Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
To access the Development Manager Module, log into ParishSOFT New Platform and select the Development card on the Dashboard:
Development Manager is designed with processing speed in mind. This is why, when you access the Funds or the Pledges screens for the first time, for example, the center screen will be blank. Instead of using system resources to collect and display all of the records, ParishSOFT's efficient use of resources lets you enter your search criteria first, limiting the number of records that must be found and displayed.
The Navigator Bar
The Navigator Panel is present on every page. Clicking this icon will collapse or expand the Navigation panel. When collapsed, the panel shows the icons for each option.
Any options listed on the Navigator Panel with a carrot icon may be toggled to expand or contract that item as shown below under Reports:
Any item on the Navigator Panel that does not show a carrot is a direct page link.
Action Buttons
The following action buttons are displayed in the upper right corner of each page. Not every action button is found on every page. For example, the Delete Record button is not found on the Reports Page.
Using the Filter Panel
The filter panel may be hidden or displayed. Two action buttons on the filter panel (shown below the action buttons in this image) may also be found elsewhere on the screen. That way, the action may still be taken even when the filter panel is hidden.
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