How to navigate the new Offering Module

This article is designed to show you how to move from one section of the software to another. It will show you how to use the various buttons and menus. To learn about each feature in-depth, you may access the New Offering Knowledge Base section that pertains to your question. To access the Offering Module, log into ParishSOFT Family Suite as usual; then click the Offering tab. This will open the new Offering Module in a new internet tab.

• Note: the first time you try you may note that a pop-up blocker keeps the page from opening. In that case, you must allow the pop-up for this site according to your browser.

Once the Offering screen displays, you will still have access to the Family Suite and may toggle between the two tabs on the internet.

There are two ways to get around in Offering.

1. Click the Page Links found at the bottom of the Cards which make up the Pages Panel.
   -or-
2. Click the option from the Navigator Bar on the left side of the screen.
   
3. If you ever get an error message while using this software, to get detail on the error, click the 'i' in the red circle. A new screen will display giving important additional detail that you will want to pass on to the support team when submitting a ticket.
   
4. This software is designed to work on many platforms including mobile devices which is why the font may seem a bit small when working on a computer. There are two ways to increase/decrease the font size: Note: Use Ctrl-0 to pop back to the original screen size at any time.
   • Depress the Ctrl-key and turn the wheel on your mouse away from you (increase) or toward you (decrease).
   • Depress the Ctrl-key and use the + and - signs on the keypad to increase or decrease the size.
5. Once you have left the Offering Homepage (screenshot above), there are two ways to access the options.
   • Use the Navigator Bar on the left, which is present no matter which screen you access.
     -or-
   • Click Offering on the breadcrumb link to go back to the Offering Homepage and use the page links on the cards.
     
6. Our new modules are designed with processing speed in mind. This is why when you access the Funds or the Pledges screens for the first time, for example, the center screen will be blank. Instead of using system resources to collect and display all of the records, the Redesigned Offering Module's efficient use of resources lets you enter your search criteria first, limiting the number of records that must be found and displayed.
   
7. Once you search through the Filter Panel or add your keyword to the Search Bar and click the search action button, your screen will populate.
   • The "keyword" will be different for each page: Funds (fund ID or fund description), Batches (batch ID or batch description), Contributions (Family / Member ID or Giver Last Name). Also, if you click on the aqua colored (i) to the right of the search bar, you will learn what keywords may be used. 
     
   • The image below shows which different action buttons are used to add a record, download a record(s), and change the way records are displayed on the screen. Some of the action buttons listed will only be present on certain screens.
     
8. Although it is possible to populate each screen with all records by leaving the Search Bar empty and clicking the search action button, we recommend against it. Again, this has to do with processing speed. Anytime the screen displays all records, it contributes to performance degradation. 
   

Updated July 10, 2023 14:15