Configure DM Batch Management Options

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Click the Home button then, using the Settings Card, select Go to Settings.
  2. The Development Manager Settings page enables a DM Administrator to configure options that apply to all DM funds. 
    • Note the left side of the Administration screen pertains to DM Options while the right side pertains to Batch Management.
    • Read each item carefully as they are really self-explanatory. Each option applies to all Batches/Funds/Pledges.
      DM Batch Options.png
      *OBO - on behalf of

DM Options
DM batch options highlight.png

  • 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
  •  

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.