How to view family and member giving history
There are several places you can look in order to view a Family or Member's Giving History in ParishSOFT Family Suite. Note, that you will only see transactions for which you have fund permissions.
- The first is through the Home page by selecting the tab Giving History. We suggest using the Family Directory Method (next bullet down) for a more efficient search.
- The second and third ways are through the Family or Member Record for the Giver. To view Giving History through this method go to Family List.
- Search for the Donor for which you wish to view the Giving History.
- Click on the name of the Family, and then click on Giving History.
- You will then be presented with the Family Giving History. Note, that you will only see transactions for which you have fund permissions.
Select a year and or specific funds from the available dropdowns to customize your search. You can click the checkbox for "Include Member information" to see the Individual Member Contributions included with the Family Contributions. You can also click on individual family members to see any associated contributions in their individual Giving Histories.
- Search for the Donor for which you wish to view the Giving History.
How to manage fund permissions by a staff member
Related Articles
Does the giving history show years when the family didn't give?