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.
     
     *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

Updated April 14, 2025 19:14