Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
No matter if the dollar amount is being posted on the Batch or Contribution posting, the magnifying glass icon will be present:
Click the button to Lookup any member by each of the fields, or a combination of fields.
To use this button on either page, start by clicking the magnifying glass.
Then, fill in any of the known fields.
Note: The field entry here (for all fields) does something called a fuzzy search where if you only know the first letter of the last name, you may enter it and it will bring up all members with a name that begins with that letter.
Once you have filled in the information, click the Search button in the lower-left corner.
The Results screen will display all the records that match your criteria. If you see your record, select it by clicking on the name or ID link.
This will take you back to either your contribution entry page or your batch posting entry page where you may continue your entry for the selected donor. (This example shows contribution entry)
If you do not see the donor on the results page, you may close the page or click on the search tab to go back to enter additional criteria.
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