages, Currency, Location”:

• Language and Currency:
  • Default Language: This sets the primary language used by Retention CRM.
  • Inherit CMS Language: If enabled, Retention CRM will use the same language as your website platform (CMS).
  • Available Languages: Select the languages you want users to be able to switch between.
  • Default Language for contacts: This sets the default language for new contact records.
  • Partial Locales: Allow using languages with incomplete translations (some text might appear in English).
  • Default Currency: Choose the primary currency used by your organization.
  • Formatting locale: This determines how money and future dates are formatted (e.g., $, €).
• Contact Address Fields – Selection Values:
  • Default Country: This pre-selects a country when adding new contact addresses.
  • Pinned Countries: Highlight specific countries for easier selection.
  • Default State/Province: Pre-select a state/province for new addresses.
  • Available Countries: A list of all countries users can choose from.
  • Available States and Provinces (by Country): A list of states/provinces available within each country.

Using “Localization” settings in Association Management

Nursing Association Use Case:

Let’s say your nursing association operates in the United States and Canada. Here’s how you might use these settings:

• Language and Currency:
  • Default Language: English (assuming most members speak English)
  • Available Languages: English (default), French (Canadian members)
  • Default Currency: USD (primary currency)
  • Formatting locale: en_US (US formatting for money and dates)
• Contact Address Fields – Selection Values:
  • Default Country: United States
  • Pinned Countries: United States, Canada
  • Default State/Province: (Leave blank)
  • Available Countries: United States, Canada
  • Available States and Provinces (by Country): Include all US states and Canadian provinces

Remember, this is just an example. You can customize these settings based on your specific needs.

Note: The “Multiple Languages Support” section requires advanced database permissions and isn’t covered in this basic explanation.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Use Case for an Association

Let’s say your association operates internationally and has members from all over the world. You can use the Localization settings to configure Retention CRM to display information in multiple languages and currencies. For example, you can set the default language to English, but also make French, Spanish, and Mandarin available for users to switch between. You can also set the default currency to USD, but allow members to see donation amounts in their local currency.

Use Case for a Chamber of Commerce

Your chamber of commerce might serve a local community with businesses from different countries. You can use the Localization settings to pre-select the country to the United States for new member addresses and highlight Canada and Mexico as pinned countries for easier selection. This way, you can streamline the signup process for businesses from neighboring countries.

Use Case for a Nonprofit

Imagine your nonprofit organization operates in multiple countries with different regional offices. You can use the Localization settings to set the default language and currency for each regional office. For example, your office in France can use French as the default language and Euros as the currency, while your office in Brazil can use Portuguese and Brazilian Reals. This can help you better serve your local communities and donors.