How to configure options that apply to all DM funds
- 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.
- Using the Navigator Bar, select Settings.
- 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.
*OBO - on behalf of
DM Options: 
*For information on each option, see the in-app Development Manager Help for DM Settings.
- 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
Batch Management:
*For information on each option, see the in-app Development Manager Help for DM Settings.
- 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 the 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
