PSFS Family Directory - Giving History: How to view family and member giving history

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.
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  • 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.
    1. Search for the Donor for which you wish to view the Giving History.
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    2. Click on the name of the Family, and then click on Giving History.
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    3. You will then be presented with the Family Giving History. Note, that you will only see transactions for which you have fund permissions
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      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.

 

How to manage fund permissions by a staff member 

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Does the giving history show years when the family didn't give?

 

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Comments

3 comments
  • you training always sucks, I have never been able to get the information I need.
    Giving history doesn't show with any of these 4(??? seriously) ways to find.

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  • @Mary Gross, Thank you for your feedback and for the Enhancement Request for Giving History. I'm glad to see you were able to resolve your first issue with a support call where you learned that you need fund permissions in order to view Giving History. This is stated on the first line of the article. I will try to make it more obvious. Also, I will add that currently your best bet is to use the Family Directory for the search as it is the most efficient; you may enter the Family Last Name in the search bar so there aren't 22 pages to scroll through.

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  • Also no way to search for a family in the 1st way, seriously, need to scroll thru 22 pages of names, REALLY???

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