Development Manager Overview

• How to navigate the Development Manager screens 
• Configure DM settings
• Configure Batch Management Preferences
• Add funds and set fund permissions
• Begin to record pledges and/or contributions according to your data entry preference

Configure DM settings 

The administrative tab on the DM settings page is broken into two sections: DM Options and Batch Management. Many of these are self-explanatory. For additional information on each field, see our in-app help files.

DM Options: 

• Only Batch Owner Can Modify Pledges in Batch
• Pledge Management - only show OBO Parishes with goals
• Reset Appeal Code in Pledge Screen for every new Pledge
• Display End Date for Pledge Entry
• Import Behavior
  • Add Imported Pledge
  • Reject Imported Pledge
  • Update Existing Pledge to Match Import
• Show Donor Reports
• Parish Refund - show negative refunds
• Organization ID
  • ParishSOFT ID
  • Local Org ID
• Development Organization

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Batch Management: 

The administrative tab on the DM settings page is broken into two sections: DM Options and Batch Management. Many of these are self-explanatory. For additional information on each field, see our in-app help files.

• Require Contribution Batches: Prevents adding contributions outside of a batch
• Require Pledge Batches: Prevents adding pledges outside of a batch
• Allow multiple funds per batch: Although the batch detail record allows you to select a default fund for the batch, if this item is marked, a different fund may be selected when posting the contribution or pledge.
• Allow OBO changes even if batch is closed
• Batch Posting - Enable Check # field by default
• Batch Posting - Enable Memo field by default
• Batch Posting - Default Contributions Default Family lookup: Choose which field you would like to use as the default lookup field for the contributor.
  • Family ID
  • Member ID
  • Diocesan ID
  • Pledge ID

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Add funds and set fund permissions

Note: Pledges may not be added for funds where parish goals have not been set up.

• How to add a fund
• How to grant fund permissions
• How to add individual parish goals to a fund
• How to add multiple parish goals to a fund (import)

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Begin data entry according to your data entry preferences

Contribution/Pledge entry

• How to add a batch
• How to post pledges to a batch
• How to post contributions to a batch

Non-batch entry

• How to add a contribution outside of a batch
• How to add a pledge outside of a batch

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Updated September 23, 2024 15:13