DM Settings - Administration: How to configure DM Options and Batch Management Options that apply to all DM funds

  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.
      Main_screen_for_settings_card.png
  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_Settings_Administration.png
      *OBO - on behalf of

 

DM Options
DM_Settings_Administration.png
 *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

Batch_Management_set_up.png
 *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

Updated

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